Launching a Freelance Bookkeeping Career: Seeking Advice from Industry Veterans

As my wife embarks on an exciting new chapter in her professional life, she is preparing to transition from traditional employment to establishing her own freelance Bookkeeping business. With a remarkable background in the field, she brings over 15 years of experience across diverse roles that include supervising payroll for a cable company, managing office operations for a real estate developer, and Bookkeeping for various industries such as construction and automotive.

With a strong command of QuickBooks and a commitment to enhancing her skill set, my wife is diligently completing her certifications from the platform. Additionally, her website is nearly finalized, and all essential documents, including an engagement letter and an updated resume, are ready for use. Now, she is eager to begin marketing her services to potential clients.

While she won’t be providing tax services and is not a CPA or EA, she aims to support smaller and mid-sized businesses, providing effective and budget-friendly bookkeeping solutions. Her skill set includes cleaning up disorganized financial records, generating profit and loss statements, balancing sheets, and offering strategic advice on cost reduction—all from a place of expertise and confidence. Moreover, implementing automation processes will be a pivotal focus of her practice.

Our initial strategy involves reaching out to local CPA firms. To make a successful introduction, we’re contemplating various methods of approach—whether to initiate contact via email, phone calls, or even in-person visits. We would greatly appreciate insights on the best practices for making a positive first impression in this context.

Additionally, if you have any tips for attracting clients or general insights into this undertaking, your advice would be invaluable. We have decided on an hourly billing structure for her services and are open to suggestions to maximize her chances of success.

Thank you for your support as we navigate this journey into entrepreneurship!