How to Get Clients for Bookkeeping: A Complete Guide for 2025

Now that there are plenty of gig workers out there, it’s an important skill to learn how to get bookkeeping clients as a freelancer. About 35% of the entire US workforce is made up of freelancers, and it’s expected that this percentage will get bigger due to the high demand for gig workers. The effectiveness of a channel will depend on your aims, budget and effort spent. Finally, remember that like all marketing strategies, consistency is key. Give your ads some time to work their magic and tweak your approach as necessary based on your results.

• This way, you can take on more clients without worrying about missing deadlines or overwhelming yourself with manual work.
• Using paid advertising to find new clients may seem like the obvious place to start, but many accountants and bookkeepers have found it to be a poor fit.
• To maximize visibility, post in both the “Services” and “Business” sections, and consider linking to your Google Business Profile for added credibility.
• When you’re a Pro, you’re able to pick up tax filing, consultation, and bookkeeping jobs on our platform while maintaining your flexibility.
• Perhaps, the biggest benefit is its ability to personalize communication with potential clients.
• Then you’ll pay for 1,000 displays of the video regardless of the number of clicks.
• From here, you can start building a growth strategy for your business.

Step 1. Identify your audience.

If your business is already registered and you’re stuck with a name you’re not totally happy with, it’s not the end of the world. But if you have the chance to pick a name that actively helps you land clients rather than just being… You don’t want to pick a name that forces you to compete with a dozen established companies just to show up when someone searches for your own business. We’re going https://www.bookstime.com/articles/free-accounting-software to look at a few time-efficient ways to land your first client. For more information on continuous professional development, check out The Balance Small Business’s guide to staying up-to-date in bookkeeping. For further guidance on local SEO, consider online resources such as Moz’s guide to local SEO.

• It may take time to build trust and rapport with other professionals, so be sure to stay in touch to share resources or news, and inquire about how things are going from time to time.
• Aside from saying the right things, it’s also important for you to show interest in their answers and to listen to their responses well to demonstrate that you value them as a client.
• You’ll get more referrals if you provide exceptional customer service.
• This shows potential clients that you are proactive and dedicated to customer satisfaction.

Creating an Informative Website

And don’t forget special analytical tools that simplify your social media advertising routine. The BuzzSumo and BrandMentions platforms will help you scan and analyze content related how to get bookkeeping clients quickly to bookkeeping and check trending stories. Hootsuite, Brandwatch, and Loomly are only a few tools that can create and analyze ad campaigns across all your social media accounts. With these strategies in your toolbox, it will be much easier to entice prospective clients for your bookkeeping business. Remember, you don’t need to do all these things at once, and you probably shouldn’t even try. An advisor becomes an integral part of the client’s business, often leading to referrals and long-term client relationships.

Participate in Small Business Trade Shows 21.

These events attract entrepreneurs actively seeking solutions for their businesses, making it an excellent opportunity to showcase your bookkeeping services. Taking part in community events is a great way to connect with potential clients. Also, being a sponsor is an avenue to increase brand awareness, promote your services, and show your commitment to the community. Email marketing offers numerous benefits that make it a valuable channel for finding clients. Perhaps, the biggest benefit is its ability to personalize communication with potential clients. Though relying solely on referrals and your network may yield initial clients, it’s not sustainable in the long run.

Wave Alternatives for financial management in 2025

You don’t need to shout—you need a petty cash clear, repeatable system that matches your expertise to the people who need it most. In the next few minutes, you’ll discover exactly how to build that client engine step by step. To make the referral process easy, provide a template people can use to refer others to your firm.

• If your client base is looking for a bookkeeper or accounting firm, they’re reading reviews.
• Make sure to communicate this program to your clients through various channels, such as email newsletters or on your website, to encourage their active participation.
• The company might be skipping deadlines, failing to properly collect crucial paperwork and information from clients, and more.
• So, get out there, share your knowledge, and watch as your professional network expands and your client base grows.
• Collaborations and partnerships with related firms can create mutually beneficial relationships and expand your client base.