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9 tips to boost client numbers and take your bookkeeping business to new heights


Benilyn Formoso-Suralta is a staff writer at Fit Small Business focusing on finance, accounting, and Small Business Loans. She brings with her 12 years of experience as a banking officer with the Bank of the Philippine Islands with expertise in consumer banking, real estate sales, and foreign exchanges. I’ve learned over time to be intentional about the people I want to work with and not just take any client that comes along. Sometimes a difficult client is going to cost you more time, energy, and money than it’s really worth. Once you have a bookkeeping lead, make sure you’re communicating effectively and are dependable by following up on any communication. Respond to their questions quickly, prepare for any meetings like they are an interview, and sell yourself to that lead to make them want to hire you. This just requires a bit more networking skills, getting to know people, and being confident in talking about your business when opportunities arise.

You can even look for well-established accounting firms that may not have expertise in your area of specialization. Many small-business owners rely on the services of external bookkeepers and accountants to manage their finances, do their taxes and recommend financial business tools. Private individuals also utilize contract accountants to manage their money. With a nearly unlimited supply of clients, it’s important that you define your focus, the services you provide and the locations you serve. Once you’ve got your business plan clearly defined, use it to target your marketing efforts. Yes, it might seem like a lot of time investment, but building strategic relationships is the most critical part of marketing your business. Online advertising has also become an important tool for the B2B market.

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Publish their https://www.bookstime.com/ in the form of written copy and videos on your website and social media pages. When a client posts a review about your work, make sure to reply and thank them for their contribution. 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.

  • Find a creative way to make small business owners visit your booth and leave their calling cards, such as giving away a small token in lieu of their business cards or contact information.
  • You’ll need to reconcile the bank and credit card statements.
  • A clear CTA on your homepage is just one tactic to help turn your website into a tool that converts visitors into potential clients.
  • Ask the client to share their views on your work after a couple of months of working.
  • What you are charging depends on who your ideal client is.
  • You can start by signing up to Podcast Guests to get notified on podcasts looking for guest.

It also means that there’s a big pool of potential clients out there – all trying to spend more time growing their business and less time fiddling with numbers (that’s where you come in). It’s important to be prepared before you attend networking events. Find out as much as possible about the other attendees before you go. Think about what would make your firm valuable to these potential clients. Make sure you meet key people and be sure to follow up afterwards.

Create a professional website

First, you want to ensure that you can take on as many eCommerce clients as possible, without it affecting the level of service that you provide. Before we jump straight into how to attract eCommerce clients, let’s take a quick look at why you should want to attract eCommerce accounting clients. Case studies are a great way to prove the value of your business through customer success stories. A lot of clients in B2B need to convince multiple stakeholders in their business and case studies are a great resource to help them do it. If you’re a marketing agency look to software like HubSpot or Active Campaign. The beauty of cross promotion webinars is that you get to swap and leverage each other’s audiences. It’s a fantastic promotion method that can get you a lot of clients if used right.

types of businesses

Make sure you sign up to both if you haven’t alHow do bookkeepers get clients, and keep your profile up-to-date. Here’s our Top 10 ways to win new clients if you’re an accountant or a bookkeeper. The benefit of using a newsletter is that it can be sent out when you want, and in this case, at regular intervals. This will help keep your business top-of-mind to potential clients within the same industry as you. While it can be a little difficult to present a portfolio, like other creative freelancers, you can collect case studies from your clients.

Don’t Let Bookkeeping Leads Get Away

Online ratings and review sites are the digital word-of-mouth. Over 92% of consumers make a purchase after visiting review sites like Yelp. But how can you make sure your new accounting business is represented on these websites when you’re just starting out and don’t yet have any clients to review your business? By purchasing a few ads when you open your business and start searching for customers, you can be sure local prospects looking for accounting services will see your business’s name. Ads appear in a variety of places, including on relevant search result pages and competitors’ business pages.

There is no quick and easy way to improve SEO, and it is hard work. But it is an investment that will hopefully allow your business to get organic traffic. It’s just as important to keep building relevant content and consistently updating your website, so search engines like Google and Bing decide it is a good and relevant website. Acquiring more clients requires more than just sending a commercial offer via email. For instance, you can refer to the lead’s pain points or offer a discount. Also, your value proposition should look impressive and trustworthy, so add relevant results that show how your current clients benefit from your accounting assistance. Once you’re a company with significant revenues, hiring an appointment-setting agency is a great option.

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