My wife is almost ready to start taking on clients – looking for advice from experienced freelance bookkeepers.

Launching a Freelance Bookkeeping Venture: Seeking Insights from Industry Experts

After years of dedicated service in the Accounting and Bookkeeping field, my wife has made a significant career leap—she’s ready to establish herself as a freelance bookkeeper. With an impressive background spanning 15 to 20 years across various industries, including roles such as staff accountant for a major cable company and office manager for a construction firm, she possesses a wealth of experience that’s poised to benefit potential clients.

Her expertise in QuickBooks is complemented by her ongoing pursuit of certifications, ensuring she remains at the forefront of Bookkeeping best practices. With her website nearing completion and her engagement letter finalized, she is eager to begin marketing her services to small to mid-sized businesses and newer companies in need of reliable financial guidance.

Her focus will not include tax preparation services, as she does not hold CPA or EA credentials. Instead, she aims to provide a cost-effective solution for businesses that may struggle with disorganized financial records. Proficient in generating profit and loss statements, balance sheets, and offering strategic advice on cost reduction, she is well-prepared for the challenges ahead. Automation will play a central role in her practice, allowing her to streamline processes and enhance client efficiency.

To kick off her client acquisition strategy, we are considering reaching out to local CPA firms. I would appreciate guidance from seasoned professionals on the best way to initiate contact. Would you recommend starting with an email, a phone call, or perhaps an in-person visit?

Additionally, any insights on making a lasting first impression or optimizing her outreach to attract new clients would be invaluable. We are also open to discussing strategies for structuring her billing, as she intends to charge clients hourly.

Thank you in advance for your support and advice as she embarks on this exciting new chapter in her career!