Exploring Freelance Accounting: Tips for Attracting Clients in the Bookkeeping Business

As my wife prepares to launch her freelance Bookkeeping career, we’re reaching out to seasoned professionals in the field for guidance. After spending 15-20 years honing her skills in Accounting and Bookkeeping, she is excited to embark on this new venture. Her extensive background spans various roles, including serving as a staff accountant and supervisor overseeing payroll for over 800 employees at a cable company. Additionally, she has considerable experience as an office manager and bookkeeper across diverse sectors like real estate development, construction, and automotive services.

With proficiency in QuickBooks and a commitment to finishing her certifications, she is putting the final touches on her website and marketing materials. Her engagement letter has been finalized, and her resume has been updated to reflect her extensive expertise. The focus of her practice will not include tax services, as she is not a CPA or EA, but she aims to serve small to mid-sized businesses as an efficient and cost-effective bookkeeping solution.

My wife specializes in turning disorganized financial records into structured accounts with ease. She is adept at generating profit and loss statements, balancing sheets, and identifying cost-cutting opportunities—all while prioritizing automation in her processes.

As we prepare for her outreach, our initial focus will be on local CPA firms. We’re contemplating the best way to initiate contact. Should she use email, make phone calls, or perhaps walk in to introduce herself personally? We are keen to understand how to make a compelling first impression during this outreach.

Moreover, we’re open to any other strategies for potentially securing clients and would greatly appreciate general tips from those who have been in similar situations.

Thank you for your insights and support as we navigate this exciting new chapter!