How to Find Your First 10 Accounting Clients

You’ll need to search for your industry in your country to find the right matchmaking service. The best way to do it is Google “find the best ” and they’ll most likely pop up. Any space will really work though, don’t think you need a co-working space to run a workshop. Start small and don’t expect to get big speaking gigs right away. Large conferences usually have local events in the lead up that will take amateur speakers to fill their slots. When it boils down to it, the tactics don’t change too much by industry. There are many tried and true methods that work regardless of what field you’re in.

Make sure that your business card has relevant information about what you do and how people can reach you and is unique in some way to capture attention. Networking in the community and at events is a great way to build relationships with other complementary professionals. You can also drive traffic to your blog through social media and your email list. A coworking space is a place where people can work together in an office environment that many other professionals share.

Tip 1 – Create Standardized Processes

Bookkeeping work and accounting work consist of repetitive tasks, so having repeating tasks are a great way to automate the creation of them. While some companies use Slack with their clients, I typically advise against that in most cases. Therefore I recommend putting together 3 custom service options in a gold, silver & bronze type approach for each prospective customer you have. A very good CTA can convert about 10% of your readers to clients to be.

It’s the period of working with a client from the time that they sign a service agreement and pay you, until the time that you begin delivering services. You have to have a very good workflow in order to make it work smoothly. You can often increase business by offering additional services to clients you already serve.

Expert Advice for Finding Accounting Clients

Maybe you use Slack for internal communication in your company, but did you know that it can be a good place to find new clients? There is a whole network of Slack channels created for specific industries and interests.

• We’ve also used Case Study Buddy to get professional case studies done for Ignition.
• They enter what they’re looking for and applicable businesses are notified that there’s a lead.
• Host events like workshops, seminars and webinars to give value to your prospective clients.
• She asked for my information so she could pass it along as she saw fit.
• Whatever methods you use, just be sure that they are consistent and easy for your clients.
• You will revisit your strategic plan every 90 days to update it and to reset your rocks.
• Knowing your target audience, marketing your business, and constantly improving your craft is a surefire way to grow your business.

Or if you’re changing your firm’s focus, you could partner with a less specialized general bookkeeping or payroll practice. They could take on the day-to-day functions as you begin to specialize in higher value services. Be open-minded about additional services that you could offer that may increase opportunities for more leads. For example, WorkflowMax offers accountants and bookkeepers the opportunity to be a WorkflowMax Advisor. As an Advisor you can ‘own’ subscriptions and generate an additional income stream. According to The Business Research Company, the size of the worldwide accounting services market is anticipated to increase by 11.4% from $587.94 billion in 2021 to $1,009.51 billion in 2026. However, competition remains fierce, and it can be challenging to bring in new clients as time passes.

Create a professional website

Onboarding is your next opportunity to build a great client relationship that will lead to future referrals and more business. The question becomes, what can you do to improve your success rate with new clients? While there are so many aspects that make up a winning sales strategy, let’s take a look at some of the most essential ways to find and win new bookkeeping clients. The information above is provided for educational and informational purposes only. It is not intended to be a substitute for professional advice and may not be suitable for your circumstances.

• Instead, follow up with the client ‘offline’ and take suggestions on how you can improve your service.
• A word of warning with cold Facebook ads, they may not be right for you.
• This may also be an excellent place to network with other professionals in the industry and learn about new opportunities.
• You can search for topics or keywords across all platforms with a free search tool like Social Searcher.
• For example, if you’re on the first page of Google for the above keyword, you’ll get 1000’s of hits to this single blog post each year.

Having a customized website that ranks well on Google will bring new traffic to your business and more efficiently convert that traffic to sales. CPA Site how do bookkeepers get clients Solutions is a company that specializes in building customized websites for financial professionals and successfully works with thousands of practices.

A referral program is a great way to get more bookkeeping clients within a specific industry, however, it is not the only way to get clients. Small business owners can utilize a variety of unique ways to promote their local businesses. Read more about the top concepts to connect with your customers. Adding advisory accounting services to your menu can be a great long-term play. Past clients who consider you a trusted financial advisor can be a good referral source. Plus, advisory clients provide higher monthly fees, reducing the number of total clients you need to be profitable. Take time to scour those places to find bookkeeper wanted job listings and find businesses you are interested in working for.