How to get bookkeeping clients: 20 proven strategies

By using the platform to set your bookkeeping and accounting practice apart, you can get new bookkeeping clients and build long-term clients relationships. Utilizing LinkedIn is a great way for potential bookkeeping professionals to connect with potential clients in the bookkeeping industry. By showcasing your expertise in basic bookkeeping and accounting on your profile, you can find new bookkeeping clients who are looking for bookkeeping jobs. As a bookkeeper, your potential target businesses could include startups, which often require assistance setting up their financial systems and maintaining their books. Freelancers and independent contractors may also not have the time or expertise to handle their own bookkeeping. Plus, professional services firms, such as law firms require ongoing bookkeeping services.

Leverage your existing network

Perhaps most important, developing a niche allows you to charge premium fees. When you’re as a specialist, you’re known for understanding aspects of accounting and offering services that not every accounting professional can do. Premium fees mean more profit in your pocket and they also mean you need fewer clients to reach your goals. Many accountants and bookkeepers struggle with generating leads and finding more clients. Fortunately, it’s a skill you can learn and one that will pay dividends for the life of your business. So after you finish every contract, take the time to thank your clients and ask for a testimonial.

Lastly, consider partnering with complementary businesses to expand your reach and customer base. Learn how to get clients for your bookkeeping business and find your first client by understanding what clients are looking for in the accounting industry. Create incentives for clients to write bookkeeping leads and build strong relationships debt restructuring and sovereign bankruptcy with future clients. Acquiring clients without incentives for clients is difficult, so it’s important to learn how to attract new business. As an accounting firm, it’s crucial to find accounting professionals who can meet clients’ bookkeeping needs and provide exceptional service.

Network with local business groups

Even if they’re interested in what you have to offer, some prospective clients may back out due to the rates for your services. On top of that, you can also advertise your bookkeeping services for free by guest blogging. Accomplishing even just one blog per month can direct you toward prospective clients and open up opportunities for your freelance work. You can also target clients through direct newsletter advertising where you’ll deliver content about your services to the email inbox of potential clients.

To grow your mailing list, offer these resources on your website in exchange for email registrations. Additionally, create a resource library on your website to encourage repeat visits and establish your authority in the field. We know getting new clients is challenging,  that’s why we’ve compiled a comprehensive guide with 20 proven strategies to help you navigate this challenge. Don’t use initial discomfort to avoid trying something new or a little bit daunting, like public speaking or networking (two things that require practice for many of us). Sharing your knowledge can be a great way to build your credibility and your brand. And the way people consume information on the web today makes it easier than ever to establish yourself as a thought leader.

1. These include diversifying your services, working your referral network, and focusing on a niche.
2. At Millo, we strive to publish only the best, most trustworthy and reliable content for freelancers.
3. In other words, you end up with better clients and a better experience running your business.
4. Select a user-friendly website builder such as WordPress, Wix, or Squarespace.

Google Business Profile (Local SEO)

We’ve differences between ebitda and operating cash flow shared some powerful strategies to get new clients for your bookkeeping business, but there is no one-size-fits-all solution. Here are some tactics for finding prospective clients that haven’t worked as well for the accounting pros we polled. If the idea of in-person “networking” makes you shudder, you can accomplish a lot on LinkedIn. This is where many professionals across all industries go to check out the credentials and networks of people they’re considering working with. This will show that you’re serious about having a long-term, reciprocal professional relationship. You have confidence in what you do, but it can be difficult for business owners to transmit that same confidence to your prospective clients.

Offer to refer their businesses to your clients, as this will help you expand your client base. 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. It is important not to take a “wait-and-see” approach with referrals.

Use content marketing

Ensure your site is mobile-friendly and features a clean, professional design. It’s also helpful to look at any interaction as an opportunity for a referral. You need to be at the top of their mind when they realize they need help-whether that is on social media sites like LinkedIn, on Quora, or in their email inbox. In other words, you earn trust by proving your worth as an advisor for their company, not just as an accountant.

This way, you can establish trust, build relationships, and convert prospects to clients. Offering free consultations is a powerful way to leverage this principle in your bookkeeping business. You provide upfront value to potential clients, boosting the likelihood of converting them into long-term clients. These strategies will help you establish yourself as a go-to expert in your niche, attract clients, and differentiate your firm the difference between moral support and emotional support from generalist firms. In the cut-throat bookkeeping industry, social proof can be a powerful asset for bookkeeping firms seeking to get new clients.