
Those credentials come into play when you’re looking for an employee type of role with a firm. But as a freelancer contra asset account for small businesses, most clients care more about your ability to do the work than your background and certifications. Prepare now by continually learning new skills that set your bookkeeping business or accounting firm apart from the crowd. Be the trusted advisor your clients need, and you’ll always have a constant flow of new bookkeeping leads.
What degree do you need to become a bookkeeper?
The best moment to request referrals is right after you’ve completed a project or provided exceptional service and when clients are satisfied. There are other ways to share valuable content besides your blog and social media, such as free webinars. This helps you create meaningful connections and people like you for you. Good relationships are bound to open more doors and bring you more clients.

What are some of the most rewarding aspects of working as a bookkeeper? Some of the most challenging aspects?
Use this guide to answer the question, “What does a bookkeeper do? Well, as you can see, you have a lot of places to find new clients online and to build the right amount of lead generation traffic you need. I left off several directories, especially ones specific to CPAs, because they look abandoned or haven’t come up in search for any of the cities that I have clients in. Here is a fairly comprehensive list of 71 ways you can attract prospects for your accounting firm or bookkeeping business.
- Bench simplifies your small business accounting by combining intuitive software that automates the busywork with real, professional human support.
- Start by contacting complementary partners who may encounter clients needing bookkeeping services.
- To learn more about the differences between bookkeepers and accountants, read QuickBooks’ guide to bookkeeping.
- They primarily serve Boston and Washington DC, but remote positions are available for professionals who live elsewhere.
- The former is more suited to newer bookkeepers with a bit of experience, while the latter seeks a much more experienced candidate.
Remote Bookkeeping Jobs: Summary

They are the most convenient way for potential clients to find bookkeeping services in their location. Serving a niche market in bookkeeping can help you stand out and attract clients more effectively. If you choose a niche well enough, you might be the only accountant from which certain businesses can get services.
Tax Preparation
There were a lot of companies that disqualified me based on that. I remember talking to the manager at my first job before they hired me. The oil and gas sector has specialized accounting rules to organize expenses, oil reserves, and taxes. Bookkeepers working in this sector should part time accounting understand relevant regulations and lease agreements.
Business Cards

For instance, mention how you improved financial reporting times by a certain percentage or how you managed a budget of a specific size. Staffing agencies can be a great way to find remote bookkeeping work with less effort on your part. The agency generally interviews you and gets your resume, then sends you potential opportunities that fit your background and desired position.
This support system ensures you have the guidance and tools needed to master the material and pass the certification exam. If you are invited for an interview, make sure to prepare beforehand. Research the company and its services, dress professionally, and practice answering common interview questions. This will help you make a good impression and increase your chances of getting hired. Like other general job boards, SimplyHired lets you create an account and build or upload your resume for quicker applications and to let recruiters come to you.

Optimize your website to rank in Google search results.
Select the schedule you’d like to Medical Billing Process work within the Quickbooks Online regular business hours. Start your free, 14-day trial of Close today and see how this agile system can help you get even more accounting clients. Do you have a list of people who promised to call you back but never did? When you get to know these businesses, you can set up valuable partnerships that are mutually beneficial to both.
Google Business Profile (Local SEO)
Most of our bookkeepers work at home in an area where they can handle calls privately. However, just because it’s remote doesn’t mean you’ll ever be on your own. Every day, you’ll work together with other bookkeepers to help small businesses and grow your own expertise. When you share your expertise without asking for anything in return, it builds trust and convinces prospective clients without selling. Also, talk to your clients and see what other businesses they’re working with to complete related tasks. You have confidence in what you do, but it can be difficult for business owners to transmit that same confidence to your prospective clients.
How to Get Bookkeeping Clients: 20 Predictable Channels
This tactic will yield little or no results because people go on these platforms to be educated, entertained and informed. According to a Bright local survey, around 87% of consumers use Google to research local businesses. This shows more people are actively looking for companies in their area. To make the referral process easy, provide a template people can use to refer others to your firm. Also, consider offering incentives or discounts to existing clients to further motivate them.