How To Get Your Next 50 Bookkeeping Clients For FREE

Maybe the back of your how to calculate overtime pay card can be a gift card that includes a “30 minute free consultation valued at $99” or something along those lines. Forward thinking and technology driven firms like Legal Vision are your best bet for these kinds of partnerships. To leverage virtual summits you can join one, run one yourself, or both! Bailey Richert has a great writeup on starting a virtual summit if you want to give it a go. Your smartphone is most likely good enough to get started, you don’t need a bunch of fancy equipment. Don’t be scared to direct message people who have been engaging with your content.

Here are nine steps to improve the length and quality of your client list. Double-check everything from your location and phone number to your website and business name are listed correctly wherever your brand appears. Sales channel to Xero integration software to automatically push and approve orders to Xero.

Marketing agency partnership

I don’t know if I’m ready to focus on implementing these strategies right now, how long do I have access to the course? After enrolling, you have unlimited access to this course for as long as you like – across any and all devices you own. You are still trying to figure out what your ideal client looks like, this course is designed to help you identify your ideal client. Free you from competing with other bookkeepers on price alone. Access all Xero features for 30 days, then decide which plan best suits your business.

• You’ll see that if we show up for certain using Google Ads, and we showcase your Google Reviews and the fact that you’re local, you’ll start getting lots of excellent calls and leads.
• They will value your free advice and keep you on top of their mind when the time comes for them to hire a bookkeeper.
• This free 5-part course includes short video lessons with real-world examples from my own accounting and bookkeeping business.
• The Balance has written 7 simple steps to writing a powerful elevator pitch that are worth reading if you want to perfect your pitch.
• If you’re a marketing agency look to software like HubSpot or Active Campaign.

Last, take a stroll along a local business district and visit each one. If you have a specific niche that you do work for or want to do work for, target them here as well. Make sure that your business is listed in any local directories. Place an ad in the local news sources, especially at certain times of the year like tax time.

#2 Use Google Ads with a Google My Business Location Extension

Now that you have business cards that stand out, it’s time to get them seen by potential clients. You don’t need to meet face to face with someone to get your business cards seen. The general idea of these marketplaces is that leads come to the website looking for a particular service. They enter what they’re looking for and applicable businesses are notified that there’s a lead. Those businesses then send a quote and hope to win their business.

• Your mileage may vary by country, but give it a chance if you’re in a location where people search using Bing.
• Some of your bookkeeping prospects may cancel the cooperation for many reasons.
• Talk to local accountants and see if you can work together on customer acquisition.
• You can even get to know other bookkeepers because many are at their capacity and may be willing to refer potential clients to you if they can’t onboard them themselves.

There is a significant need for these services that extend well beyond a person’s local reach. The exact type of content you create depends on the market you serve and your expertise. Finding out how to get bookkeeping clients for your business takes some experimentation. You may find some methods come naturally to you, like social media marketing, while others, like networking, are more difficult. Use this guide to learn the 6 best strategies to get bookkeeping clients.

How To Get Bookkeeping Clients: 6 Strategies To Grow Your Profits

Most organizations also have newsletters or membership guides where you can purchase a classified ad. In the case of a school, you could sponsor the annual carnival, talent show or sports team. Look for business startups by volunteering for organizations such as your local Small Business Development Center or SCORE which provide free or low-cost consulting to business owners. Publish their reviews in the form of written copy and videos on your website and social media pages.

As of 2022, social media also rewards things like reels and shorts, which have an even shorter attention span and tend to lead to even fewer business results. You need a business website, and you can’t overvalue social media. Your LLC business name does not need to match identically to the title that you use in your bookkeeping business. Competes in a finite and smaller “fishing pond” of local leads.

Client Management

Practical business and financial insights, lessons, perspectives, and know-how brought right to your inbox. Just as you should show that you understand what your client values, you should also know what you value and where your expertise lies. Once you find one or two niches you want to hone in on, figure out where those types of people gather. For more information, please check our article on how to get referrals.

Here are 6 ways to get more bookkeeping clients for your bookkeeping business. Let’s explore various options for client acquisition and retention. A virtual bookkeeper is likely to use online accounting software and other cloud-based platforms for their current and future clients. In this post, we’ll shed light on how you can take the next steps in acquiring prospective clients. With a few proven strategies, bookkeepers can use the digital marketplace to keep up with significant client demand.

The scary part of Adwords is that it’s super easy to blow a lot of money, quick. It’s also pretty common for new users to set something up incorrectly, think that it will never work for them, and quit. That’s why if you’re new it might be best to have a digital agency do it for you . If you’re determined to learn yourself Klientboost’s Adwords Guide is a good starting point.

In the world of freelance bookkeeping, it can be challenging to stand out among the thousands of other qualified accounting professionals out there. Consider yourareas of expertise and interestand what kind of connections you might already have to the niche or industry you will target. Building up your client base is challenging, but with the right tools and a plan, you’ll be attracting new clientele in no time. You’ll see that if we show up for certain using Google Ads, and we showcase your Google Reviews and the fact that you’re local, you’ll start getting lots of excellent calls and leads. Besides that, you need to get client reviews, video testimonials, and show off all the good street credibility you’re getting.

This can offer you more billing hours to spare, giving you an opportunity to take on more clients than you previously could. You don’t have to calculate anything, all the reports are ready for you when you open the software. There, you’ll find standard metrics such as COGS or AOV but also special ones like top-performing products, top-refunded customers, or products most purchased together.

These email addresses can be outdated or irrelevant, severely affecting your outreach results. Every city has local organizations that constantly host events for small businesses. These events are great for meeting potential bookkeeping clients and new referral partners. Visit their websites and try to attend at least two events they are hosting this month. Help accounting clients find you by interacting on posts and in relevant groups, or take the first step and reach out to potential clients to introduce yourself. If you’re having trouble getting started, Hootsuite has agreat guide to help you create an attractive page.

As stated above, trust is the most important element when it comes to closing ideal clients. This is because accounting is one of the most essential and critical functions of a business. If they are outsourcing it to your accounting firm, they need to be able to trust your firm to handle this well. 48 Days to the Work You Love is a great book that outlines the process of job searching.

You’ll be surprised to find out that there are many potential clients who are also looking for services and recommendations in the same Facebook groups. Now you know how to get new bookkeeping clients quickly and within your budget. Private bookkeepers and small companies can ask for referrals, use content marketing, and engage SMM specialists. The most effective investment for medium and big players is hiring a lead generation agency that will find qualified bookkeeping leads within a few months. However, when you need to generate many bookkeeping clients quickly, you don’t have time to wait until they find you through content.