Transitioning to Freelance Bookkeeping: Seeking Advice for a Successful Launch

As she embarks on an exciting new chapter, my wife is preparing to transition into freelance Bookkeeping. After dedicating 15-20 years in diverse Accounting roles—including positions as a staff accountant and office manager across various industries such as real estate, construction, and automotive—she’s ready to leverage her extensive experience and knowledge.

Her proficiency with QuickBooks is complemented by her pursuit of all relevant certifications, ensuring she is well-equipped for this new venture. With her website nearing completion and essential documents like her engagement letter and updated resume already in place, she is on the cusp of reaching out to potential clients.

Focusing on smaller to mid-sized businesses and newer operations, she aims to provide a cost-effective Bookkeeping solution. While she won’t be offering tax services (as she is not a CPA or EA), her expertise lies in cleaning up financial records, generating profit and loss statements, creating balance sheets, and recommending cost-cutting strategies—all while emphasizing automation.

Our entry strategy: Building Relationships with Local CPA Firms

To establish her presence, we plan to approach local CPA firms first. I’d love to gather insights from seasoned freelance bookkeepers on the best methods for this initial outreach. Should we opt for email communication, a phone call, or a personal visit? Additionally, any tips on making a strong first impression in these interactions would be invaluable.

Seeking Additional Strategies for Client Acquisition

As we start this journey, we’re also keen to hear any suggestions for attracting clients and general advice for running a successful freelance bookkeeping business. Your insights could provide crucial guidance for her to effectively market her services and build a strong clientele.

Thank you in advance for your support and recommendations!