Embarking on a Freelance Bookkeeping Journey: Seeking Insights from Experienced Professionals

As my wife prepares to launch her freelance Bookkeeping career, we find ourselves looking for guidance from those who have navigated similar waters. After dedicating nearly two decades to the Accounting and Bookkeeping field, she is excited to transition from a traditional employment role to becoming her own boss.

Her extensive background includes significant positions such as Staff Accountant and Accounting Supervisor, where she managed payroll for over 800 employees at a well-known cable company. Additionally, her experience spans diverse industries, including real estate development, construction, painting, and automotive services. With such a robust foundation, she is well-equipped to tackle a range of bookkeeping challenges.

Currently, she is finalizing her website and certifications with QuickBooks, aiming to create a professional online presence that reflects her expertise. The engagement letter is complete, and her resume has been updated to showcase her wealth of knowledge. With marketing plans on the horizon, she is ready to reach out to potential clients.

It is important to note that her services will not include tax preparations, and she does not hold CPA or EA designations. Instead, she aims to provide cost-effective solutions for small to mid-sized businesses and new enterprises. Her skills include organizing disorganized financial records, preparing profit and loss statements, generating balance sheets, and providing actionable insights for cost-cutting—all while prioritizing automation to enhance efficiency.

Our initial strategy involves connecting with local CPA firms, but we’re uncertain about the best method for making our first contact. Would reaching out via email, phone calls, or personal visits yield the best results? We seek your advice on how to create a strong first impression.

Additionally, we are eager to hear any other suggestions you may have regarding client acquisition or general best practices in the bookkeeping industry.

Thank you for your insights!