You can also set up referral capture solutions to make it easier for existing clients to share information about your services within their network. However, with a growing number of bookkeepers entering the market, competition for clients is fierce. Therefore, standing out from https://www.bookstime.com/ the crowd is essential to grow the practice. As we mentioned above, you don’t technically need to be certified to run a bookkeeping business. Keep in mind, though, bookkeepers differ from accountants as they cannot file taxes or perform audits like certified public accountants.
- Remember, you don’t need to do all these things at once, and you probably shouldn’t even try.
- Knowing the right forms and documents to claim each credit and deduction is daunting.
- Once they know, like, and trust you, it’s much easier to gain the bookkeeping contract.
- Other ProAdvisor certifications include QuickBooks Online Advanced and QuickBooks Online Payroll.
- No point in going out there and spamming the masses who don’t need what you’re offering.
How to Get Bookkeeping Clients
You can add a testimonials page to your website to share these comments or request that they write reviews for you on listing sites like Yelp or Google. Therefore, you need to focus on creating a website that appeals to your target clients and showcases your skills and expertise in your chosen niche. One way to ask for referrals is to incentivise them by offering free services or discount coupons.
Price your services
Choose the right strategies and software like Cone and see whether it works out for you. You can join professional groups and communities where you can find other professionals in that field, learn more trends that are current in the market, and find clients. Examples of such groups can be local chambers of commerce, discussion boards, or trade associations. Searching where to find bookkeeping clients might seem like a giant task, but it is doable if one goes through the right process. Finally, remember that like all marketing strategies, consistency is key.
- Consistently delivering exceptional services earns their trust and loyalty.
- Satisfied clients likely will want to spread the word within their own networks, particularly if you offer discounts, create incentives, or provide additional services in return.
- In the business-to-business world (aka B2B), showing up on Google is an essential strategy, as very few business owners look for vendors or make business decisions based on social media.
- The savviest small-business marketers are the ones who figure out exactly who their customers are and advertise directly to them.
- Potential clients are more likely to trust the experiences of others who have benefited from your expertise.
- I’ll be sharing 19 of my favorite tips for you to quickly find high-quality clients for your business.
- This way, as we go deeper into the onboarding process, we can keep all of our client data organized.
Choose your bookkeeping software
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. For example, maybe you want to niche down to doing bookkeeping for lawyers. If that’s the case, you would learn how to do lawyer’s books, you would know how trust accounts work, and you would know all the ins and outs about that particular profession. You’d learn how they bill their clients and what kinds of expenses and income they have. When you market yourself solely to lawyers, as an example, you are that much more valuable to any law firm you approach.
By taking the time to personalize your client’s workspace, you’ll create a more engaging onboarding experience. Your client will feel valued and supported, knowing that you’ve made the effort to tailor their workspace to their unique needs. Once you gather all the necessary information from your client, you can begin to create a more personalized feel for their client portal. You can edit the branding of their portal, integrate any third-party apps they’re using into their portal, or set up any welcome messages. In step 0, we want to set the stage so our professionalism and client experience blows away our client. Countingup helps your clients keep organised records so that you receive structured data in real time.
They want the ease of not having their hands in the finances to free them up to do what they’re great at and that makes them money. To boost customer retention, you can offer incentives to long-term clients or create a referral program, which can make clients more likely to renew their bookkeeping contracts. Insurance becomes even more important for bookkeepers as you grow the business. If you don’t how to get clients as a bookkeeper already have bookkeeper business insurance, consider purchasing coverage as you work on expanding your client roster. Defining your ideal client allows you to gain experience working with specific industries and business types, which can help you win more of those clients in the future. Having a social media presence is beneficial because it makes it easier to tap into your professional network.
Now that there are plenty of gig workers out there, it’s an important skill to learn how to get bookkeeping clients as a freelancer. About 35% of the entire US workforce is made up of freelancers, and it’s expected that this percentage will get bigger due to the high demand for gig workers. 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. This allows your audience to get familiar with you and to be able to recognize you whether they find your website, social media accounts, or a flyer in the mail. With it, you can set your address on the map, select your business type, and add a description, website, and phone number.
Use Current Job Posting Websites
As you gain experience and build relationships, you can narrow your focus. If you want to get more insights and examples on how to create a website for your business, check out these 43 modern accounting websites. Here’s a simple 6-word check-in email I like to send every few months to my clients. By checking in periodically with existing clients, you’ll be able to spot upsell opportunities. For more social media tips, visit my post on how to use social media as an accountant. I’ll be sharing 19 of my favorite tips for you to quickly find high-quality clients for your business.
Reach out to clients using a cover letter
- For example, “small business bookkeeper near 89439” would be considered a long-tail keyword that I could tailor a blog post around.
- Professional networking sites like LinkedIn are great for finding potential bookkeeping clients.
- “A satisfied customer is the best business strategy of all,” says Micheal LeBeouf.
- I posted on my Facebook profile that I was a bookkeeper, I was taking on new clients, and I asked my network to share with any of their business owner friends.
- The key is to know your bookkeeping clients’ contact expectations and use that to your advantage.
- Imagine it this way, you’ve got a web of connections, each a potential lead.
- You can always attend professional events, too, such as conferences and networking events.
You want to show that you are the bookkeeping expert your audience needs. Identifying and targeting your ideal client is crucial for the success of your business. Start by using market research and data analysis to find out who your target audience is. Once you have identified them, tailor your marketing strategies to reach and appeal to them specifically. A social media specialist will create your brand’s image and promote it on social media. Also, this person will set up a strategy to grow the number of your followers, launch ad campaigns, and analyze their effectiveness.
