How to Get Accounting and Bookkeeping Clients: Experts Share 5 Best Tactics

how to get clients as a bookkeeper

Be sure to include your contact information and website so they can easily get in touch with you. Professional networking sites like LinkedIn are great for finding potential bookkeeping clients. They offer a direct and effective way to connect with business owners, showcase your expertise, and generate quality leads. If your bookkeeping service is a startup as well, we suggest reviewing our guide on how to start a bookkeeping business. It will help you establish your firm and ensure you have set the groundwork for future success, as well as help you with how to find bookkeeping clients.

how to get clients as a bookkeeper

Find a Niche

  • One idea is to stay on top of bookkeeping industry trends to better assist your clients.
  • They allow you to showcase your expertise in a live and interactive setting.
  • Not only is LinkedIn one of the major networking hubs for modern professionals, but its ProFinder tool is also fantastic for applying to jobs.
  • More than ever, establishing a business is about analyzing both the pros and cons of the effort.

This allows you to connect with your target market without wasting your budget on people who won’t be interested in your services. The result can be higher conversion rates and a higher return on investment. New businesses often don’t have bookkeepers yet or may not have realized that they should hire one. Add-ons for job costing and project-based accounting may be especially useful for project-based businesses. According to the dictionary, a bookkeeper is simply a professional that records and tracks the financial affairs of a business. While that definition is limited in scope, it offers insight into what a professional freelance bookkeeper can expect to handle during their time at the office.

how to get clients as a bookkeeper

Transitioning from bookkeeping to accounting roles

Belkins recommends starting by boosting your LinkedIn profile to grow your bookkeeping brand awareness and developing an expert image. Acquiring more clients requires more than just sending a commercial offer via email. For instance, how to get clients as a bookkeeper you can refer to the lead’s pain points or offer a discount. Also, your value proposition should look impressive and trustworthy, so add relevant results that show how your current clients benefit from your accounting assistance.

Engage With Your Target Audience

So, a detailed “About Me” section must describe your expertise and links to social media accounts. LinkedIn is an effective recruiting instrument, but companies still use job portals to find specialists. You can try international resources like Indeed, Glassdoor, or CareerBuilder. There you can see job listings for free and respond through the website. Or if they don’t show all the details, at least you’ll get the company name and be able to email a pitch.

how to get clients as a bookkeeper

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  • Adding advisory accounting services to your menu can be a great long-term play.
  • LinkedIn is also a great resource if you’re seeking bookkeeping work as it draws a variety of companies from industries that may be a fit for your skills.
  • Community involvement is one of the best ways to show that you care about the people around you and that you aren’t just in business to make money.
  • As the workforce continues to change and evolve, so will the freelance bookkeeping industry.
  • If you get a list of businesses that you would consider working for, then you can approach them, let them know you’re a bookkeeper, and share what value you can bring to their business.
  • While following up is important, accounting firms have more specific windows when following up can get them a higher number of leads.

However, it’s important to also educate your clients on how to use their client portal, along with setting expectations on deliverables and timelines. When going through your bookkeeping client onboarding checklist, it’s important to make a list of things you need from your clients. This can look different depending on the types of services you offer and the industry your clients are in. Attending industry events is a great way to network with potential clients and establish your presence in the bookkeeping industry. Look for conferences, workshops, and seminars related to finance, accounting, bookkeeping, and small business management.

  • It’ll help you focus your business and run efficiently out of the gate.
  • When you share your expertise without asking for anything in return, it builds trust and convinces prospective clients without selling.
  • Not only does it provide you with the tools to better serve your clients, but it also opens up a new avenue for potential clients to find and trust your services.
  • Over time, as you gain experience, and get to know the kind of work and clients you most enjoy, you can begin to narrow down and specialize.
  • Small-business bookkeeping is the process of accurately recording your business’s financial activity.
  • Once you have signed up for QuickBooks Online Accountant and completed the intensive online training, you’ll take a free exam to receive your certification.

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