Launching a Freelance Bookkeeping Business: Seeking Advice from Seasoned Professionals

As my wife embarks on an exciting new chapter in her career, she is preparing to offer her freelance Bookkeeping services to clients. After two decades dedicated to the fields of Accounting and Bookkeeping, she has developed a wealth of experience that positions her well for this venture.

Her impressive background includes roles such as a staff accountant and supervisor of Accounting, where she managed payroll for over 800 employees in a prominent cable company. Additionally, she has served as an office manager and bookkeeper for various companies in sectors such as real estate development, construction, and automotive services. With such a diverse range of experiences, she possesses a comprehensive skill set that will be invaluable to her future clients.

Currently, she is honing her expertise in QuickBooks, completing all available certifications to ensure she is equipped with the latest knowledge and skills. Her website is nearing completion, and she has finalized essential documents, including an engagement letter and an updated resume. With all of these pieces falling into place, she is ready to begin marketing her services.

It’s important to note that she will not be offering tax preparation services, as she is neither a CPA nor an EA. Instead, her focus will be on providing cost-effective solutions for small to mid-sized businesses and newer operators. Her proficiency lies in cleaning up disorganized books, preparing profit and loss statements, creating balance sheets, and recommending cost-cutting measures—all of which she can do with ease. She is also keen on integrating automation into her processes for better efficiency.

As part of her marketing strategy, her initial outreach will involve engaging local CPA firms. To kickstart this relationship, we’re considering various approaches. What are the best ways to connect with CPA firms? Should she reach out via email, make phone calls, or perhaps walk in for a face-to-face discussion? We would welcome any insights into making a strong first impression as she seeks to build professional connections.

Furthermore, we are exploring strategies for attracting clients and would appreciate any additional advice or suggestions from those who have successfully navigated this path.

Thank you for your support as my wife takes these important steps toward establishing her freelance bookkeeping business! Your insights could prove invaluable in this journey.