Virtual Bookkeeping Services

How do bookkeepers get clients

However, hands-on training during a diploma program will help you gain knowledge and experience in the domain to start your business with finesse. One of the things we pride ourselves on here at Universal Accounting Center is that our programs are designed to help you be in business for yourself but not by yourself. This is to say that with each program you are assigned a coach, a mentor to help you in the coming months apply these resources and principles in your business. Therefore you can also expect to be invited to a Private Facebook group and monthly Q&A.

It is definitely beneficial to have prior experience working in a finance-related field so you can provide quality service to your clients. It’s easier to standardize your own accounting firm business if you build processes around one of them. The more you can standardize, the more streamlined your business model will be when you get clients. 1) Head to LinkedIn and type some keywords into the social media search bar that might describe the kind of new clients and business owners you’re looking for. Your network will grow and some of these local businesses and small business owner contacts will turn into new clients eventually. It’s important that you are thinking of your own business as a complete solution to your client. You are not just providing accounting and bookkeeping services, you are providing much more than that.

Understanding Your Financial Reports

I specifically make mention of areas that need to be customized to your specific country’s needs. A demonstration of how my team and I review our client’s books (self-review and manager review). Veronica then covers the “lessons” she’s learned on her own journey – She’ll share with you what has worked for her and what hasn’t worked. Of course, there is the monthly bookkeeping review workflow to ensure the work is complete and done correctly. The Virtual Bookkeeping Business Model with all the basics of building a solid foundation for your business. This is something that you will always be tweaking as you learn and grow. Launch a website when you’re ready to hang your shingle.

  • You don’t need any specific certifications for this profession.
  • Based on my research, when it comes to SEO (ie. search engine optimization) to help your website and web pages rank high on Google, WordPress comes out ahead.
  • Double-check everything from your location and phone number to your website and business name are listed correctly wherever your brand appears.
  • It is definitely beneficial to have prior experience working in a finance-related field so you can provide quality service to your clients.
  • To start a bookkeeping business you’ll need some training, a community of other bookkeepers to help you with questions, a good computer with strong internet, and a few clients.
  • Are an amazing opportunity to connect with business owners.

Bookkeepers who are qualified, who know the software inside and out, but never had the time or opportunity to really understand marketing, HR or business administration. He says this is how he landed his first handful of clients. In addition, you will have access to a private Facebook community just for students of the course. Being able to connect with other students and learn from those who are already running a successful bookkeeping business is invaluable. However, you need to want to help business owners organize their finances and have good computer skills. There is more to starting a bookkeeping business than just being good at math (although it sure helps!).

Run Instagram Ads

The health and vitality of your company’s finances are nothing to be taken lightly, and as such, any decisions on how they’ll be managed – and by whom – are paramount. You have a business to run, so you may be thinking that you don’t have time to figure out this “virtual” working relationship. The course is designed for beginners with no previous experience. That’s right, even if you have no formal credentials or previous real-world experience, you can become a bookkeeper. This course will teach you the basics and show you how to get clients and set systems in place to succeed.

This will put us around that $100k a year revenue goal. From there, we will move into experimenting by inserting different types of clients into the calculator. I may have some larger clients who pay me $1,000 a month, some medium clients who pay me $500 a month, and some small clients who pay me $250 a month. On the top of the spreadsheet is a place to insert your annual income goals, and it will break it down into your suggested monthly revenue. You can adjust the yearly amount based on your preference, but, for this example, I’ve chosen to use $100k as a yearly gross income. Without wasting your budget on people who won’t be interested in your services. The result can be higher conversion rates and a higher return on investment .

What Industries Need Bookkeeping?

There’s an art to networking, so before you go out, I recommend you read “How to Win Friends and Influence People” by Dale Carnegie. It’s a classic people skills book and can be very helpful. These last few additions to your new accounting client questionnaire are questions a bookkeeper should ask a client, too. When it comes to financial services, ‘financial advisor’ receives a whopping 1 million annual searches. So, it’s great news if your potential client realizes your value as both an accountant and a financial advisor. A client’s business structure will affect every aspect of accounting and bookkeeping.

How do bookkeepers get clients

During your conversations with them , allow them to ask you questions. Help them get clear answers by explaining the situation or requirements without the accounting jargon you might use with fellow CPAs. This could be something like filling out a form with a few simple questions about their business or scheduling a call with you through a calendar app. If you are looking to reach a wider audience, then Facebook, Instagram, YouTube, Pinterest, Snapchat and even TikTok ads can be effective. One of the best ways to grow as an individual is to surround yourself with like-minded people who influence you in a positive way. Don’t just talk about yourself and what you do, ask questions!

The Monthly Newsletter With Hand

If people start sending you LinkedIn connection invites coming from these groups and from local businesses, you know you’re on the right track. To get to know who’s out there, there’s no better way than attending local networking events to collect some business cards.

