Accounting Professionals


11 Proven Ways On How To Find And Get Bookkeeping Clients

12 Minute Read

Effective Ways To Find And Get Bookkeeping Clients | Freelance Bookkeeper, Small Business, And LinkedIn Tips On How To Get More Clients



Entering the world of freelance bookkeeping fills you with excitement. You're thrilled to start your own small business and connect with potential clients through LinkedIn. However, despite your efforts, finding bookkeeping clients proves challenging.
But don't worry! This is an article that will surely help you. This offers valuable insights and strategies to overcome these hurdles and succeed in your freelance journey. With determination and the right guidance, you're on track to turning your bookkeeping venture into a thriving business.

How can I attract bookkeeping clients effectively?

Learn What Clients Are Looking For

Learn how to get clients for your bookkeeping business and find your first client by understanding what clients are looking for in the accounting industry. Create incentives for clients to write bookkeeping leads and build strong relationships with future clients.

Acquiring clients without incentives for clients is difficult, so it's important to learn how to attract new business. As an accounting firm, it's crucial to find accounting professionals who can meet clients' bookkeeping needs and provide exceptional service.

Finding clients and acquiring clients for your bookkeeping business can be challenging, but with the right approach, you can get accounting leads and secure accounting clients for your accounting business.

Further Reading: What You Should Know About Accounting and Bookkeeping Services for Small Businesses in 2024

How to effectively network to find bookkeeping clients for bookkeeping business

Utilizing LinkedIn to connect with potential clients

Utilizing LinkedIn is a great way for potential bookkeeping professionals to connect with potential clients in the bookkeeping industry. By showcasing your expertise in basic bookkeeping and accounting on your profile, you can find new bookkeeping clients who are looking for bookkeeping jobs.

LinkedIn is one of the best places to find potential bookkeeping clients who may not know how to get the services they need. By using the platform to set your bookkeeping and accounting practice apart, you can get new bookkeeping clients and build long-term clients relationships.

Tips for obtaining referrals from past clients for accounting services

Tips for obtaining referrals from past clients for accounting services:

  1. When looking for clients in the world of bookkeeping, it is important to leverage your existing clients and build long-term relationships.
  2. Past clients need to know how to get new bookkeeping clients, so ask for referrals. This can be a great way for potential clients in the accounting and bookkeeping industry to find you.

Set your bookkeeping and accounting practice apart:

  1. By providing exceptional service to your clients, they will be more likely to refer you to their network.
  2. Always ask for referrals and make sure your clients know how much you appreciate their business. This will help you attract more potential bookkeeping clients in the future.

Growing your online presence to attract new clients

Accounting and bookkeeping clients are constantly searching for reliable professionals to manage their financial needs. By growing your online presence through social media, search engine optimization, and a professional website, you can attract new clients who are using these platforms to find accounting and bookkeeping services.

Here are helpful tips:

  1. Create a professional website that's easy to navigate and showcases your services.
  2. Engage with your target audience on social media platforms like LinkedIn, Facebook, or Instagram.
  3. Share valuable content such as blog posts or videos that address your audience's needs and interests.
  4. Build an email list and send regular newsletters or updates to stay connected with potential clients.
  5. Join online communities or groups related to your industry to network and establish credibility.
  6. Consider running online advertising campaigns to reach a larger audience.
  7. Optimize your online presence for local search by claiming your Google My Business listing and encouraging client reviews.
  8. Offer free resources like e-books or webinars to attract visitors and showcase your expertise.

Strategies for attracting new clients as a bookkeeper

Identifying and targeting your ideal client

Identifying and targeting your ideal client is crucial for the success of your business. Start by using market research and data analysis to find out who your target audience is. Once you have identified them, tailor your marketing strategies to reach and appeal to them specifically.

Utilizing online platforms to grow your client base

Utilizing online platforms is a crucial strategy for businesses looking to grow their client base. By leveraging social media, websites, and search engines, companies can use these tools to find and connect with new potential customers.

