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

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

How and where can one find bookkeeping clients?

Companies often outsource the organization of their finances to independent professionals, then hire accountants for more complex issues and tax filing. Why not trade your accounting services for another entrepreneur’s product or services? For example, barter your accounting skills to a graphic designer in return for a logo, or to a website designer in exchange for getting your website up and running. You can join an official barter exchange (search for them online) or use informal barter with other local business owners. While digital marketing continues to dominate, direct mail can serve as a complementary strategy to capture the attention of your target audience and make a memorable impression.

How and where can one find bookkeeping clients?

Online ads, like with Google or Yelp, help you obtain premium placement above relevant search results. They also allow you to reach thousands of people outside of your existing network. A referral program can be a great way to entice clients to refer people to your business. How to Meet Your Bookkeeping Needs They’re inexpensive to set up and work for almost every industry imaginable. You also don’t need to give a monetary reward for your referral program. Other options are gift cards, credit for your services, or branded items like hats with your business logo.

Accounting Traffic Cornucopia

If they did not hire you on the spot, they are still potential clients that you can send proposals to some time later. Since your professions belong to an almost similar industry, you could explore this path. Have a dedicated space on your website and social media pages for testimonials and reviews. When clients know that their reviews are appreciated, they instantly become returning clients.

Today’s professional marketplace is growing, particularly in terms of remote working positions. You don’t always have to be in the same geographic region to get hired by a business. You can search job sites for ads posted from all over the country to find bookkeeping clients. By adding this ask to the process for each new happy customer, you’ll be bound to increase your online reviews and improve your accounting firm’s reputation online. When you take the time to explain tax or accounting topics to your prospects, they’ll see you as an expert. But when you can successfully advise them on how to handle certain situations or problems, they’ll view you as a trusted advisor and be more willing to purchase your services.

How Important is Networking in the Bookkeeping Business?

Your skill in using this software can help you attract clients because many clients expect bookkeepers to be proficient in QuickBooks. Now that there are plenty of gig workers out there, it’s an important skill to learn how to get bookkeeping clients as a freelancer. About 35% of the entire US workforce is made up of freelancers, and it’s expected that this percentage will get bigger due to the high demand for gig workers. Google also loves content and especially quality content from first-hand experience.

  • One of the 6 Tips to Keep Clients Coming Back as a Freelancer is to introduce a contract that renews on a quarterly or a yearly basis.
  • Accounting takes that information and expands on it through analyzing and interpreting the data.
  • Again, knowing the language of your client is going to be so helpful in attracting and communicating with them.
  • 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.
  • It’s easy to get bookkeeping clients as a freelancer if you already have a rapport with past clients.
  • When making this decision, there are two things you should keep in mind.

And a very lucrative part of your network is the businesses that run parallel to yours. 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.


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