  • To reach potential clients, you may need to invest in marketing like Facebook or Google ads, direct mail, email campaigns, networking events, or even local newspaper ads.
  • One that is free of stress, and has all the benefits they’re seeking.
  • You can set this up in a number of platforms, including Facebook, Google, and any of the major ad display networks.
  • Case studies are a great way to prove the value of your business through customer success stories.
  • Be prepared to hit the streets to mingle with new business owners to acquire your first few new clients.

While those tasks are essential, it doesn’t mean that you have to be the one doing them. Actually, if you are doing these things, you are wasting a lot of precious time. Process payroll by working with a verified vendor to set-up the payroll account, and then they schedule and process payroll. Virtual Bookkeepers are rock stars, especially the ones we select to serve our clients. Our mission is to help you improve your life by discovering and scaling a part-time hustle or small business idea.

Places To Find New Clients For Your Accounting Firm Or Bookkeeping Business

Following its acquisition in 2018, I started Future Firm to help accountants fast-track the growth of a modern, scalable accounting firm of their own. A nice one-two punch to help automate accounting and bookkeeping services is to use cloud software coupled with an expense management app. If you plan to run your bookkeeping business or accounting firm off of Xero, then Xero Practice Manager could be worth looking into as it integrates very well into it. It’s not as user-friendly as the options above but it’s extremely powerful and many Xero users swear by it. Karbon ain’t cheap, but it’s certainly slick and very popular with certified public accounting firms & bookkeeping teams. Let’s take a look at the main categories of technology that you’ll need to set up at your bookkeeping business or accounting firm.

How do bookkeepers get clients

This will help keep your business top-of-mind to potential clients within the same industry as you. When you are just getting started, softwares like Quickbooks and Freshbooks are an easy and affordable way to get your bookkeeping business started. Is a platform that a lot of bookkeepers use to find clients. You’ll need to get certified to use it, but it’s a great way to land highly targeted leads every month.

Let your first know that you have started your own business doing bookkeeping from home and are looking for clients. Ask if they may know any small businesses in need of accounting assistance. Stop in and shake hands with your small business neighbors. Instead of getting a sponsored booth, consider hosting a breakout at a trade show. Just like a workshop, it’s a great way to deliver value to potential clients and close them after the show.

  • But, as you get more and more practice, it will become much easier.
  • Large conferences usually have local events in the lead up that will take amateur speakers to fill their slots.
  • Many accountants and bookkeepers struggle with generating leads and finding more clients.
  • Just put yourself in the shoes of your target client and search for a group that they’d be interested in.
  • Attracting new clients and onboarding them properly is essential to the success of any accounting or bookkeeping firm.

Just because social media advertising might not be right for your new bookkeeping or accounting firm, that does not mean you should avoid it entirely. Social media marketing can be a great place to connect with a prospective client. You can use your social media channel to share timely tips and resources. It should be a place to share your expertise with a potential client, however, not just spam your target audience. We’ve asked some of our FreshBooks Accounting Partners to share which tactics they’ve used successfully to find the most clients for their own bookkeeping businesses or accounting firms. If you want to gain knowledge and hands-on training in bookkeeping and start providing virtual bookkeeping services in Canada and around the globe. In this digital world, the demand for a virtual bookkeeper and accountant has increased exponentially.

Essential Tips To Help You Get More Bookkeeping Clients

There are too many sites to list that will take your articles, and often, having connections helps too. To find sites that will take your articles, you’ll need to do some research about submission guidelines and locate the correct editor. Many small businesses post ads in Craigslist when they need a bookkeeper, tax help, or QuickBooks support. Answering these ads has generated lots of work for many of my clients . A great way to expand the volume of leads from search traffic is to run Google Ads. They’re easy in that you don’t need graphics like you do with Facebook ads. And Google’s simple platform, AdWords Express, is a nice improvement over the bulkier AdWords platform.

Set Up A Twitter Account

A business card is a must-have when it comes to networking. Have your business card printed and bring it to meetings with potential clients. It may seem trivial, but this method has worked for many people. Post an ad on the site offering your services and see if you generate any interest. How do bookkeepers get clients You might even find people looking for bookkeeping services. A lot of people dive into the deep end of launching their own bookkeeping business without having a clear idea of what it takes to own a successful practice. One that is free of stress, and has all the benefits they’re seeking.

However, the competition in the industry is growing too. Winning over new bookkeeping clients is increasingly difficult thanks to technology. Today a drive down main street to talk to your accountant can easily be replaced by the Zoom call with a virtual firm two states over. If you already are, great, but if you’re not you could be missing out on lots of prospective work. Once you’ve found your niche you can stay active in the relevant online communities, whether it’s on industry message boards, Facebook groups, Twitter or LinkedIn.


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