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…
How to Turn Messy Books into Monthly Clients with a Paid Diagnostic Review
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…
How to Write a Compelling Bio for Your Bookkeeping Business
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…
How to Create an Effective Elevator Pitch for Your Bookkeeping Business
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…
8 Strategies for Finding Bookkeeping Clients
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…
How to Use Freelance Platforms to Find Bookkeeping Gigs
Freelancing has become a viable way for bookkeepers to find clients, build experience, and grow their business. Freelance platforms such as Upwork, Fiverr, and Freelancer offer bookkeepers a global marketplace where they can connect with business owners in need of their expertise. Whether you’re just starting out or looking to expand your client base, using…
How to Start Bookkeeping Business: A Step by Step Guide
Are you passionate about numbers, detail-oriented, and have strong organizational skills? Starting a bookkeeping business might be the perfect venture for you. As businesses of all sizes seek professional help to manage their finances effectively, the demand for skilled bookkeepers continues to rise. In this comprehensive guide, we’ll walk you through the essential steps on…