How to get bookkeeping clients: 12 effective ways in 2025

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How do you handle reconciliations of bank statements and accounts?

• They want the ease of not having their hands in the finances to free them up to do what they’re great at and that makes them money.
• All information prepared on this site is for informational purposes only, and should not be relied on for legal, tax or accounting advice.
• While there are many reasons a Facebook ad might not perform well, you can quickly blow your budget by attempting to optimize your ads.
• Building relationships through face-to-face interactions can lead to future collaborations and business opportunities.
• To draw in customers, use networking, create a powerful web presence, make use of platforms for freelancing, ask for Google reviews, and collaborate with related companies.
• By adding this step to your accounting sales process, you’ll be sure to add new clients to your business that are better qualified and trust you more from the get-go.

Discuss how you approach problem-solving and provide examples of how you have successfully addressed challenges in your previous roles. Emphasize your analytical skills and your ability to develop effective solutions to maintain accurate and reliable financial records. Set your bookkeeping service apart by getting certified by your accounting software of choice. Most people are familiar with QuickBooks, so we recommend joining the QuickBooks ProAdvisor program.

Step 4. Network with professionals.

Use this time to understand their needs and demonstrate your expertise. A prospective client might be posting a question or looking for bookkeeping tips. Find out if there are any Chamber of Commerce meetings, industry groups, industry conferences, or similar happening near you. You don’t need to go in there with a t-shirt cannon full of business cards.

Bottom line: How to start a bookkeeping business quickly

• Not only does it provide you with the tools to better serve your clients, but it also opens up a new avenue for potential clients to find and trust your services.
• Find out what they love and what they wish could improve to help you provide the best bookkeeping services your audience wants.
• Elevate your search with Huntr’s all-in-one, feature-rich management platform.
• Community involvement is one of the best ways to show that you care about the people around you and that you aren’t just in business to make money.
• To succeed as a bookkeeping business, it’s imperative to know how to get new clients as a bookkeeper to show the true value of working with an actual bookkeeping service versus a computer program.
• You provide upfront value to potential clients, boosting the likelihood of converting them into long-term clients.

We’ve shared some powerful strategies to get new clients for your bookkeeping business, but there is no one-size-fits-all solution. Here are some tactics for finding how to get clients as a bookkeeper prospective clients that haven’t worked as well for the accounting pros we polled. If the idea of in-person “networking” makes you shudder, you can accomplish a lot on LinkedIn.

Increasingly, both staff and independent bookkeepers can work remotely, meaning your client base can be anywhere in the world. According to Investopedia, most policies cost between $500 to $1,000 a year. If you’re patient Law Firm Accounts Receivable Management and do the 10 things suggested in this article, then I believe you will be successful in attracting new clients. Once you have a bookkeeping lead, make sure you’re communicating effectively and are dependable by following up on any communication.

• It’s a great way to show (not tell) future clients you can handle their finances.
• Start your free, 14-day trial of Close today and see how this agile system can help you get even more accounting clients.
• This belief is the foundation of The 6 Figure Bookkeeper Pledge, an initiative designed to create a ripple effect of positive impact worldwide.
• However, most bookkeepers benefit from online marketing, including a solid content strategy and email and social media marketing.
• When starting your bookkeeping firm, reach out to your family, friends, and acquaintances asking them to refer people who may require your services.
• At The 6 Figure Bookkeeper, we believe in the power of small businesses to drive meaningful change—not just in the economy, but in the lives of families and communities.

Although this one is shared online bookkeeping through a personal account, here’s a great example of a social media post created to attract more clients. With so many ways to generate bookkeeping clients online, you’ll need to pick the ones that will work for your business. As I’ve mentioned in a few other blog posts, I’m not a huge fan of this approach, because I feel many business owners jump to it too quickly and have unrealistic expectations. Collaborating with other businesses can be a powerful strategy for acquiring bookkeeping clients. This approach not only gets the word out but also aligns your marketing efforts with the places your potential clients frequent. Certifications give potential clients peace of mind, showing that you’re keeping pace with industry standards and best practices.