11 Proven Ways On How To Find And Get Bookkeeping Clients

The better you look on these listing sites, the more likely you’ll be to get new bookkeeping leads. It’s not about passing out business cards, giving your elevator sales pitch, or connecting with dozens of people on LinkedIn with no real connection. Many of the methods they have used successfully not only attract new clients but also pre-qualify how to get clients for bookkeeping business them, so you get connected with prospective clients who are the best possible fit. In other words, you end up with better clients and a better experience running your business. Some popular options include QuickBooks, Xero, FreshBooks and Zoho Books, among others. You can read more about our ratings for various business accounting software here.

• The BuzzSumo and BrandMentions platforms will help you scan and analyze content related to bookkeeping and check trending stories.
• When you take the time to explain tax or accounting topics to your prospects, they’ll see you as an expert.
• A referral program can be a great way to entice clients to refer people to your business.
• You’ll want to share some information, benefits, the value you offer, and a way for people to get in touch with you.
• Bookkeeping software’s main focus is on recording financial transactions properly, while accounting software also includes the ability to analyze the impact of those transactions.
• Online bookkeeping services can save business owners both time and money.

Here’s a resource with more SEO for small business strategies that can help improve your online visibility. Sign up to receive more well-researched small business articles and topics in your inbox, personalized for you. Danielle Bauter is a writer for the Accounting division of Fit Small Business. She has owned Check Yourself, a bookkeeping and payroll service that specializes in small business, for over twenty years. She holds a Bachelor’s degree from UCLA and has served on the Board of the National Association of Women Business Owners.

Step-by-step how to get clients for bookkeeping

There are two ways that you can use job posts and job sites to find new business. Join groups, engage in them regularly, and reach out to any connections that are in your niche once you’ve established some rapport. This will pull up all posts and jobs with the keyword “bookkeeping” in them. The benefit of posting on your personal profile is that your post will be seen by friends and family members, who already trust you, and who will likely be happy to contribute to growing your career. More than that, these are the perfect places to gather reviews for your business. 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.

• For example, you could choose YouTube as a channel and video as your format.
• Visitors should immediately understand what services you offer when they land on your website.
• Ask for their feedback and request testimonials, so they become more invested in your success and are more likely to promote your services through their own networks.
• As a bookkeeper, it is critical to know how to get bookkeeping clients so that you can build a sustainable business.
• After all, running a bookkeeping business is (relatively) easy if you know how to attract and retain prospective clients with a successful marketing strategy.

However, for bookkeepers and firms alike, the task of acquiring clients in a competitive market can be a challenging endeavor. But the true power of word-of-mouth marketing lies in satisfying your current clients. Consistently delivering exceptional services earns their trust and loyalty. “A satisfied customer is the best business strategy of all,” says Micheal LeBeouf.

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This niche might find you naturally, emerging from an area where you’ve unwittingly developed expertise and built up a client base. So don’t feel rushed into selecting a niche from the start; instead, allow your experiences to guide you towards your specialism at a pace that feels right for you. By being proactive, sparking conversations, and embracing the adventure. And with a few of the strategies we are about to go over, you’ll be finding new clients in no time. Digital ads target high-intent consumers who are ready to purchase specific services. This allows you to connect with your target market without wasting your budget on people who won’t be interested in your services.

Be clear about who you want to attract as you find accounting clients for your firm. Use your experience with past clients to determine what attributes to look for in the future, as well as attributes to avoid. Find accounting clients who are pleasant to work with and who magnify your talents.

C. Engage with your audience through comments, likes, and shares

If you’re looking for more functionality, the Accounting plan is a better choice, offering reporting, quotes, and estimates for $25/month. If you’re still not sure exactly what you’re looking for, check out our overviews of the top five bookkeeping programs. All are online bookkeeping software applications, all are designed with small business owners in mind, and all are reasonably priced for even the tightest budget. Many small business owners would be well-served by a good bookkeeping software application that records financial transactions properly and produces basic financial statements. Bookkeeper360 is best for businesses that occasionally need bookkeeping services as well as those that want integrations with third-party tools.

Your efforts will create a credible reputation that draws new clients to your firm. According to The Business Research Company, the size of the worldwide accounting services market is anticipated to increase by 11.4% from $587.94 billion in 2021 to $1,009.51 billion in 2026. Once you’ve chosen a topic, make sure you do your research, include numerous interactive opportunities, and create engaging visuals so your audience will want to attend your future events. To garner an audience, reach out to your existing client network and promote your event on your social media pages. This is a great (and free!) opportunity for current and future clients to tap into your expertise.

In this article, we identify 11 things you can start doing now to find more accounting clients. You need a plan to acquire new clients, especially in a digital world where casual conversations are less likely to happen when you’re out and about. You need to create these connections with your target audience on your own. Choose a platform that you’re comfortable with and that resonates with you. We’ve seen bookkeepers market their services on unconventional platforms like Tiktok and Instagram.