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 proven methods that work, whether you’re meeting prospects face-to-face or leveraging digital platforms.
By the end of this post, you’ll have a clear roadmap for finding your next client and growing your bookkeeping business.
In-Person Client Acquisition Strategies
1. Attend Networking Events & Local Meetups
One of the best ways to build relationships and attract clients is by attending networking events. These gatherings are great opportunities to meet potential clients and showcase your expertise.
Tips:
- Research local business meetups, Chamber of Commerce events, or industry-specific gatherings where you can connect with business owners in need of bookkeeping services.
- Prepare a 30-second elevator pitch. This should clearly explain what you do and how you can help their business.
- For example: “Hi, I’m [Your Name], and I help landscaping businesses manage their finances so they can focus on growing their business. I specialize in working with landscapers, understanding the challenges of seasonal income and tax regulations.”
- Focus on building relationships rather than hard-selling your services.
Pro Tip: Always carry business cards and offer a free consultation when introducing yourself. A small, helpful gesture can open the door to a bigger business relationship.
2. Leverage Referrals and Word-of-Mouth
Referrals are a goldmine for bookkeepers. People are much more likely to trust a service recommended by someone they know.
Tips:
- Reach out to your existing and past clients and ask for referrals. A simple, casual ask like “Do you know anyone who could use my help?” can go a long way.
- Create a referral program where clients get a discount or benefit for referring others to you.
Pro Tip: Even if clients don’t immediately have a referral, simply planting the idea keeps you top of mind when someone they know needs bookkeeping services.
3. Partner with Other Professionals
Building partnerships with complementary businesses can expand your reach. Think about accountants, financial advisors, business consultants—anyone who works with businesses that might need your services.
Tips:
- Offer to exchange leads or co-host a workshop aimed at helping small businesses with financial management.
- Attend industry-specific conferences where your ideal clients gather and build relationships with people who can refer clients to you.
Pro Tip: Position yourself as a bookkeeping expert at these events by offering to speak or present on common bookkeeping challenges and solutions.
4. Join Business or Entrepreneurial Organizations
Networking groups like Business Networking International (BNI) and local entrepreneurial organizations can connect you with a wide array of professionals in need of your services.
Tips:
- Look for organizations in your area that cater to small businesses and entrepreneurs.
- Volunteer for a leadership position within these organizations to gain visibility and credibility.
Pro Tip: Casual encounters during everyday interactions can also lead to business. The next time you visit a local shop or service provider, mention your bookkeeping services. A free app like Blinq allows you to share your contact information digitally and get their email, helping you stay connected and follow up.
Online Client Acquisition Strategies
1. Build a Professional Website
In today’s digital world, a professional website is a must for any business, including bookkeeping. Your website is often the first place potential clients will go to learn about your services.
Tips:
- Make sure your website is clean, mobile-friendly, and easy to navigate. I recommend using WordPress as it’s customizable and cost-effective. Plus, WordPress websites generally rank higher in search engine results.
- Include testimonials, case studies, and a clear call-to-action such as “Book a Free Consultation” to make it easy for visitors to take the next step.
- Avoid outdated visuals like calculators on your website—opt for modern, relevant imagery, such as laptops or professional settings, to give a fresh and approachable vibe.
Pro Tip: Use SEO strategies to optimize your website so that potential clients can find you easily. Plugins like Yoast can help with basic SEO, even in the free version.
2. Leverage Social Media Platforms
Social media is one of the most powerful tools for connecting with potential clients. It allows you to demonstrate your expertise and engage with business owners directly.
Tips:
- Focus on platforms where your target clients are likely to spend time. For instance, LinkedIn is a great place to connect with businesses, while Facebook might be ideal for local entrepreneurs.
- Share tips and content related to bookkeeping, tax planning, and financial management to position yourself as a trusted expert.
- Engage with other users by commenting on their posts, joining relevant groups, and sharing industry news.
Pro Tip: Use LinkedIn’s search feature to find potential clients and engage with them in a non-salesy way. Start conversations, provide value, and the business inquiries will follow.
3. Online Marketplaces & Freelancing Platforms
Freelancing platforms like Upwork, Fiverr, and Freelancer offer access to potential clients looking for bookkeeping services.
Tips:
- Create a professional profile with clear service descriptions and optimized keywords that help clients find you.
- Regularly apply for jobs and deliver value to build a reputation.
- Include a professional document, such as a new client guide, to show your processes and professionalism.
Pro Tip: Start with smaller jobs to build reviews and credibility, then move on to higher-paying projects as your reputation grows.
4. Email Marketing and Cold Outreach
Email marketing is a powerful way to build relationships with potential clients and keep in touch with past clients.
Tips:
- Build an email list by offering valuable resources such as an eBook or a checklist related to bookkeeping.
- Send personalized emails that demonstrate how you can solve your clients’ problems. Include case studies or examples to showcase your expertise.
- Be persistent but polite in following up with potential clients.
Pro Tip: Use tools like Mailchimp or ConvertKit to automate your email campaigns and track the effectiveness of your outreach efforts.
Success Stories: Real Bookkeepers Who Found Clients
Many bookkeepers have successfully landed clients using the strategies above. One such success story involves a bookkeeper who consistently attended local networking events and grew her client base through strong personal relationships. By pairing in-person networking with a well-optimized website and active LinkedIn presence, she consistently attracted new clients month after month.
Bonus Tips for Success
- Stay Consistent: Success doesn’t happen overnight. Whether you’re attending networking events or posting on social media, the key is to keep showing up.
- Build Relationships: Focus on building relationships and helping others. When you offer value, clients will naturally be drawn to your services.
- Stay Current: Keep learning and evolving your skills. Staying on top of industry trends will make you more competitive and attractive to potential clients.
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Take Action Today!
Finding clients doesn’t have to be an overwhelming task. By combining in-person and online strategies, you can create a steady stream of business for your bookkeeping services. Which method will you try first? Start building your network and watch your client base grow!
Looking for more tips on growing your bookkeeping business? Be sure to check this blog post.