18 Tips on How to Get Bookkeeping Clients

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LinkedIn and Facebook, in particular, have strong group page dynamics. Start answering other members’ bookkeeping questions, and offer additional assistance offline or in person, if feasible. Accountants, on the other hand, use the information provided by bookkeepers to summarize a business’s financial position and render financial advice to the business owner.

Partner with Businesses

Bookkeepers might also have degrees in accounting, but most have either technical certifications or on-the-job experience. While the basics of accounting haven’t changed in over 500 years, the practice of bookkeeping has. Bookkeeping was once done manually using actual books called journals and ledgers. Because bookkeeping is based on double-entry accounting, each transaction affects two accounts — one gets debited and the other is credited.

This expertise can appeal to potential clients within your chosen niche, as they may prefer to work with a bookkeeper who understands the intricacies of their industry. Offering a free consultation is an excellent way to showcase your skills and competence to potential clients. It provides a no-risk platform for clients to understand your services, methodology, and how you can tailor your offerings to their specific needs. Understand their requirements and provide solutions that best address their pain points, leaving them with a positive impression of your services and increasing the likelihood of conversion. Yet, when most accountants think about marketing today, they revert to the 1970s methods of direct mail and cold calling. And when they implement those methods, they don’t realize that they risk ruining their hard-earned modern reputation, not to mention paying more for low-quality results.

Unlock the Talent Your Business Deserves

If you’re like most modern business owners, odds are you didn’t become one so that you could practice professional-level bookkeeping. Outsourcing the work to a seasoned bookkeeper can allow you to focus on your business plan and growth. The double-entry system of bookkeeping is common in accounting software programs like QuickBooks. With this method, bookkeepers record transactions under expense or income. Then they create a second entry to classify the transaction on the appropriate account. When it’s finally time to audit all of your transactions, bookkeepers can produce accurate reports that give an inside look into how your company delegated its capital.