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Top 10 Powerful Ways to Get Bookkeeping Clients
Bookkeeping is a key part of running any business. Without clear financial records, a business can easily lose track of money, break tax rules, or miss out on growth. That’s why skilled bookkeepers are always in demand. Whether it’s a small startup or a growing company, everyone needs help keeping their books in order.
But even though businesses need bookkeepers, finding new clients can still be tough. With more people offering services online and many using digital tools, it’s easy to get lost in the noise. This guide will walk you through 10 proven ways to get bookkeeping clients in today’s world.
Did you know? According to the U.S. Bureau of Labor Statistics, the demand for bookkeepers and accounting professionals is expected to stay steady, with over 1.7 million jobs in this field. That’s a huge market to tap into—if you use the right strategies.
1. Build a Strong Online Presence
Why It Matters
Most business owners now search online when looking for help with bookkeeping. That’s why having a strong website, clean branding, and social proof (like testimonials) builds trust quickly. Your online image is often your first impression—and it counts.
How to Do It
- Create a professional website: Make sure it includes your services, experience, and reviews from happy clients. Use keywords like “bookkeeping services near me” to help people find you through search engines.
- Use Google My Business: This boosts your visibility in local search (Internet) results and Google Maps.
- Stay active on social media: Platforms like Facebook, LinkedIn, and Instagram help build brand awareness and trust.
- Search engine optimization (SEO): Use SEO best practices on your website to rank higher on the search engine results page.
Pro Tip
Start a blog to share simple bookkeeping tips. This is a great form of content marketing that drives traffic from people looking for advice—and potential customers.
2. Utilize Social Media Marketing
Best Platforms for Bookkeepers
- LinkedIn: Perfect for networking with other business owners.
- Facebook: Great for joining local business groups and sharing tips.
- Instagram: Good for quick, visual posts like behind-the-scenes clips or tax reminders.
Strategies
- Share helpful tips, such as how to organize receipts or common bookkeeping mistakes.
- Post success stories or testimonials to build credibility.
- Use targeted ads to reach local business owners.
- Engage in comment sections to improve your human communication and social influence.
Case Study
One freelance bookkeeper got 10 clients in 2 months by sending direct messages on LinkedIn after posting value-packed content weekly. A smart social media marketing strategy makes all the difference.
3. Network with Local Businesses
Why Networking Works
Local business owners often choose people they know or meet in person. A trusted referral means more than any ad. That’s why human communication and face-to-face meetings still matter—even in the Information Age.
Where to Network
- Chamber of Commerce events
- Business meetups (like BNI groups)
- Local industry conferences
How to Approach Potential Clients
- Offer a free consultation to show your value.
- Bring business cards with your contact info and services.
- Follow up with an email or a LinkedIn message. Keep it short and clear—people are busy.
4. Offer Free Workshops or Webinars
Why It’s Effective
Teaching builds trust. It shows you’re an expert, not just someone trying to sell a service. People are more likely to hire you after learning from you.
How to Host One
- Choose useful topics like “Money Saving Tax Tips for Small Businesses” or “How to Keep Clean Financial Records.”
- Promote your event through email marketing, social media, and local business groups.
- Use web conferencing tools to reach people beyond your area.
Example
A bookkeeper hosted a free webinar on “Bookkeeping Basics” and landed 5 new clients within two weeks—just from sharing knowledge and following up.
5. Partner with Accountants & Financial Advisors
Why Partnerships Work
Many accountants focus on taxes, not bookkeeping. If you team up, you both win. They refer clients to you, and you return the favor when needed. This shows the power of reciprocity (social psychology).
How to Approach Them
- Offer referral bonuses or agree to swap leads.
- Connect at accounting events or reach out on LinkedIn.
- Be clear about how you can help their clients with bookkeeping and how it adds value.
Success Story
A small firm tripled their client list by building strong ties with three local accountants who didn’t offer bookkeeping services.
