How to start a bookkeeping business in 6 steps this year

Accountants, financial advisors, and business coaches often encounter clients who need bookkeeping services but may not offer them directly. Collaborate by exchanging referrals or creating joint marketing campaigns. Social media platforms offer excellent opportunities to connect with potential clients. LinkedIn, in particular, is valuable for targeting small business owners and entrepreneurs. Regularly share informative content related to bookkeeping, tax tips, and financial management to position yourself as an expert in the field.

Tip 5: Join Online Communities

Think of your site and social channels as tireless employees working round the clock. Uku is a team of innovators shaping what accounting practice management should be. As a proudly bootstrapped company with years of experience, we transform how accounting firms work through intelligent, beautiful solutions. You get a partner committed for the long run, solving real problems that matter.

How Can I Franchise My Bookkeeping Business?

• Just make sure that you and your client will include your agreements on the project requirements, frequency of deliverables, payment terms, rates, and billing cycles on this contract.
• Regular check-ins and responsive communication play important roles here.
• A great website is important, but it won’t matter if no one visits it.
• Attorneys, personal and business investment consultants, and even IT pros probably have clients in need of services your accounting startup can provide.

Focus How to Meet Your Bookkeeping Needs on providing quality and relevant content to start building up your follower base. From there, encourage discussions and respond to queries to foster a community around your brand. Bookkeepers should answer financial questions in relevant subreddits without promoting their services directly.

Keep track of your existing and prospective clients

For example, accounting firms who handle tax returns might take advantage of tax seasons to send follow-ups and reminders to past clients or prospects who haven’t taken the leap yet. For example, if you handle tax accounting services, why not partner with a payroll service company? Or, if you offer wealth management services, it might be interesting to partner with an attorney who specializes in handling the legal aspects of wealth, such as wills. And if you specialize in taxes for freelancers, solopreneurs, or small business, consider partnering with free accounting software providers. To win more bookkeeping clients, position yourself as a trusted advisor who guides small businesses on financial decisions—not just as a number-cruncher. LinkedIn events and groups provide natural networking opportunities.

• This shows that investing in technology and related training for accountants might be a good strategy for attracting and retaining customers.
• When I needed to take my business online and didn’t know how to find new clients, the first thing I did was start a blog.
• Bookkeeping is typically viewed as a physically low-risk profession, but things can still go wrong when handling someone else’s finances.
• Simple ways to freely share your expertise are to speak at events, write articles on industry topics, create informative YouTube videos, etc.
• Google even has something called Performance Max, which serves as an all-in-one advertising solution that lets you reach prospective clients from all of these places in a single campaign.
• In fact, I hired roughly one person a year for the 15 years I had a bookkeeping firm before I successfully sold and exited that business in 2023.

We are in a day and age where you have unlimited ability to gain exposure across the Internet. Focus on those couple of platforms to build community, add value, and market your business. Take time to scour those places to find bookkeeper wanted job listings and find businesses you are interested in working for.

Additionally, maintaining a presence on LinkedIn and engaging in relevant online forums or groups can position your business as a trusted expert and generate inbound inquiries. It starts with identifying your ideal clients Bookkeeping for Consultants and their pain points. Then create valuable content like blog posts, ebooks, and videos to address these challenges. This strategy attracts potential clients, builds trust, and positions you as a bookkeeping expert.

Target Specific Businesses That Need Bookkeepers

You can also implement a referral program that rewards clients or partners for successful referrals. We’ll create your professional brand cash flow and make you the go-to bookkeeper for business owners in your area. With our approach, when local businesses search for help, they find you first.