How to Get Accounting and Bookkeeping Clients: Experts Share 5 Best Tactics

In order to figure out how much you should charge, look at other bookkeepers that are working with your ideal clients and figure out how much they are charging. Unless you’re already a wiz with numbers, you’re going to need some training to become a bookkeeper. There are many different courses online that offer affordable training options. Sign up to receive more well-researched small business articles and topics in your inbox, personalized for you. Benilyn Formoso-Suralta is a staff writer at Fit Small Business focusing on finance, accounting, and Small Business Loans. She brings with her 12 years of experience as a banking officer with the Bank of the Philippine Islands with expertise in consumer banking, real estate sales, and foreign exchanges. Her expertise is featured throughout Fit Small Business in personal finance, credit card, and real estate investing content.

During this step, they must provide us with anything else that we request of them before we move forward. Client onboarding is an important part of knowing how to work virtually with bookkeeping clients. It’s the period of working with a client from the time that they sign a service agreement and pay you, until the time that you begin delivering services.

Enhance your online presence

Front end activity and VOLUME of clients is what will lead to good clientele, not “perfect marketing”. If 8% will take a step with you, and then a quarter of those become a customer, you’ll get about 30 customers from that. Doing so will get you in front of 1500 people, and provide you with leads. If you want a real business that has high retainer clients, then you’ll need to prospect. Start out by quickly mentioning who you are, and the core services you offer.

You may also use this same strategy with colleagues, strategic networking partners, and any business connections you have or want to establish. Are you ready to work successfully with virtual bookkeeping clients? Follow the five keys that I’ve given you in this blog post on how to work virtually with bookkeeping clients. 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.

Step 2. Develop your online presence.

The secret to growing your bookkeeping business is to have a good strategy. In business, it is essential to do your research, be prepared, and plan accordingly. Some programs, like the FreshBooks Accounting Partner Program, also provide free tools to help you get new clients. FreshBooks Accounting Partners have the opportunity to be included in a directory where business owners can find or be matched with FreshBooks-certified accounting professionals.

You also have to determine your goals and adjust your strategy accordingly. For example, if you want to earn more, you should have more clients or have higher prices. If you start by volunteering for smaller guest-speaking opportunities, you can gradually grow your presentation skills until you feel ready to attend larger-scale conferences. Angie Nelson began working from home in 2007 how do bookkeepers get clients when she figured out how to take her future into her own hands and escape the corporate cubicle farm. Angie’s goal is sharing her passion for home business, personal finance, telecommuting, and entrepreneurship, and her work has been featured on Recruiter, FlexJobs and Business News Daily. You are helping with the upkeep of another business’s most intimate details – their finances.

Get Bookkeeping Clients by Being a Trusted Advisor

And a very lucrative part of your network is the businesses that run parallel to yours. Bumping up your star rating by just 1.5 could mean an increase of up to 13,000 new leads for your business. More than that, these are the perfect places to gather reviews for your business. In other words, you earn trust by proving your worth as an advisor for their company, not just as an accountant. Those leads are hot, because they're already expressing interest in exactly what you do. Just make sure to follow the rest of these tips to ensure you close those deals. By providing a fixed price upfront, you won't have to worry about any surprise bills.

• Perhaps they have been around the small local business world for a while and know more business owners who need your services.
• It is then that we set up clients in any of the apps that we’re using.
• Besides that, if you start to speak on topics, teach people, and help others via content and video, people will get to know you and perceive you as authoritative.
• This allows you to pay only for hours worked instead of having someone always on call.