6. Use Freelance Platforms
Best Platforms for Bookkeepers
- Upwork
- Fiverr
- Freelancer.com
- Paro
- Bench
Tips for Success
- Make your profile stand out using keywords like “QuickBooks,” “financial services,” and “data processing.”
- Start with competitive pricing to attract clients, then raise rates once you get reviews.
- Ask happy clients for testimonials to show your trustworthiness.
Warning
Don’t lower your prices too much. Your goal is to show your value, not just be the cheapest option.
7. Run Targeted Facebook & Google Ads
Why Paid Ads Work
With smart targeting, you can show your services to business owners who need help right now. Whether they’re searching on Google or scrolling through Facebook, ads let you reach them quickly.
How to Set Up Ads
- Target your ads to local business owners.
- Use strong call-to-action (marketing) phrases like “Struggling with books? Let us help.”
- Retarget people who visited your website using cookies or meta elements.
Budget Tip
Start small—just $5 to $10 per day. Watch what works, then scale up the ones that get clicks and leads.
8. Ask for Referrals from Existing Clients
Why Referrals Are Gold
People trust friends and coworkers more than online ads. A good referral can be the fastest way to get bookkeeping clients.
How to Ask
- Offer a reward: “Get a $25 gift card if you refer someone who signs up.”
- Use email follow-ups after a good experience.
- Set up a simple referral system—maybe with a one-page flyer or a mailing list email.
Example Script
“Hey [Client Name], if you know any business owners who need help with bookkeeping, I’d love to support them. Feel free to pass along my info!”
9. Create YouTube or TikTok Content
Why Video Marketing Works
Short, clear videos help you connect with more people fast. Plus, platforms like YouTube and TikTok favor new content that solves problems.
Content Ideas
- “Top 5 Bookkeeping Mistakes Small Businesses Make”
- “Federal Employee Payroll Deduction Loan”
- “My Daily Routine as a Bookkeeper”
Pro Tip
Turn your videos into blog posts or social posts to get more out of your effort. This is smart digital media use and boosts your brand awareness.
10. Cold Email & Direct Outreach
Why It Still Works
Sending personal emails to the right people still brings results. If your message speaks to their needs, they’ll reply.
How to Do It Right
- Find leads on Yelp, LinkedIn, or through local directories.
- Keep emails short and focused on value.
- Always follow up—most replies come after the second or third message.
Template
Subject: Need help with your bookkeeping?
Body:
Hi [Name],
I noticed your business might not have a dedicated bookkeeper. I help small businesses stay organized, save time, and get ready for tax season. Would you be open to a quick call next week?
Best,
[Your Name]
[Your Website]
Bonus Tip: Retain Clients & Encourage Repeat Business
- Offer loyalty discounts after 6 months.
- Share useful tips monthly to keep them engaged.
- Upsell services like payroll, invoicing, or tax prep.
Building long-term relationships is key in the service industries.
Conclusion
If you want to get bookkeeping clients, you need a mix of online and offline strategies. From building a strong web presence to hosting workshops and building partnerships, these 10 powerful ways will help you grow your client base.
Don’t forget to stay active on social media, test ads, and always follow up. With the right steps, you can build a solid reputation and get more leads regularly.
And if you want help taking the next step, Bit Accounting is here to guide you with expert advice and tailored tools to grow your bookkeeping business faster.
FAQs
1: What is the fastest way to get bookkeeping clients?
Try combining direct outreach (like cold emails) with local networking and social media posts.
2: How do I use SEO to get more clients?
Use tools like Google Keyword Planner, include target terms on your site, and blog regularly to boost your search engine rank.
3: Do I need a website to get clients?
Yes! A professional website improves trust and helps you show up on local search (Internet) results.
4: How can social media help me?
Social media marketing lets you build your brand, connect with local businesses, and show your personality.
5: Is it worth running paid ads?
If done right, yes. Paid advertising helps you target business owners who are actively searching for help.
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