My wife is almost ready to start taking on clients – looking for advice from experienced freelance bookkeepers.

Launching a Freelance Bookkeeping Business: Seeking Insights from Experienced Professionals

After years of dedicating her talents to various companies, my wife is taking a bold step towards independence by starting her own freelance Bookkeeping practice. With nearly two decades of experience in Accounting and Bookkeeping, she has honed her skills in a variety of settings, from managing payroll for over 800 employees at a prominent cable company to serving as an office manager for real estate developers and construction firms. Her diverse background equips her with a profound understanding of finance in various industries.

Currently, she is completing her certifications with QuickBooks and finalizing her professional website, which is near launch. An engagement letter has been drafted, and her resume has been refreshed to reflect her extensive expertise. My wife is ready to begin marketing her services to potential clients.

It’s important to note that while she brings a wealth of knowledge to the table, she will not be providing tax services, as she is neither a CPA nor an EA. Her target clientele comprises smaller to mid-sized businesses and newer operators who are looking for cost-effective bookkeeping solutions. With a talent for organizing chaotic financial records, generating profit and loss statements, creating balance sheets, and offering cost-saving recommendations, she is particularly passionate about implementing automation to enhance efficiency.

Our initial strategy involves reaching out to local CPA firms to establish connections. However, I’m curious about the best approach to initiate these introductions. Would it be more effective to use email, make phone calls, or visit in person? Additionally, any insights on making a strong first impression during these interactions would be greatly appreciated.

We are also keen on establishing an hourly billing structure and would welcome any further advice on attracting clients or general best practices to consider as she embarks on this new venture.

Thank you in advance for your guidance! Your expertise could be truly invaluable as we navigate this exciting transition into freelance bookkeeping.