If they don’t need a bookkeeper at the moment, you can ask them to keep your resume on file in case anything changes in the future. Get specific on one area you want to become an expert in, and stick with it. Not all of these postings will be hot leads, but it’s a great place to start. Make sure to do some research on the company that you are looking into before you contact them, and ensure that they would be a good fit for you. Choose the method that you’re most comfortable with and that fits your goals (quick wins vs. long-term brand building etc.) and start there. Once you have that strategy working, you can decide if it’s time to add another or double down on what’s already working.

Yes, blogging is a great medium that will allow you to create engaging, informative, and educational content for your prospects and current customers. They will value your free advice and keep you on top of their mind when the time comes for them to hire a bookkeeper. Developing a niche will also make marketing online easier as you can now indicate the industry you specifically work with. You can also use keywords and phrases relevant to your niche and increase your chances of being found online by future clients. In this guide, we give you the top seven ways to attract more bookkeeping clients and build your profitability.

It can take a huge budget to build enough awareness with prospective clients to really get a return on your investment. “I advertised few times on Facebook and got no results,” says Sal Rezai. While there are many reasons a Facebook ad might not perform well, you can quickly blow your budget attempting to optimize your ads. Developing a niche also allows you to charge premium fees as a specialist who understands the needs of a certain type of client. Premium fees mean more profit in your pocket and they also mean you need fewer clients to reach your goals, making your marketing task easier.

Search LinkedIn and Other Websites That List Bookkeeping Jobs

Using case studies is a great way to show potential clients the value of your services. If there are certain websites that you know your customers visit, you can also reach out to that site owner and ask if they would consider placing a banner ad on their site for your bookkeeping business. In addition to working with other entrepreneurs that offer complimentary services, think about incentivising your clients to refer new business to you. Another effective way to network is to connect with other small business owners, such as bloggers, and see if you are able to guest post on their sites with a link back to your site.

Visit their websites and try to attend at least two events they are hosting this month. You can establish a referral partnership with professionals who have clients that need accounting and bookkeeping services. LinkedIn is an excellent platform for bookkeeping services targeting lawyers. LinkedIn is a professional networking site where lawyers and other professionals maintain a presence to network with colleagues, build their brands, and share industry insights.

• They need to know you, like you, and trust you before they send you new business.
• LinkedIn is a professional networking site where lawyers and other professionals maintain a presence to network with colleagues, build their brands, and share industry insights.
• As you’re doing this, check if this project requires custom processes and save them to their welcome pack.
• If your bookkeeping service is a startup as well, we suggest reviewing our guide on how to start a bookkeeping business.
• Remember that the better you look on these sites, the more likely you will generate new clients through the platform.

The initial networking might also generate immediate prospective clients who have a need you can meet with your bookkeeping services. You have confidence in what you do, but it can be difficult for business owners to transmit that same confidence to your prospective clients. As a result, new bookkeeping leads are slipping through your fingers more often than you’d like, and your bookkeeping business is missing out on new revenue. When choosing a pricing model, consider the needs of your business and your clients as well as the level of competition in your market. By providing exceptional service to your existing clients, you’ll be able to build a strong reputation and generate positive word-of-mouth referrals. It is one thing to join a professional development organization, but quite another to participate in the activities offered.

What is online bookkeeping?

Fed up of rummaging through files and folders just to find a basic piece of information about a client? Please list all of the integrated apps you use within your business. Please provide us with the name of the bank you use for your main business transactions. Browse our resources to get help, tips & tricks, and a big dose of business development inspiration.

Staying close to the groups in your niche not only increases your chance of meeting new clients but also helps you to stay on the cutting edge. You’ll be up-to-date on your target clients’ latest concerns and any emerging legislation. Danielle is a writer for the Finance division of Fit Small Business. She has owned a bookkeeping and payroll service that specializes in small business, for over twenty years. The above is why online tools like Content Snare exist, making the process smoother, simpler and much more efficient in terms of time and effort.

