Starting a Freelance Bookkeeping Journey: Seeking Advice for Client Acquisition

As my wife embarks on an exciting new chapter in her career, we are reaching out to seasoned freelance bookkeepers for valuable insights. With nearly two decades of experience in the Accounting and Bookkeeping field, she is ready to transition from employee to entrepreneur.

Her professional background is diverse and impressive; she has held positions as a staff accountant where she oversaw payroll for over 800 individuals in a cable company, managed office operations for a real estate developer, and offered her expertise to various businesses including construction and auto repair services. With this wealth of experience, she has become adept at navigating the complexities of financial management.

Currently, my wife is finalizing her certifications with QuickBooks, enhancing her already substantial skill set. She has successfully developed her website, crafted an engagement letter, and updated her resume, positioning herself for success as she begins marketing her Bookkeeping services.

It’s important to note that she will not be providing tax services, nor does she hold a CPA or EA designation. Instead, her focus will be on serving small to mid-sized businesses and startups as a cost-effective solution for their bookkeeping needs. Her expertise includes tidying up disorganized finances, generating profit and loss statements, creating balance sheets, and offering actionable suggestions for cost reduction—all while prioritizing automation to streamline processes.

Our initial outreach strategy is centered on connecting with local CPA firms. We would like to know the best methods to introduce her services. Should we consider reaching out via email, making phone calls, or perhaps visiting in person? Any advice on making a positive first impression would also be greatly appreciated.

Additionally, we are open to any other recommendations for acquiring clients or general best practices in the freelance bookkeeping space.

Thank you for your guidance and support as we take this leap into entrepreneurship! Your expertise could make a significant difference in our journey.