12 Proven Tactics to Get New Bookkeeping Clients

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. Partners also have access to an online community where like-minded professionals share tips and leads.

Launch pay-per-click (PPC) ads

Email marketing offers numerous benefits that make it a valuable channel for finding clients. Perhaps, the biggest benefit is its ability to personalize communication with potential clients. Remember, the key to finding clients on social media is to consistently share helpful content and engage your audience. Social media platforms such as Facebook, LinkedIn, Twitter, and Instagram are effective marketing tools for building awareness and generating leads. So whether you’re starting your bookkeeping firm or already running an established practice, this article is for you. Though relying solely on referrals and your network may yield initial clients, it’s not sustainable in the long run.

Use Local Directories

As of January 2024, there were approximately 239 million social media users in the United States alone, according to a study conducted by Statista. Join groups, engage in them regularly, and reach out to any connections that are in your niche once you’ve established some rapport. To take this a step further and deliver value early on in your new working relationship, offer to trade referrals with them rather than just ask for theirs.

Utilizing LinkedIn to connect with potential clients

Plus, with the signed contract stored securely in Copilot, you’ll always have easy access to it if needed, providing peace of mind for both you and your client. You’ll quickly see that https://www.bookstime.com/ getting clients can be easy and downright fun, too. The answer is to put yourself out there and clients will come flooding in, assuming your branding and messaging is on target.

• You’ll have to find prospective clients regularly to earn a steady income, which is why it’s important to utilize various platforms for your search.
• This way, you can cater to the types of services and people you work with.
• Don’t let that discourage you though, you just need to start, and the business will come.
• If your ideal customers are all small businesses, for example, find out what local events geared towards small businesses are coming up.
• In this case and many others, following up was the key both to providing real help to the client and to getting more revenue for the accounting firm.
• The goal here is to make your client feel at home in their workspace and provide them with a tailored experience that meets their specific needs.

Networking can be an excellent way to get more business, but you should also have a strategy in place to nurture warm leads. Warm leads are people who express interest in your services but aren’t immediately ready to work with you. Keep tabs on your high-quality leads by adding them to your email marketing list, giving them free resources, and sending them an occasional follow up. You need to build your professional social media profile by creating a Facebook page and a LinkedIn page. It’s important to list your credentials in the profile or “about” sections on these social media accounts so that prospective clients can easily see your skills and experience.

How To Get Bookkeeping Clients Quickly: 19 Tips To Use In 2024

These days, having a professional website and social media profile is crucial to attract clients. If you have a good internet presence, you can build a good reputation, talk to possible customers, and show your expertise. In this blog, we will guide you on the process of how to get bookkeeping clients and provide you with strategies to attract more customers. how to get clients as a bookkeeper In the world of bookkeeping, aligning with a powerhouse like QuickBooks can set your business up for long-term success. Not only does it provide you with the tools to better serve your clients, but it also opens up a new avenue for potential clients to find and trust your services. These referrals are more than just leads, they’re leads with trust built-in.

You’re thrilled to start your own small business and connect with potential clients through LinkedIn. However, despite your efforts, finding bookkeeping clients proves challenging.But don’t worry! This offers valuable insights and strategies to overcome these hurdles and succeed in your freelance journey. With determination and the right guidance, you’re on track to turning your bookkeeping venture into a thriving business. Subcontracting can be an excellent method to land bookkeeping clients promptly, especially when you’re just starting out. When you subcontract, you provide your services on behalf of another business.

• Find out what they love and what they wish could improve to help you provide the best bookkeeping services your audience wants.
• I have an acquaintance who is an attorney who works with business owners, and she wanted to help her clients out by recommending a bookkeeper because that’s a need that she saw they had.
• Be sure to fill in all the information you can in your profiles, including a list of your specialized services.
• Offer valuable content through social media, showcasing your expertise and reliability.
• This just requires a bit more networking skills, getting to know people, and being confident in talking about your business when opportunities arise.
• Collecting a list of leads that might require bookkeeping assistance is relatively easy.

Tips on How to Get Bookkeeping Clients

• But it requires the cultivation of relationships and sometimes involves certain investments.
• Accounting professionals who have found success as thought leaders stress the importance of sharing knowledge freely.
• Engaging with local business associations and networking events can unlock new opportunities.
• Remember that if you cultivate a strong professional presence, people will remember you.
• 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.
• For now, though, you’ll likely want to get a business credit card to fund your bookkeeping business.
• Check out extra lead generation ideas from our experts to increase opportunities inflow.

Invest in your content marketing