How Do Other Virtual Bookkeepers accountants Find Clients?

how do bookkeepers get clients

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. You can establish a referral partnership with professionals who have clients that need accounting and bookkeeping services.

  • On your website is a perfect place to have a blog that provides value to potential new clients by educating on accounting and finance topics.
  • 4) If you provide tax preparation services, they’re a great way to avoid a crazy tax season.
  • Also, you might want to follow my newsletter (/newsletter) as I’ll be releasing a course shortly on how to set your prices, which I’ll announce there.
  • When Disney acquired Lucasfilm, the negotiation process alone took over one and a half years.
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On your website is a perfect place to have a blog that provides value to potential new clients by educating on accounting and finance topics. Or there are also business events, like Evolution Virtual Networking, which allows you to network, speak and learn from other business owners and is completely free. There are so many great options for virtual business groups, such as ONLE. ONLE hosts online business how do bookkeepers get clients and social events including networking groups, educational video series, masterminds, book clubs and more for only £39/month. Events are a great way to connect with potential new clients but you want to make sure that the event is right for your target audience so they will enjoy it and actually attend. Networking is one of the original ways to find new clients, and it’s still relevant now.

Create an online business listing and encourage reviews

Also, try and you will get leads there as well. Kathryn is a Chartered Professional Accountant with over 7 years of experience in both public practice and industry accounting. She has had the opportunity to work with a wide variety of individuals and companies, which gives her a unique perspective on what it takes to be successful in the industry. Kathryn loves all things business and productivity and has been able to combine her love for creating content into writing for accounting firms looking to improve their businesses. Business groups are a great place to build your network as they are full of entrepreneurs or aspiring small business owners who need accounting services. They may talk about their successes and their frustrations, which can provide insight into their niche that you may not be aware of. Practice management software is arguably the most important piece of bookkeeping software in your own accounting firm business.

how do bookkeepers get clients

The alternative would be to focus on a specific niche instead, for instance, bookkeeping for the automotive industry. Yup, well, I still think a lot of those models are all hype.

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Speak to local industry event organisers to find out when the next meeting is being arranged so you can start to build relationships and get referred. Case studies and testimonials are a great place to start, to shine a light on happy customers and show the potential of great bookkeeping.

how do bookkeepers get clients

The more knowledgeable you can become on the topics important to your clients, the more you can help solve their specific issues. For example, suppose you decide to specialize in accounting for the elderly. In this case, you’ll want to work with retirement homes or other groups catering to seniors. Volunteer your services for a few hours to help members with tax forms, or give free, informative talks. Just because social media advertising might not be right for your new bookkeeping or accounting firm, that does not mean you should avoid it entirely. Social media marketing can be a great place to connect with a prospective client.

Build a Referral Network

On the other hand, don’t show apprehension if the review is negative. Instead, follow up with the client ‘offline’ and take suggestions on how you can improve your service. To do this, include a testimonial piece in your sales process. Ask the client to share their views on your work after a couple of months of working. You can also create incentives for clients to write positive reviews about your work. Report that 92% of consumers trust recommendations from people they know.

If you can get your potential client impressed with your business card, they’ll feel guilty throwing it away. Instagram is the opposite of LinkedIn, where it’s the perfect platform for B2C businesses looking for clients—as long as you have images worth sharing. Bing has a decent amount of search volume and cheaper clicks than Adwords making it a very good option for PPC advertising. Your mileage may vary by country, but give it a chance if you’re in a location where people search using Bing.

Also have a call to action ready so the audience has a next step to take to work with you and get more information on your business. Connect with X amount of people a day who are in your target market . The best way I’ve found to use Twitter ads is to wait until a relevant event or conference is happening with a hashtag (Xero’s #xerocon hashtag for the big Xerocon conference is one example). Then you set up a promoted tweet targeting that location and anybody who uses the event hashtag.

Sage for Accountants creates tailored experiences for Canadian accounting and bookkeeping practices – Yahoo Finance

Sage for Accountants creates tailored experiences for Canadian accounting and bookkeeping practices.

Posted: Wed, 30 Nov 2022 08:00:00 GMT [source]

They are traditionally used at networking events, conferences, and even in the office, and still should be. Partner with other qualified and trusted professionals, such as lawyers and investment advisors and build an alliance with them to offer bilateral referrals. Creating an online business page listing, such as Google Business Profile, allows you to control the contact information for your business when searched and builds trust through reviews.

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. In this case and many others, following up was the key both to providing real help to the client and to getting more revenue for the accounting firm.