22 Tips On How To Get Bookkeeping Clients

How do bookkeepers get clients

Bookkeeping work and accounting work consist of repetitive tasks, so having repeating tasks are a great way to automate the creation of them. While some companies use Slack with their clients, I typically advise against that in most cases. Therefore I recommend putting together 3 custom service options in a gold, silver & bronze type approach for each prospective customer you have. A very good CTA can convert about 10% of your readers to clients to be. By clicking on “Learn More”, you’ll be prompted to set up a meeting with them. It could be your comments on a recent new tax credit, it could be articles you share that you think group members might be interested in, or any variety of that. Target groups in this social media platform that have a decent amount of members and then join them.

How do bookkeepers get clients

However, if you are a skilled bookkeeper, you are most likely able to provide a service to a business that is beyond the skill set of the owner. Then it’s up to you to follow up, convert and insure that your client’s expectations are exceeded each and every time.

Get Certified On The Quickbooks Proadvisor Site

This is a great way to get exposure for your business and to get potential clients to find you. If your business is in a growth mode, How do bookkeepers get clients it’s the best time to hire a dedicated and reliable marketing coordinator who can help you drive your marketing activities.

How do bookkeepers get clients

Look for opportunities to provide additional services to their partners, friends and colleagues. Bookkeeping is a profitable business to start for those with an eye for detail and a head for figures. Taking on the responsibility of assisting other business owners with their bookkeeping needs will become a part of your daily routine.

Take Advantage Of Online Business Listings And Reviews

There is a whole network of Slack channels created for specific industries and interests. Here’s a list of over 400 Slack channels waiting for you to join. Every so often people will search in Yelp, etc. for your services and maybe your business will pop up. You may think that offering services to everybody will land you more clients, but in many cases that’s the wrong mentality. Specializing in one industry can actually be far more lucrative in the long run.

  • Including this question on your new bookkeeping client checklist can help you understand their debt situation and provide the guidance they need to improve it.
  • When it comes to financial services, ‘financial advisor’ receives a whopping 1 million annual searches.
  • But for this method to work, you need to build a good online reputation and a new bookkeeping client can decide to spend hundreds on your services.
  • That means there are people asking questions about your industry that you can jump in and answer.
  • 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.
  • According to Moz’ Local Search Ranking Study, Google My Business listing is the #1 factor for local SEO success.

A cold email is a persuasive email you send to a prospect without personalizing it. It’s typically sent after a phone call or online search. Cold email marketing is used by businesses to sell themselves to potential partners, customers or clients. If your accounting firm had often been slow to adopt cloud-based software and virtual tools, chances are that all changed once 2020 hit. The pandemic forced us all to quickly pivot to remote work and learn to engage differently with our clients overnight.

Leverage Linkedin

Social media can be a good way to build your brand, but it should only be used as a source of promotion, not for selling. When you spend time with like-minded people, you’ll find casual opportunities to share stories and network. Non-traditional events, groups and activities provide great networking opportunities. You can often increase business by offering additional services to clients you already serve. If they use your competitors for services you also offer, explain why your firm can serve them better. To run a successful business, make sure your business stands the test of time so you can consistently get bookkeeping clients, you’ll need to engage in continuous improvement. After potential clients contact you, you’ll schedule a meeting for your initial consultation, aka discovery call.

  • After you’ve built a list of potential businesses you may work with, approach your list and ask them which companies would be the best fit for you.
  • It is then that we set up clients in any of the apps that we’re using.
  • Surprisingly, I have sent out letters to all of the local businesses in my area and have received much better than expected response…with paying customers (about 10%).
  • If you plan to run your bookkeeping business or accounting firm off of Xero, then Xero Practice Manager could be worth looking into as it integrates very well into it.
  • Finding new clients can be a struggle, especially for new accountants and bookkeepers who are still developing their skills and experience in this area.

We’ve shared some powerful strategies to get new clients for your bookkeeping business, but there is no one-size-fits-all solution. It all depends on who you’re serving and where they’re looking.

