As a bookkeeper, you know how valuable your services are. But sometimes the hardest part isn’t doing the work—it’s finding the right clients who need your help. The good news? Your dream clients are out there. The even better news? They’re closer than you think. Here are five often-overlooked places where ideal clients are hiding—plus…
As a bookkeeper, finding unique ways to generate leads and attract clients is key to growing your business. One of the most effective yet often overlooked methods is the use of Pop-By’s I first learned about Pop-By’s during my time in real estate, where they were a go-to strategy for staying top of mind with…
A paid diagnostic review is a great way to attract clean-up bookkeeping clients and convert them into long-term monthly retainer clients. Here’s how to do it step by step: 1. Schedule a Discovery Call Your goal in the discovery call is to identify potential bookkeeping issues and position your paid diagnostic review as the next…
Having strong bookkeeping skills isn’t enough—you also need to know how to market your services effectively. Whether you’re just starting or looking to grow your client base, digital marketing can help you attract the right business owners and position yourself as a trusted expert. And the thing about most bookkeepers, we suck at marketing ourselves!…
Growing a quality email list is one of the most effective ways to nurture leads, keep clients engaged, and build long-term relationships. But if you’re not actively working on it, you could be missing out on potential clients who need your bookkeeping expertise. Below are practical strategies to help you expand your email list and…
Are you stumped when it comes to How to Write a Compelling Bio for Your Bookkeeping Business? Tailor your bio to the platform or audience. For example, keep it professional and detailed on LinkedIn but concise and friendly on Instagram. No matter where you are sharing your bio, there are some points to keep in…
As bookkeepers, most of us are introverts. Selling ourselves and our business is sometimes hard right? When it comes to promoting your bookkeeping business, having a strong elevator pitch is key. An elevator pitch is a short, compelling introduction that explains what you do, who you serve, and why someone should choose you. It’s called…
As a bookkeeper, I’ve always known that cleanup work is a goldmine of opportunity, but the month of November proved just how profitable it could be. I earned over $5,000 in just 30 days, solely by offering cleanup services to a business owner who was stressed about her messy books.This is in ADDITION to my…
As a bookkeeper, finding new clients can sometimes feel like a daunting task. However, LinkedIn, the world’s largest professional network, offers incredible opportunities to connect with business owners and entrepreneurs who need your services. Here’s how you can leverage LinkedIn to grow your bookkeeping client base. Download the LinkedIn checklist, the ultimate guide to optimizing…
As a bookkeeper, finding clients can feel like an uphill battle, but the truth is—you’re not alone. Many bookkeepers struggle with this. Here are 8 Strategies for Finding Bookkeeping Clients. Some are in-person and some are online strategies you can use to build a steady stream of clients. In this guide, we’ll walk you through…
