How to Get Bookkeeping Clients: 11 Places Where Accounting Leads Are Hiding

How do bookkeepers get clients

This is a great way to promote your business locally, as it could get you access to a network of people in your target audience through a business they already trust. Your referral base doesn’t just have to include your current clients. You can also ask for referrals from other businesses in your area. In addition to posting content on social media, consider hosting a webinar or podcast or offering to be a guest on an existing financial podcast.

  • While following up is important, accounting firms have more specific windows when following up can get them a higher number of leads.
  • An online bookkeeping business is similar to a traditional or in-person business, with the exception that most services are offered digitally.
  • You can opt to offer this contract to clients that you’ve worked with multiple times or even with new clients that want to work with you for a long time.
  • For example, suppose you decide to specialize in accounting for the elderly.
  • But sharing the good things your clients and other people are saying about your brand helps to build trust in your brand.

It’s packed with exactly what you need to succeed as a freelancer. Join 100,000+ monthly readers who are leveling up their freelance business. Aside from saying the right things, it’s also important for you to show interest in their answers and to listen to their responses well to demonstrate that you value them as a client. Join over 1 million businesses scanning receipts, creating expense reports, and reclaiming multiple hours every week—with Shoeboxed. Join over 1 million businesses scanning & organizing receipts, creating expense reports and more—with Shoeboxed. Other options are to charge a flat fee or retainer, a percentage of the client’s business income, or a separate fee for each account you manage for them.

Be genuine with your clients

Don’t be afraid, but be aware enough to recognize that if someone keeps ignoring your request for a review, it could be they don’t really want to give a review. Send a friendly and concise follow-up email to your prospects, reminding them of your service. However, you should curate the content in such a way that the recipient doesn’t feel guilty or offended.

How do bookkeepers get clients

When you’re starting out as a bookkeeper, all you can think of is how to get clients and that you need more of them. Maybe you’re worried about income and supporting yourself and making bookkeeping a full-time career. I posted on my Facebook profile that I was a bookkeeper, I was taking on new clients, and I asked my network to share with any of their business owner friends. First, you want to ensure that you can take on as many eCommerce clients as possible, without it affecting the level of service that you provide. However, once you opt for a seasoned professional who accurately defines the target audience and the keyword phrases, the users looking for a bookkeeper will find you with ease.

Create a stand-out customer experience

When it comes to connecting on social media, you need to go where your potential clients are. Engage with people on their preferred platform, whether it be Facebook, Twitter, Instagram, or LinkedIn. Some small and medium sized businesses don’t understand the value that bookkeeping services offer to their business. Log into this social media site for professionals and start engaging with others to help you attract new clients.

Gone are the days when people picked up the newspaper or telephone directory to search for a business. Now they have all https://www.bookstime.com/articles/how-do-bookkeepers-get-clients the information they need at their fingertips. This is why you should never overlook the value of online listings.

ways to find quality leads and scale your bookkeeping business

This allows you to more easily connect with your target market without wasting money on people who won’t be interested in your services. The result can be higher conversion rates and a higher return on investment (ROI). Your level of service can inspire your clients to promote your business through word of mouth or by providing a client testimonial. Your brand awareness is crucial to your success as a bookkeeping practice. People will not trust their finances with bookkeepers they do not know. Sharing your knowledge online helps you pre-qualify your clients.

You’ll also notice that social media has decided to play games in election processes and manipulation of reach. At the whims of a moderator or a fact checker, your entire profile can get shut down if you say the wrong thing about any group of people. First off, social media giants notoriously play games with it’s algorithms and it rewards bottom of the barrel trends and activities. The platform is not going to reward you because generally speaking, you’re trying to feed people broccoli and help them to what’s good for them.

After all, a ‘take on all’ approach is very difficult to manage without additional staff resources. You can include an ideal client analysis as part of your next business plan – then you’ll have a clear idea of what you’re looking for. If you’re not sure what to write about, go back to the social media groups mentioned above and look at the questions people ask. You don’t have to be an expert at digital marketing or SEO, you just need to give freely of your knowledge. A trusted advisor becomes an integral part of the client’s business, often leading to referrals and long-term client relationships. Never underestimate the power of online business listings, especially if your accounting firm is a local business for your area.

I have tons of local clients here in the Twin Cities region, and I RARELY meet my clients in person. Unaware people aren’t in tune with how they’re perceived, and might end up asking for reviews from people they have no business asking reviews for. People don’t need to be former clients to ask them for a review, you could go to former co-workers, friends, and even family. Work on your profile and keep all your contact information readily available. Remember that the better you look on these sites, the more likely you will generate new clients through the platform. Add your business information on sites like Google My Listing and Yelp.

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. It’s an easy way to ask and answer quickly and in an open forum where you can speak to thousands of people at one time.

LinkedIn and Facebook, in particular, have strong group page dynamics. Ask to join groups and then search for relevant topics or questions. Start answering members’ accounting questions, and offer additional help offline or IRL (in real life). You can search for topics or keywords across all platforms with a free search tool like Social Searcher.

Introductory Email For New Bookkeeping Clients (Template)

Getting on other brands’ podcasts also helps you connect to other thought leaders and their audiences. So, whether you choose to share daily, weekly, or monthly depends on your audience’s need for the information. But don’t be afraid to experiment at first to see what works best. Share too little or too scantily, and you’ll struggle with getting enough attention from your target audience.

How do bookkeepers get clients

If you want to multiply your potential reach without wasting your budget, consider online advertising for your bookkeeping business. Online ads—like Yelp Ads or search engine ads—help you get premium placement, including above relevant search results. They also allow you to reach a large volume of people outside of your existing network.