Launching a Freelance Bookkeeping Business: Seeking Guidance from Experienced Professionals

As my wife embarks on an exciting new chapter in her career, she is transitioning from employment to entrepreneurship. With nearly two decades of experience in Accounting and Bookkeeping, she is well-equipped with a robust skillset that spans various industries. Her past roles include supervising payroll for over 800 employees at a cable company, managing Accounting for a real estate developer, and handling Bookkeeping for multiple businesses, including construction and automotive services.

Currently, she is enhancing her expertise by completing all available QuickBooks certifications, and her professional website is nearing launch. With an updated resume and finalized engagement letter in hand, she is on the verge of marketing her services to potential clients.

Importantly, she will not provide tax services and is not a CPA or Enrolled Agent. Instead, she aims to assist small to mid-sized businesses and startups by offering cost-effective bookkeeping solutions. Her extensive experience enables her to clean up disorganized financial records, produce profit and loss statements, balance sheets, and identify opportunities for cost reduction with ease. A priority area for her is implementing automation to streamline processes and enhance efficiency.

For her initial outreach, my wife plans to connect with local CPA firms, and we are looking for the best strategies to approach them effectively. Should she opt for an email introduction, a phone call, or perhaps a face-to-face visit? Any insights on how to make a strong first impression would be greatly appreciated.

Additionally, we welcome any advice on client acquisition strategies or general tips for establishing a successful freelance bookkeeping practice. Your insights could make a significant difference as she transitions into this new venture.

Thank you!