Virtual Assistant

It’s important that you know exactly what your needs are and how you can provide value to others and be able to articulate that well. That one single step was how I gained a majority of my clients! In many business situations you hear that the best employees were referrals from someone the owner knew or that one of the other employees recommended.

How do bookkeepers get clients

You can usually find these through checking various online job adverts. You only need to convince them that you’re the perfect person who can provide a better solution for their business’ bookkeeping needs. Small business bookkeeping is a completely different world. And, I feel like you have a huge asset in your experience now. Why don’t you consider offering those specific skills to larger businesses? And, I’m sure you have a lot of contacts in those areas now. Would you even need to know a specific accounting platform if you are working these types of models?

Tools Accountants And Bookkeepers Can Use To Find Clients

Many accounting firms fail because they are unable to keep up with the increasing workload. Their workflow processes are not designed to scale, which decreases the firm’s performance.

  • And never forget the power of word-of-mouth referrals — and don’t be too shy to ask for them.
  • That one single step was how I gained a majority of my clients!
  • Just be prepared to shell out at least $5 per click (as of writing this that’s the minimum).
  • According to a study by Nielsen, 92% of customers around the world say they trust recommendations from friends and family above all other forms of advertising.
  • Many community colleges, business organizations and even libraries will open their classrooms to those with knowledge to share.
  • Small business bookkeeping is a completely different world.

Seek out other professionals in your area to see if they have partnered with an accounting business. Attorneys, personal and business investment consultants, and even IT pros probably have clients in need of services your accounting startup can provide.

Align Yourself With Accountants

Outsourced bookkeepers can be another solution with monthly bookkeeping fees starting from $99 per month. This could help you build credibility inside that segment, as well as help you hone your skills. Additionally, determining your target audience will be simple if you have a specialty. To help determine your niche, you should also research the market to determine what bookkeeping businesses are already established and which industries they serve. Very quickly on, I figured out that QuickBooks was the market leader and I wanted to develop a virtual bookkeeping business on that platform. But, over 10 years ago, QuickBooks Online was still very under-appreciated among bookkeepers. There wasn’t even any training or even a certification around the program.

It would be a mistake to complete your accountants’ checklist for new clients without asking about problem-solving. An accounting prospect question like this can launch your potential client into a story that they think fondly of, which helps build rapport during the client onboarding process. One common problem with both lead nurturing and on-boarding is that there’s too much talking and not enough listening. With the right questions, it’s possible to collect the information you need to close the deal with prospective clients and demonstrate your value to new clients. Attracting new clients and onboarding them properly is essential to the success of any accounting or bookkeeping firm. To increase profits, it’s necessary to demonstrate your expertise and provide value to your clients. 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.

Look at the 3-7 goals you created in the 1-year plan and chunk those down into 3-7 specific, measurable & attainable priorities for you to attack in the next 90 days. Once you have defined your niche, you might feel that you are missing out on many clients. You are opening doors to clients that are looking for exactly what you offer. Clearly document what you need from a client by sending them a checklist of information to pass to your firm.

Get Started Today

Or, squeeze in some work in the evening after your networking event. When we were starting up, I’d work until midnight or later to clear my docket so that I had a fresh slate the next day. We have experience in doing sales tax in almost every state and work with clients with job costing and project costing needs. We are the best https://www.bookstime.com/ fit for businesses with annual budgets of over $100K. Know of any other accounting or bookkeeping client questions that can help firms show their value to prospective clients? Dig deeper into your potential client’s relationship with their previous firm. Tax laws change frequently and few business owners can keep up with it all.

I started out with a blog, but I also have a YouTube channel. But, if I had to do it all over again, I would start with a YouTube channel.

Learn What Works And What Doesn’t, From Bookkeepers And Accountants Who Have Been There

They also allow you to reach thousands of people outside of your existing network. Rieva Lesonsky is CEO of GrowBiz Media, a custom content and media company focusing on small business and entrepreneurship, and the blog SmallBizDaily.com.

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