Tips for Launching Your Freelance Bookkeeping Business: Seeking Insights from Seasoned Professionals

As my wife prepares to transition from employee to entrepreneur, she’s excited to embark on her journey as a freelance bookkeeper. With 15-20 years of experience in Accounting and Bookkeeping, she brings a wealth of knowledge and expertise to the table. Her previous roles have included overseeing payroll for over 800 employees at a cable company and managing financial operations for various sectors, including real estate development, construction, and automotive services.

Now, equipped with extensive skills in QuickBooks and diligently completing her certifications, she is on the verge of launching her own practice. With her website nearing completion, an engagement letter finalized, and her resume updated, she is ready to begin marketing her services to potential clients.

It’s important to note that she will not be offering tax services and is not a Certified Public Accountant (CPA) or Enrolled Agent (EA). Instead, her focus will be on supporting smaller to mid-sized businesses as a cost-effective solution. Her expertise includes tidying up disorganized books, creating profit and loss statements, generating balance sheets, and providing recommendations for cost-saving measures. Moreover, automation will play a significant role in her service offerings.

As we prepare to reach out to local CPA firms, we’re considering various methods for our initial approach—whether it be via email, phone calls, or in-person visits. Expertise and recommendations from seasoned freelance bookkeepers on this initial outreach would be greatly appreciated. We aim to make a strong first impression that showcases her skills and commitment.

Beyond reaching out to CPA firms, we are also open to additional strategies for acquiring clients and any general advice that can support her as she embarks on this entrepreneurial adventure. Your insights and suggestions would be invaluable as we navigate this exciting new chapter!

Thank you for your guidance!