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. By adding this ask to the process for each new happy customer, you’ll be bound to increase your online reviews and improve your accounting firm’s reputation online. Never underestimate the power of online business listings, especially if your accounting firm is a local business for your area. The first step to managing online listings and reviews is to claim your business online. Claim your Google My Business profile and create a Facebook Business page. You’ll also want to claim your profiles on Yelp, Angie’s List, and any other listing site your clients may use. Fill in all the information you can in your profiles, including a list of your specialized services.
- As an accountant or bookkeeper, you’ve got plenty of competition.
- 1) Head to LinkedIn and type some keywords into the social media search bar that might describe the kind of new clients and business owners you’re looking for.
- Once you have that strategy working, you can decide if it’s time to add another or double down on what’s already working.
- This one is tricky because, as we mentioned before, more clients don’t always mean more money.
- Are you closing the books or are you leading the way in cloud accounting?
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Great Things about Bookkeeping Clients:
The more people you get to know and organizations you get involved with, the easier getting those first 10 paying accounting clients will be. 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. Have you asked your clients to refer your services, or indeed made it easy to? If you have a solid and loyal client-base, they’d probably be more than happy to. And even if you’re starting out, they know that business relies on building good impressions.
Meet with them every 2 – 3 months so you stay fresh in their mind when a referral opportunity comes up. You want to https://www.bookstime.com/ establish a partnership that will result in a consistent flow of quality referrals over a long period of time.
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The firm may be missing deadlines, failing to gather important documentation and information from the clients promptly, and more. Part of building trust is transparently sharing more about your business and how you work. But before you get to that stage, you must ensure you have your business processes on lockdown and ready for sharing with potential clients.
This way, you won’t lose any business, but you’ll still be able to make more money. A bookkeeper’s work is applicable across many different types of industries — after all, every business needs to track and optimize its finances. However, to help market your business and set it apart amongst the competition, you may decide to specialize in a specific industry. Even as the nature of business changes, one job that is always in demand is bookkeeping. Bookkeepers are essential for other businesses to thrive, making sure that they’re keeping track of their financials correctly and on the right track to grow. We believe everyone should be able to make financial decisions with confidence. Hand them a stack of your business cardsPeople often forget information after they’ve been referred to a company.
Step 1 – Update Your LinkedIn Profile
They also allow you to reach thousands of people outside of your existing network. Business International networking events are a great way not only to network, but also gain confidence in talking about what you do as a business. Are you closing the books or are you leading the way in cloud accounting? Here’s our Top 10 ways to win new clients if you’re an accountant or a bookkeeper. Retargeting is when you run ads to people who’ve come to your website, clicked on an ad, or have been exposed to your business through digital marketing. If you take anything away from what I’m teaching here, you must understand the power of retargeting for bookkeeping businesses.
Down the road, you might want toconsider a help desk softwareto communicate with your client base, but I wouldn’t recommend getting that fancy right out of the gate. When you get clients and establish a team, you’ll want the option of being able to work remotely. And if you’re working remotely with your new clients and/or your team, there is just no replacing a video call. Next, set up a separate meeting to present the 3 service options you’ve created to your client to be rather than just blindly sending a proposal. Here we are just understanding the small business itself which is a critical step to get clients. Now you need to find new clients with a simple, repeatable sales process. In this example, I am assuming that you’re looking for small business clients in Miami.
Reach out to, and connect with, all your current contacts. Social media can feel overwhelming and distracting for some. To focus your social media marketing efforts, pick how to get clients as a bookkeeper and develop your professional presence on one or two platforms. Study the topics and include interactive questions, videos, and graphics to keep your viewers engaged.
This “why” is the purpose of your accounting firm and it’s important that the purpose of your accounting firm is incredibly clear to you, your team, and your clients. Traditionally, bookkeeping services are always charged by the hour. You could restructure your rates to benefit both you and your clients. It’s important to remember that you don’t have to raise your prices for all of your clients. You can keep your rates the same for your regular clients and only raise them for new clients.
You are opening doors to clients that are looking for exactly what you offer. The initial meeting with a prospective client will set the tone for the relationship. The client needs to know what they can expect from your firm.
I hope you enjoyed my guide on how to start your own bookkeeping business, accounting firm, or CPA firm. Yes, to start a bookkeeping business you should know how the systems work. It is definitely beneficial to have prior experience working in a finance-related field so you can provide quality service to your clients. It’s easier to standardize your own accounting firm business if you build processes around one of them. The more you can standardize, the more streamlined your business model will be when you get clients.
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