I’m a CPA who has started a new accounting and bookkeeping firm How do I get clients?

 In Bookkeeping

how do bookkeepers get clients

This may require thorough preparation and some technical knowledge, but video marketing is one of the most powerful tactics and will help you target an audience on an emotional level. 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. I’ve learned how do bookkeepers get clients over time to be intentional about the people I want to work with and not just take any client that comes along. Sometimes a difficult client is going to cost you more time, energy, and money than it’s really worth. Once you have a bookkeeping lead, make sure you’re communicating effectively and are dependable by following up on any communication. Respond to their questions quickly, prepare for any meetings like they are an interview, and sell yourself to that lead to make them want to hire you.

  • Speak to your customers’ needs in your posts, and always have a compelling call to action.
  • For instance, you can refer to the lead’s pain points or offer a discount.
  • Let your first know that you have started your own business doing bookkeeping from home and are looking for clients.
  • You can also ask past clients to review your social media profiles or business pages to offer testimonials for potential clients.
  • You can share referrals with one another when a good client comes along who just isn’t a fit.

Besides them being things that I did personally back in 2014, I’ve also built scores of marketing systems and websites for accountants over the last 3 years, and these strategies really work. You can often increase business by offering additional services to clients you already serve. If they use your competitors for services you also offer, explain why your firm can serve them better. The important thing is that you understand what your ideal clients look like before you start chasing them. It’s not always financial factors that put a prospect on the list. You may be prepared to work for less profitable clients while you’re building your reputation. I’m going to go against the grain here and say that in most industries, Twitter isn’t that worth while to get clients.

Re-engage your past clients

Document average times for specific tasks, and monitor progress for each client and each type of task. This can help you spot bottlenecks, and you can address these with system and process adjustments as needed.

While it might feel like you are writing the same blog post over and over, you can target different types of businesses. While networking can seem scary at first, it’s a great way to connect with others in your field and with potential clients. When it comes to connecting on social media, you need to go where your potential clients are. Engage with people on their preferred platform, whether it be Facebook, Twitter, Instagram, or LinkedIn. Nellie Akalp is an entrepreneur, small business expert, speaker, and mother of four amazing kids. As CEO of CorpNet.com, she has helped more than half a million entrepreneurs launch their businesses. A passionate entrepreneur herself, Akalp is committed to helping others take the reigns and dive into small business ownership.

Step 5. Attend public speaking events.

You can build a relationship where you refer clients to one another. Another effective way to network is to connect with other small business owners, such as bloggers, and see if you are able to guest post on their sites with a link back to your site. When you are just getting started, softwares like Quickbooks and Freshbooks are an easy and affordable way to get your bookkeeping business started. As a small business, there’s nothing better than free online advertising. Read more about strategies you can start today to connect more with your customers. With these strategies in your toolbox, it will be much easier to get new clients for your bookkeeping business. Remember, you don’t need to do all these things at once, and you probably shouldn’t even try.

Remote Accounting and Bookkeeping Professionals, all levels … – Going Concern

Remote Accounting and Bookkeeping Professionals, all levels ….

Posted: Mon, 06 Feb 2023 19:10:50 GMT [source]

If you choose to share your accounting expertise and attract bookkeeping leads through content, you’ll need a writer, preferably with expertise in accounting. You can write about the topics your competitors raise or devise topics you think will be valuable to the readers. Find local seminars for bookkeepers at a fair price or join online events dedicated to accounting and taxation. Their participants can become your future buyers, so you’ll have a reason to talk to them between the sessions.

Step 2 – Join LinkedIn Groups and Contribute

The beauty of cross promotion webinars is that you get to swap and leverage each other’s audiences. It’s a fantastic promotion method that can get you a lot of clients if used right. Also have a call to action ready so the audience has a next step to take to work with you and get more information on your business. You can start by signing up to Podcast Guests to get notified on podcasts looking for guest. Be sure you apply to shows where your audience hangs out, not just shows on your industry.

Whether you’re active in community projects, a cycling group, or a golf club, these interactions can become strong client relationships. Even if these aren’t your firm’s areas of expertise, it’s important you play a role in helping them with referrals if you can. This means giving away your knowledge for free, which a lot of people are uncomfortable doing, but it doesn’t mean people won’t turn to you for guidance. A lot of people will start the ebook and realize it’s best to trust an expert instead of doing it themselves. Luckily, there are software solutions that can help you with this.

Step 3. Get certified with an accounting software.

You don’t need to get a publisher’s attention or have anyone’s permission to become a thought leader. She started the company in May 2012 and has successfully grown it into a thriving bookkeeping business.

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