Launching a Freelance Bookkeeping Business: Seeking Guidance from Seasoned Professionals

After years of dedicated service in the Accounting and Bookkeeping sector, my wife has decided it’s time to take the leap into entrepreneurship. With nearly two decades of experience under her belt—including roles as a staff accountant and office manager for various industries like real estate development, construction, and automotive services—she’s well-prepared for this new journey.

Currently finishing up her QuickBooks certifications and finalizing her website, she is eager to start attracting clients. Her experience includes managing payroll for over 800 employees at a cable company, which has equipped her with a robust skill set. She has successfully cleaned up disorganized financial records, prepared profit and loss statements, and balanced sheets, making her an invaluable resource for small to mid-sized businesses and emerging operators looking for cost-effective Bookkeeping solutions.

Importantly, she will not be offering tax services, as she is neither a CPA nor an EA. Instead, her ideal clientele are businesses that need assistance with financial tidiness and automated processes to boost efficiency.

As she prepares to launch her practice, our initial outreach plan includes connecting with local CPA firms. I would appreciate insights from those experienced in freelance bookkeeping: What is the best way to initiate contact? Should we opt for emails, phone calls, or personal visits? Additionally, any tips on creating a lasting first impression would be highly valuable.

We’re also open to advice on securing clients and best practices in this new venture. Your input could significantly influence her successful transition into freelance bookkeeping. Thank you for your support and guidance!