18 Tips on How to Get Bookkeeping Clients

how to get clients as a bookkeeper

Upwork is the most popular and can give you the best chance to find bookkeeping clients. You might want to explore referral programs to motivate your existing customers to refer potential leads. Then, you can grow your email list and keep in touch with potential customers over time.

  • Even if they’re interested in what you have to offer, some prospective clients may back out due to the rates for your services.
  • The key is to narrow your niche and figure out where your target audience spends their time.
  • By using Copilot’s built-in payment system, you’ll save time on billing and provide a convenient, professional payment experience for your clients.
  • Most platforms like LinkedIn, Facebook, Twitter, and Instagram make responding to comments or direct messages easy.

Add your company to local online directories

how to get clients as a bookkeeper

Employers also prefer to hire bookkeepers who have taken some postsecondary courses. So, some professionals may pursue certificate programs in bookkeeping as a how to get clients as a bookkeeper degree alternative. Word-of-mouth referrals are powerful for attracting new clients, and companies with referral programs generate 71% higher conversion rates.

Launch pay-per-click (PPC) ads

Simply, it requires a solid client base and relative prices more specifically if they offer targeted services or meet the needs of higher-end customers. You might choose to work with a variety of industries and business types. This broad exposure can serve as a practical training ground where you learn about different industries, their unique challenges, and their individual needs.

how to get clients as a bookkeeper

Tip 1: Leverage Social Media

  • It’s different from the old days, when you would create an ad to throw on the radio or TV and hope it eventually reached the ideal client.
  • Lastly, look for other professions that could coincide with yours that you could build relationships within those fields.
  • They also allow you to reach thousands of people outside of your existing network.
  • This can be costly and time-consuming, but aligning your own brand with reputable and well-organized events can attract potential clients.
  • During the consultation, listen to your prospective client’s pain points, understand their business, and offer actionable advice.
  • Aside from saying the right things, it’s also important for you to show interest in their answers and to listen to their responses well to demonstrate that you value them as a client.

They also assist in attaining better rankings in search engine results, hence making it easy for people to locate you. By using Thumbtack effectively, you can expose your bookkeeping services to a broader audience and tap into a pool of potential clients who may not have found you otherwise. It’s a proactive way to grow your client base, and the site’s user-friendly interface makes it a convenient option to add to your client acquisition strategy.

Build relationships with CPAs and accounting firms

  • By offering your expertise and advice, you will be the person your contacts turn to when they have a complex bookkeeping need.
  • Maybe you’re worried about income and supporting yourself and making bookkeeping a full-time career.
  • You can also target clients through direct newsletter advertising where you’ll deliver content about your services to the email inbox of potential clients.
  • As a result, new bookkeeping leads are slipping through your fingers more often than you’d like, and your bookkeeping business is missing out on new revenue.
  • LinkedIn tools will cost you from $0 to around $1,000 per month, so you’ll have to check which instrument will suit you best.

Lastly, consider partnering with complementary businesses to expand your reach and customer base. When it comes to getting bookkeeping clients, Thumbtack can be an excellent resource. https://www.bookstime.com/ If you’re unfamiliar with it, Thumbtack is an online platform that connects local service professionals, like bookkeepers, with potential customers in need of their services.

how to get clients as a bookkeeper

Reach out to clients using a cover letter

how to get clients as a bookkeeper

What Are the Most Effective Ways to Market a Bookkeeper’s Services?

  • It may take time to build trust and rapport with other professionals, so be sure to stay in touch to share resources or news, and inquire about how things are going from time to time.
  • Therefore, standing out from the crowd is essential to grow the practice.
  • Their participants can become your future buyers, so you’ll have a reason to talk to them between the sessions.
  • Alright, without further ado, let’s get started with a bookkeeping client onboarding checklist that will help you stand out from other financial services providers.
  • As part of persona development, you identify their interests and where to find them.
  • There are a couple of social media options, such as LinkedIn and YouTube, which are indexed (or placed on Google), but most other social media sites should not be prioritized above your blog.

how to get clients as a bookkeeper