Unit Trust Association

18 Tips on How to Get Bookkeeping Clients

how to get clients as a bookkeeper

Detail start-up costs, services offered, and the daily responsibilities that you must attend to. For instructions on how to craft your business how to get clients as a bookkeeper plan, consider the following information from Millo. One of the leading platforms for connecting bookkeepers with companies in need is Upwork.

how to get clients as a bookkeeper

Bookkeeper360: Best overall bookkeeping service

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. https://www.bookstime.com/ If you have experience with any particular industries, aim for those businesses as well. Once you’ve found some potential bookkeeping clients, it’s time to start turning them into paying customers. Send an email or give them a call, and let them know that you’re a bookkeeper who specializes in small businesses (or in financial accounts, as you prefer).

Target Startup Businesses

  • According to a Bright local survey, around 87% of consumers use Google to research local businesses.
  • Online bookkeeping services typically range from around $200 per month to well over $500 per month if you opt for more frequent reports or back-office add-ons.
  • According to the US Bureau of Labor Statistics (BLS), the median salary for bookkeepers in the US is $45,860 per year as of 2021 [1].
  • Feature these testimonials and case studies on your website, social media profiles, and marketing materials to build trust and influence your prospect’s decision-making.
  • To get new accounting software leads, having the right network is essential.

Bookkeepers have many ways to find potential clients, including email or content marketing, social media campaigns, and asking for referrals. It’s not enough for bookkeepers to have an official social media account; they must engage with their followers to get bookkeeping clients. You want to show that you are the bookkeeping expert your audience needs. This is a huge opportunity for you to get in there and fill in the gaps for them. The same is true for accounting firms that don’t offer the service or other accounting professionals that don’t deal with bookkeeping. The thing about CPAs is that their clients often need bookkeeping services, but either the CPA doesn’t have the bandwidth to offer the service or it just isn’t part of their service offering.

Learn How to Get More Bookkeeping Clients and Grow Your Business

  • Think about other ways to advance your business, such as joining a group related to your demographic.
  • Here, we want to create a profile for our client within our admin client portal (as shown in the video above).
  • If you’re uncomfortable sharing your card in person, you can also market yourself digitally.
  • In business, it is essential to do your research, be prepared, and plan accordingly.
  • The next step in the bookkeeping client onboarding checklist is to gather all the information you need from your client so you can deliver on your service effectively.

LinkedIn is also a great resource if you’re seeking bookkeeping work as it draws a variety of companies from industries that may be a fit for your skills. Bookkeepers and accountants both play a role in your business’s financial health, but business owners probably chat with their bookkeepers more frequently. No add-on services, like tax planning or accrual basis accounting, outside of catch-up bookkeeping. Before joining NerdWallet in 2020, Sally was the editorial director at Fundera, where she built and led a team focused on small-business content and specializing in business financing.

The Profit Constructors is an excellent example of a firm that uses blog posts to increase awareness and generate leads. Gone are those days when clients relied on sales reps to make buying decisions. Today’s customers are more inclined to do their research before making a purchase.

how to get clients as a bookkeeper

You will have to pay a fee, but you will receive tax benefits and legal protection in return. The Bureau of Labor Statistics is a great place to get a birds-eye view of what your industry has to offer. Address Any Inconsistencies — With a sharp eye and the ability to recognize mistakes, bookkeepers must be able to quickly and accurately address any inconsistencies in their books. As you dig deeper into the bookkeeping industry, you will consistently come across several terms. Let’s highlight a few of the most common terms that you will be expected to understand. Clients will post job requests on a hiring board while freelancers will submit detailed proposals.

How to effectively network to find bookkeeping clients for bookkeeping business

Community groups, clubs and chambers of commerce are also excellent places to find new clients. Be sure to have your business cards handy to offer to interested potential clients. You can also get bookkeeping clients by relying on referrals from other businesses in your area. Consider partnering with other businesses that aren’t competitors but have a similar target market as you to promote your business locally.

how to get clients as a bookkeeper

Mastering the Art: 10 Strategies for Getting Bookkeeping Clients

Online local directories are an easy and convenient way for potential clients to find bookkeeping services in their area. Remember, there’s no one-size-fits-all answer when it comes to pricing your bookkeeping services. It’s about finding a balance between what’s fair to your clients and what’s sustainable for your business. Start with these guidelines, and over time, you’ll find the pricing strategy that works best for you. In the world of bookkeeping, aligning with a powerhouse like QuickBooks can set your business up for long-term success.

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. Local search sometimes works, so you shouldn’t neglect this lead-generation channel. Though these directories seem outdated, users can search for bookkeeping services this way. This tool will find your profile on Yahoo, Yelp, Super Pages, MapQuest, or Yellow Pages. It also makes sense to create an account on niche job posting sites like iHireAccounting, AccountingCrossing, or FinancialJobsWeb. These platforms are pretty expensive for employers but are free for candidates.


The Information provided on the UTA website is based on the information provided by the members. As such UTA does not take any responsibility for its accuracy, completeness and timeliness.