How To Get More Bookkeeping Clients With Digital Advertising

how to get clients as a bookkeeper

Then when you have enough recurring clients, you won’t need to worry about the marketing portion so much. Apart from learning the essential bookkeeping concepts, you also need to learn and become comfortable with accounting software. I’ve put together some tips that will help you land your first batch of clients as a beginner. These are proven strategies used by successful freelance bookkeepers to find clients and keep their calendars full.

how to get clients as a bookkeeper

There are many different accounting software programs out there, so it’s essential to research and find one that would work best for your business. For instance, Quickbooks can help with automating invoices and tracking expenses. By automating repetitive tasks, you’ll be able to free up your time to focus on more important things. Automation takes out the manual tasks allowing you to focus on the bigger picture and providing clients with valuable insights from their data. If you find that you’re constantly busy and don’t have time for anything else, it might be time to raise your prices. It will help weed out overly demanding clients who are only looking for the cheapest option. Outsourcing is that you don’t have bookkeepers on regular payroll.

Let Bookkeeping Marketing Experts Create Your Website

This can be a simple, single-page website that introduces you to visitors, shares your mission statement, has your contact information, and lists the services you offer. This will allow you to send interested parties to a place where they can learn more about you. You can include this URL on business cards, your email signature, social media profile bios and more. Consider your target audience before you invest too much time in social networking. For example, if you’re targeting business owners, you’ll likely have the most success using LinkedIn to promote your services, rather than Facebook. Once you feel confident, start your own threads by posing questions and posting your blogs.

Do you have a list of people who promised to call you back but never did? Then, you’ll be able to successfully target the right people who are in need of your services. If your business is top of mind for your prospective clients, they’ll be more likely to turn to you when they realize they need help. Another interesting place to find new accounting leads is at local events. 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. After all, your clients are entrusting you with their hard-earned money.

Volunteer Your Time to Gain Experience

Establish long-term relationshipsSome postings will be one-time jobs, but don’t let that deter you. After the first job, ask them if they’d like to become a regular client. You can easily see all the events coming up and even filter them down to networking events and industry events. Enabling clients to book appointments with you online will save all of you a lot of time. For example, you would probably speak to university students differently than you would to senior citizens. Stay one steps ahead of your competition by using one or more of these marketing tools to attract clients.

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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. Annual profits of bookkeeping businesses vary, however, you can make anywhere from $10,000 to several million dollars a year. It will all depend on how you manage and scale your business. Check out my ultimate list of my favorite 51 news resources for accountants and bookkeepersto get the latest news and trends. Then it’s just a matter of tailoring your core offering around solving these pain points.

Great Things about Bookkeeping Clients:

Although generalists have more “fish in the sea” to choose from, none of them have a reason to see you as the right accountant or bookkeeper for them. When you focus on a niche, you become the go-to expert for a specific type of client and that can make a huge difference. Are you serving anyone and everyone who comes through the door, or do you have a specialized niche? We’ve asked some of our FreshBooks Accounting Partners to share which tactics they’ve used successfully to find the most clients for their own bookkeeping businesses or accounting firms. Today’s professional marketplace is growing — particularly in terms of remote working positions.

While this may seem like a quick and easy route, that often isn’t the case. I always recommend reaching out to your personal connections and local community first. These are people with whom you may already have trust and rapport. And a small business owner is https://www.bookstime.com/ often more willing to trust someone locally if they are outsourcing for the first time. It can be hard at first to put yourself out there and know how to get bookkeeping clients from home. It may be your first time working with a remote client altogether.

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Conversely, without uncovering that pain point, potential clients would likely be more price sensitive. With this interaction, you have uncovered a pain point, which then increases the value of what you’re offering making it easier to get clients.

How do CA firms generate leads?

  1. Focus Your Lead Generation Efforts.
  2. Create Effective Landing Pages.
  3. Engage in Content Marketing.
  4. Build a Presence for Your Firm on LinkedIn.
  5. Give Something Away.
  6. Make Use of Lead Management Software.

John onboarded a client at the end of this 30-day campaign, resulting in a projected lifetime value of between $21K and $24K. The best way to find out is to do your research and experiment with different how to get clients as a bookkeeper methods. By doing this, you’ll be able to find what works best for your business. And if you want to stay ahead of the competition, you need to make sure you’re constantly upgrading your skills.

Referral Program

Bookkeepers who reach out to them first often get the job. Facebook is undoubtedly a popular social media site that is used by professionals to meet prospects and build a network. You can create a Facebook page for your business, join local Facebook groups, post your services, and ask recommendations from those groups. You’ll be surprised to find out that there are many potential clients who are also looking for services and recommendations in the same Facebook groups. Upwork is an online platform where you can post your freelancing services to find potential clients. If you know how to position yourself strategically and build an industry-specific profile, Upwork is a really great platform to find the bookkeeping clients that you’re looking for. As business expands, many financial professionals like CPAs, accountants, and bookkeepers turn to online avenues to find new clients.

  • One of the best things about hashtag campaigns is that they can work with any type of media across multiple platforms.
  • Add your business information on sites like Google My Listing and Yelp.
  • This is crucial for taxes as well as personal liability protection.
  • Specializing in one industry can actually be far more lucrative in the long run.
  • Once you’ve found your niche you can stay active in the relevant online communities, whether it’s on industry message boards, Facebook groups, Twitter or LinkedIn.

This way, every bookkeeper is responsible for a manageable number of clients. This is probably the most obvious solution, but it’s also the most expensive. But if you’re bringing in more revenue, you can afford to hire someone to help with the bookkeeping.

experience workflow software that helps make sure nothing falls through the cracks.​

These are great ways to attract new clients and grow your bookkeeping business. Look for business startups by volunteering for organizations such as your local Small Business Development Center or SCORE which provide free or low-cost consulting to business owners.

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