It’s a great way to show (not tell) future clients you can handle their finances. Yet, in an industry where 319,181 bookkeeping firms are vying for their attention, acquiring clients can feel like an uphill battle, especially for new firm owners. Imagine a thriving bookkeeping how to get clients for bookkeeping business practice where clients flow in effortlessly, driving revenue and fueling business growth. This is the vision many aspiring bookkeepers hold dear before venturing into the practice. However, reality often sets in when it becomes a struggle to find customers.

Talk to businesses in your area to see what they are currently paying for bookkeeping services. Talk to people in your network who are also bookkeepers and ask what they are charging. In doing so, you can get a good idea as to the range bookkeepers charge for services.

Leverage Your Existing Network

For this, you’ll want to use a traditional sales approach called outbound marketing. It includes cold calling and email, direct advertising, and other activities that promote your brand. Utilizing accounting and bookkeeping services can be a strategic way to find new clients. Local search engine optimization (SEO) strategies can help your bookkeeping business rank higher in local search results. Optimize your website with local keywords, such as “bookkeeping services in [your city/region],” to attract clients in your specific area.

Collaborating with bookkeeping or accounting influencers can take various forms, such as sponsored posts or social media takeovers to promote your services or firm. This way, you can get their contact details and nurture them by sharing valuable content or offering a free consultation. It will keep your firm top of mind and increase the likelihood of converting them into clients. In addition, workshops and webinars allow you to showcase your accounting tech stack.

Get the Right Software

Tip — if you’re able to do this, offer a prize of 1 month of free services to people who attend your webinar or event. It’s a good way to incentivize attendance, and assuming you do a good job on that free trial, the client will want to continue working with you. Totally worth your money if the writer can get your website ranking right at the top when people search for solutions to their bookkeeping needs. Although this one is shared through a personal account, here’s a great example of a social media post created to attract more clients. And following up more has given real results to other accounting firms. CPA Suzanne Conrad realized that ‘bugging’ people can actually work out to be mutually beneficial when she landed a four-figure contract with someone who was about to miss their IRS deadlines.

As an accountant in Canada, you may register with CPA Ontario Talent, CPA Alberta Job Board, CPA Atlantic, and Accountingjobs.ca. You may also use global job boards, such as Indeed.com, to find both local and international clients in need of your services. You may improve business alliances with other trusted professionals by sending them some of your clients. Once other businesses introduce you to their clients, you may offer cash bonuses if you aren’t in a position to send clients their way.

B. Share educational content, industry news, and tips

Our guide on how to become a QuickBooks ProAdvisor explains the process in more detail. Once you have signed up for QuickBooks Online Accountant and completed the intensive online training, you’ll take a free exam to receive your certification. Other ProAdvisor certifications include QuickBooks Online Advanced and QuickBooks Online Payroll. The Federal Trade Commission develops policy initiatives on issues that affect competition, consumers, and the U.S. economy. The FTC will never demand money, make threats, tell you to transfer money, or promise you a prize.

• Set a bookkeeping schedule, such as weekly or monthly, and stick to it.
• Implementing proactive strategies and investing resources in technology and marketing turns prospects into clients.
• Make sure to stay patient and persistent, as it can take some time to build a robust client base on the platform.
• Business owners alike know that the more you put in, the more you’ll get out.
• Always verify the legitimacy of the client and avoid sharing sensitive personal information.
• This interaction can help you establish a connection with potential clients and increase brand loyalty.

While groups for your industry are great for advice and feedback, they won’t drive a ton of clients. The best groups to join to get new bookkeeping clients are for adjacent industries where your clients may hang out. It is important not to take a “wait-and-see” approach with referrals. Word-of-mouth is one of the most effective ways of finding new clients for any business, and bookkeeping practices are no exception. First, check if your current clients are happy and feel you’re providing the best possible service.

C. Utilize search engine optimization (SEO) techniques for higher visibility

As a small business owner, you get to decide how many clients you want to take on, how much money you want to make, and how many hours you want to work during the day. Are you an accountant in search of a program to organize your invoices and payments, and automate workflows and payroll? Collaborate with clients, stay on track, and grow your firm with QuickBooks Online Accountant. Sharing your skills on the right platforms is crucial to your success. Consider which sites your customers use the most so they can easily connect with you. Low-quality or unflattering pictures are distracting and could ultimately hurt your business.