A small business can do its own bookkeeping if it has few transactions to record. Small businesses with many transactions and multiple accounts should consider using bookkeeping or accounting software or hiring a bookkeeper. Bookkeeping is the practice of recording all of a business’s financial transactions, helping the owner gain an accurate picture of its financial condition.

They also allow you to reach thousands of people outside of your existing network. Encourage your current clients to refer new clients by offering incentives such as discounts or free services. 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.

B. Offer free resources (e-books, templates) to attract potential clients

QuickBooks Live is best for business owners who want to get their bookkeeping in order but don’t have the time or resources to do it. When you’re starting out as a bookkeeper, all you can think of is how to get clients and that you need more of them. Maybe you’re worried about income and supporting yourself and making bookkeeping a full-time career. Get specific on one area you want to become an expert in, and stick with it. 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.

• While there are many reasons a Facebook ad might not perform well, you can quickly blow your budget attempting to optimize your ads.
• While word-of-mouth referrals are one of the best ways to be introduced to leads, there are many other effective ways to obtain new clients.
• Also, being a sponsor is an avenue to increase brand awareness, promote your services, and show your commitment to the community.
• Many small business owners would be well-served by a good bookkeeping software application that records financial transactions properly and produces basic financial statements.
• Keep your business journal, ledger, and other records in a safe and secure place.

The specific amount you charge your clients for bookkeeping services will depend on your certifications, years of experience and familiarity with the client’s business. Getting new clients is one of the most pressing business concerns for a bookkeeper, and it requires a well-thought marketing plan. We showed you nine tactics that should work well for a professional bookkeeping business. Networking allows you to meet people face-to-face and establish a genuine connection that goes beyond digital interactions.

What is the difference between bookkeeping and accounting?

Local search sometimes works, so you shouldn’t neglect this lead-generation channel. Though these directories seem outdated, users can search for bookkeeping services this way. This tool will find your profile on Yahoo, Yelp, Super Pages, MapQuest, or Yellow Pages. Some of your bookkeeping prospects may cancel the cooperation for many reasons. And sometimes, you’re about to close the deal, but your clients don’t make a payment to initiate cooperation.

Botkeeper is best for accounting firms that want to scale by automating bookkeeping tasks. 48 Days to the Work You Love is a great book that how to get clients for bookkeeping business outlines the process of job searching. Dan Miller recommends picking out 40 businesses that you want to work for and researching them.