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

Launching a Freelance Bookkeeping Business: Seeking Advice from Experts

As my wife gears up to begin her journey as a freelance bookkeeper, we are reaching out to seasoned professionals for insights and guidance. After dedicating nearly two decades to the Accounting and Bookkeeping industry, she has decided to take the bold step of establishing her own business.

Her extensive background encompasses a range of roles, including serving as a staff accountant and overseeing payroll for a large cable company, managing the finances for a real estate developer, and handling the books for various industries such as construction, painting, and automotive repair. This diverse experience has equipped her with a comprehensive skill set.

She is proficient in QuickBooks and is currently completing all available certifications related to the software. Additionally, her website is in the final stages of development, and essential documents, such as an engagement letter and an updated resume, are ready. With everything nearly in place, she is excited to start marketing her services to potential clients.

It’s important to note that she will not be providing tax services, as she is neither a CPA nor an Enrolled Agent. Her focus will be on assisting smaller, mid-sized, and emerging businesses by becoming a cost-effective solution for their Bookkeeping needs. Proficient in cleaning up messy financial records, managing profit and loss statements, balancing sheets, and identifying cost-cutting opportunities, she is committed to efficiency, with a strong emphasis on automation.

Our initial strategy involves reaching out to local CPA firms. We seek your advice on the best approach to make contact—should we utilize email, phone calls, or perhaps even consider a walk-in visit? We’re also eager for any tips on crafting a memorable first impression and establishing a professional rapport.

In addition to connecting with CPA firms, we are open to suggestions regarding client acquisition strategies and any general advice that could help her thrive in this new venture.

Thank you for any insights you can provide! Your expertise could be invaluable as she embarks on this exciting new chapter.