Navigating the Transition to Freelance Bookkeeping: Seeking Insights from Industry Veterans

Embarking on a new professional journey can be both exhilarating and daunting, especially in the world of freelance Bookkeeping. My wife is on the verge of launching her own Bookkeeping business, and we are eager to tap into the wisdom of seasoned professionals in this field to ensure a smooth transition.

With nearly two decades of experience in Accounting and bookkeeping, my wife has honed her skills in various prominent roles. Her background includes significant positions such as staff accountant and Accounting supervisor at a major cable company, where she managed payroll for over 800 employees. She has also served as an office manager and bookkeeper across diverse industries, including real estate development, construction, painting, and automotive services. This extensive experience has prepared her well for her entrepreneurial leap.

As she prepares to enter the freelance arena, she has diligently worked on bolstering her qualifications, becoming highly proficient in QuickBooks while also completing multiple certifications. Her professional website is nearing completion, and she’s finalized essential documents like her engagement letter and updated resume. Now, she is ready to embark on the journey of client acquisition.

It’s important to note that she will not be providing tax services and does not hold CPA or EA credentials. Instead, her focus will be on supporting small to mid-sized businesses, particularly newer ventures, offering them a cost-effective solution for their bookkeeping needs. Whether it’s tidying up disorganized financial records, generating profit and loss statements, or suggesting cost-saving measures, she is eager to contribute. A key priority for her is implementing automation practices to enhance efficiency.

Our initial strategy revolves around establishing connections with local CPA firms, and I seek advice on the best approaches for making these introductions. Should she reach out via email, make a phone call, or perhaps visit in person? Furthermore, any additional tips for creating a positive first impression would be greatly appreciated.

We are also considering an hourly billing structure and are open to suggestions on effective methods for securing clients and general recommendations to help her succeed in her new venture.

Thank you for your insights and support as we navigate this exciting new chapter!