How to Get Accounting and Bookkeeping Clients: 8 Best Tactics
For instance, if you see a recent post about hiring an accountant, you’ll need to offer your services right away. Or if an IT outsourcing company has announced that ten people have joined their team, another pair of bookkeeping hands can be right in time. You need to build your professional social media profile by creating a Facebook page and a https://www.bookstime.com/blog/accounting-for-technology-companies LinkedIn page.
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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. Acquiring more clients requires more than just sending a commercial offer via email.
How to Get Bookkeeping Clients: 11 Places Where Accounting Leads are Hiding
So if you were able to book a good opportunity, you could offer a freelance contract that allows you to work with them for a longer period of time. Focus 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. Success stories allow you to demonstrate how someone found you helpful, showcase your expertise in a certain area and market your services — all in one neat article.
Demonstrate Your Expertise by Offering Seminars or Workshops
The accounting landscape is highly competitive, with almost 90,000 practices in the US alone. Choose the method that you’re most comfortable with and that fits your goals (quick wins vs. long-term brand building etc.) and start How to Meet Your Bookkeeping Needs there. Once you have that strategy working, you can decide if it’s time to add another or double down on what’s already working. Accounting professionals who have found success as thought leaders stress the importance of sharing knowledge freely. Save plenty of time collecting and organizing all the documents you need from bookkeeping clients when you use Content Snare. I’m an entrepreneurial CPA that founded Xen Accounting, a100% cloud-based accounting firm, in 2013.
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These email addresses can be outdated or irrelevant, severely affecting your outreach results. Your website is a great place to communicate who you are and the value you provide. Use it not only to detail the services you offer, but also to build your personal credibility. It’s one of the first impressions people will have of your business. It’s a representation of your entire firm to potential clients, making it worth investing time and money into.
Add photos and videos to your content, and post pictures of happy clients on sites like Instagram and Pinterest. Volunteer to teach in your local community educational institutions. The local community university or college may also decide to give you a job. Also, create a Google My Business account to attract local businesses. With it, you can set your address on the map, select your business type, and add a description, website, and phone number. Collecting a list of leads that might require bookkeeping assistance is relatively easy.
- As you can see, there are a lot of possible ways for you to land more clients and help you grow your business.
- In the same way, you also get to observe the client and know the best strategy on how to win them.
- What you need is a steady source of quality leads, ensuring your sales pipeline never runs dry.
- By answering their question in the forum, not only will you potentially gain a new client, but you’ll also catch the attention of everyone else who’s in a similar position.
Lastly, consider partnering with complementary businesses to expand your reach and customer base. Learn how to get clients for your bookkeeping business and find your first client by understanding what clients are looking for in the accounting industry. Create incentives for clients to write bookkeeping leads and build strong relationships with future clients. Acquiring clients without incentives for clients is difficult, so it’s important to learn how to attract new business.
Social Media Marketing
- At Taxfyle, we connect small businesses with licensed, experienced CPAs or EAs in the US.
- As of January 2024, there were approximately 239 million social media users in the United States alone, according to a study conducted by Statista.
- Having everything centralized in TaxDome helps us, and it helps the client.
- You may hire someone to create a professional website and list all your services and their adjacent prices.
- Now that you’ve read this blog and gained some useful insight, it’s time to implement these tactics.
- Some of you will ask about hourly rates vs fixed rates vs value pricing.
By the same logic, if you want to be a bookkeeper, you should probably hang out with other bookkeepers. I don’t recommend hiring yourself out to a stranger if you don’t have a basic understanding of what a bookkeeper does. It’s hard enough for small business owners to find help with their bookkeeping needs. It wouldn’t be fair to make them retained earnings train you or for you to use them as an experiment while you learn. In this post, we’re going to assume you have some bookkeeping knowledge but just no job experience.
Attorneys, personal and business investment consultants, information technology (IT) pros, and tax accountants likely all have clients needing bookkeeping services. Offer to refer their businesses to your clients, as this will help you expand your client base. Optimizing your online presence is crucial to attract clients online.
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