Launching a Freelance Bookkeeping Journey: Seeking Expert Advice

As a dedicated professional with nearly two decades of experience in Accounting and Bookkeeping, my wife is taking a significant step toward independence by launching her own freelance Bookkeeping business. After years of working for various firms—including her time managing payroll for over 800 employees at a cable company and handling finances for a real estate developer, construction company, and auto mechanic—she is well-equipped to help small to mid-sized businesses thrive.

Her expertise in QuickBooks is a major asset, and she is currently finalizing her certifications to enhance her credibility. With her website nearing completion and marketing materials ready, she is poised to attract clients. However, she won’t be providing tax services as she is not a CPA or EA; instead, she aims to offer affordable bookkeeping solutions, focusing on cleaning up disorganized accounts, generating comprehensive financial statements, and advising clients on cost-saving strategies—all while emphasizing automation in her processes.

One of her preliminary strategies is to establish connections with local CPA firms. We are eager to understand the best way to initiate this outreach. Should we start with emails, phone calls, or even in-person visits? We also welcome any insights into making a strong first impression during these interactions.

Moreover, we are interested in any additional tips or strategies for acquiring clients within her target market. We plan to bill clients hourly and believe there’s a vast opportunity for providing value to businesses in need of her services.

Thank you for your assistance as we embark on this exciting journey! Your advice would be invaluable in navigating this new chapter.