Launching a Freelance Bookkeeping Business: Seeking Expert Insights

My wife is on the cusp of a thrilling new chapter in her professional journey, ready to transition from employee to entrepreneur in the world of freelance Bookkeeping. After nearly two decades of dedicated experience in Accounting and Bookkeeping, she is eager to explore her own path and serve clients directly.

Throughout her career, she has honed her skills in various roles, from being a staff accountant and supervisor managing payroll for over 800 employees at a leading cable company, to serving as an office manager/bookkeeper in sectors like real estate development, construction, and automotive services. This diverse background has equipped her with a well-rounded expertise that she is now ready to offer independently.

Currently, my wife is finalizing her credentials with QuickBooks and wrapping up her website. With her engagement letter and an updated resume in hand, she’s almost set to dive into client acquisition. It’s worth noting that she will focus on bookkeeping services and won’t be providing tax assistance, as she is neither a CPA nor an EA. Her target market includes small to mid-sized businesses as well as newer entrepreneurs, providing them an affordable and efficient bookkeeping solution. She excels at organizing disorganized financial records, preparing profit and loss statements, balancing sheets, and offering cost-cutting advice, all while prioritizing automation in her processes.

As part of her strategy, she plans to reach out to local CPA firms. To ensure a successful initial contact, we’re contemplating various approaches. What’s the best way to introduce her services—should we send an email, make a phone call, or perhaps walk in for a face-to-face meeting? We are eager for advice on how to make a stellar first impression that resonates with these firms.

Moreover, we would greatly appreciate any additional suggestions for acquiring clients or optimizing her freelance bookkeeping venture. Whether it’s marketing strategies, networking tips, or other valuable insights, all recommendations are welcome!

Thank you for your support as she embarks on this exciting journey into freelance bookkeeping.