Client Requests & Auto Reminders

If you are a ProAdvisor for QuickBooks Online, Intuit has a database or directory that you can join that people all across the country, or even across the world, can look up bookkeepers. Your listing in the directory will have your name and some information about you and your bookkeeping business, and potential clients can contact you and possibly hire you as a bookkeeper. There are plenty of CPAs, coaches, and advisors out there whose services complement yours.

There might be several issues that the customer faces such as budget constraints. You need to save your time for clients who know what they want and are willing to pay for the services they are getting. Clearly document what you need from a client by sending them a checklist of information to pass to your firm. This could include a form requiring the client to fill out their contact details, state registration numbers, incorporation document copies, and EIN.

Knowing who you are looking for and where to find them makes your journey for how to get bookkeeping clients so much easier. Once you are ready to start taking on clients, you need to be sure you have both a marketing plan and know how much you are going to charge for your services. When you are just getting started, softwares like Quickbooks and Freshbooks are an easy and affordable way to get your bookkeeping business started.

Today’s grant accounting marketplace is growing, particularly in terms of remote working positions. You don’t always have to be in the same geographic region to get hired by a business. You can search job sites for ads posted from all over the country to find bookkeeping clients.

There are many different ways to grow your freelance business, and it’s just as difficult deciding what marketing strategy to use. Paid marketing tools can be an attractive option for freelancers because they provide the opportunity for you to promote your services without spending all of your spare time doing so. When it comes to connecting on social media, you need to go where your potential clients are. Engage with people on their preferred platform, whether it be Facebook, Twitter, Instagram, or LinkedIn. Some small and medium sized businesses don’t understand the value that bookkeeping services offer to their business.

• Developing a niche will also make marketing online easier as you can now indicate the industry you specifically work with.
• Better yet, it can be fantastic for brand building and an opportunity to gain feedback that could improve your practice.
• Content Snare is here to help you create your next bookkeeping client intake form.
• You can establish a referral partnership with professionals who have clients that need accounting and bookkeeping services.
• Next, give the client a tour of your file-sharing system, e.g., Google Drive.

This includes reviewing generic processes applicable to the project and saving links to their fworkflow jobs for the right person to utilize. During this stage, it’s a great idea to go over thedos and don’ts of bookkeeping with your client if they need to become more familiar with the process or could use a refresher. Covering things like not mixing personal and business bank accounts, what is and isn’t a business expense, and how to record receipts and paperwork. With everyone informed and aware of what’s to come, there should be no surprises, and the client should feel reassured. ➡️ See the bonus section ofour onboarding guide for a list of standard questions to ask in your first onboarding meeting and the types of apps you might need access to. ➡️ See the bonus section ofour onboarding guide for a list of what questions you should ask during this part of the onboarding process.

Without a thorough grasp on these things, it’s easy to experiment with acquisition methods without seeing tangible results. Although there are numerous ways to find new clients online, we’ve rounded up our favorite techniques in the list below. There are plenty of social media platforms out there to choose from.

Implementing deadlines for both clients to submit information and team members to take action is essential. With the right accounting CRM, you take your new accounting leads through the sales process smoothly and efficiently. Another interesting place to find new accounting leads is at local events. That’s because potential customers are more likely to trust recommendations from their friends and people they know. Word-of-mouth is a powerful tool for any business, especially for a trust-based business like accounting and bookkeeping. Danielle Bauter is a writer for the Accounting division of Fit Small Business.

Before you can start looking for clients, you need to know who you are looking for and where to find them. I’ve put together some tips for beginners on how to find and land your first batch of clients. As you’re doing this, check if this project requires custom processes and save them to their welcome pack. With that done, you can show your client your working systems and methods, including any relevant tools, practice management, and any naming conventions they might see when working with you.

When you’re starting, reach out to people who already know, like, and trust you. People in your network are the most likely to give you a chance when you’re just starting. In accounting and bookkeeping work, accuracy is critically important. For example, if a business owner fails to keep track of their expenses in detail, they may not understand their profit margin correctly. Further, failing to track expenses correctly may have tax implications like paying a higher tax bill. The saving time benefit tends to apply the most to smaller companies with no accounting or finance department.