With targeted advertising and engaging content, businesses can attract and retain clients, ultimately leading to growth and success in the digital landscape.

Utilizing business cards and local networking to find new clients

Utilizing business cards and local networking is a great strategy to find new clients. By attending events and exchanging contact information, you can use your business cards to find potential customers.

Building relationships through face-to-face interactions can lead to future collaborations and business opportunities.

Effective ways to get bookkeeping clients for your freelance business

Utilizing accounting and bookkeeping services to find new clients

Utilizing accounting and bookkeeping services can be a strategic way to find new clients. By accurately tracking financial records and providing insight into areas of improvement, businesses can showcase their expertise and attract potential clients looking for professional and reliable financial services.

Leveraging your current client base to attract new clients

Leveraging your current client base can be a powerful strategy to attract new clients. By offering exclusive deals or promotions to your existing customers, they may be more likely to refer your services to others. You can also use their testimonials and positive feedback to find new customers who trust their recommendations.

Optimizing your online presence to attract clients online

Optimizing your online presence is crucial to attract clients online. Utilize SEO strategies to increase visibility and make sure your website is mobile-friendly. Utilize social media platforms to enhance engagement and connect with potential clients. Analyze analytics data to track user behavior and optimize your online presence.

10 Ways to Get Your First Bookkeeping Client and Keeping Satisfied Clients

  1. Network: Attend local business events, join professional groups, and leverage your existing contacts to spread the word about your services.
  2. Offer Free Consultations: Provide free initial consultations to showcase your expertise and build trust with potential clients.
  3. Utilize Online Platforms: Create profiles on freelance websites, social media platforms, and business directories to reach a wider audience.
  4. Showcase Expertise: Share valuable content related to bookkeeping on your website, blog, or social media channels to establish yourself as an authority in your field.
  5. Ask for Referrals: Request referrals from friends, family, and existing clients to expand your client base.
  6. Collaborate with Other Professionals: Partner with accountants, business consultants, or financial advisors who may refer clients to you.
  7. Offer Special Promotions: Provide discounts or special offers to incentivize potential clients to try out your services.
  8. Attend Workshops or Seminars: Participate in workshops or seminars related to bookkeeping to network with potential clients and showcase your skills.
  9. Use Direct Mail or Email Marketing: Reach out to businesses in your local area through direct mail or email marketing campaigns to introduce your services.
  10. Volunteer: Offer pro bono bookkeeping services to nonprofit organizations or small businesses in exchange for referrals and testimonials.

Further Reading: What You Should Know About Small Business Accounting, Tax, And Bookkeeping Services

Keeping Satisfied Clients:

  1. Communication: Maintain open and transparent communication with clients to understand their needs and address any concerns promptly.
  2. Deliver Quality Work: Consistently provide accurate and timely bookkeeping services to meet or exceed client expectations.
  3. Be Responsive: Respond promptly to client inquiries, emails, and calls to demonstrate reliability and commitment.
  4. Personalize Service: Tailor your bookkeeping services to each client's specific needs and preferences.
  5. Build Trust: Foster trust and confidence by being honest, reliable, and maintaining client confidentiality.
  6. Provide Regular Updates: Keep clients informed about their financial status, progress, and any relevant industry updates.
  7. Seek Feedback: Encourage clients to provide feedback on your services to identify areas for improvement and strengthen your relationship.
  8. Go the Extra Mile: Offer additional support or assistance beyond basic bookkeeping services to add value and exceed client expectations.
  9. Anticipate Needs: Proactively anticipate client needs and offer solutions or suggestions to help them achieve their financial goals.
  10. Appreciate Clients: Show appreciation for your clients' business through small gestures such as thank-you notes, discounts, or loyalty rewards.


To attract bookkeeping clients, start by networking within your community, attending local events, and joining business organizations. Offer valuable content through social media, showcasing your expertise and reliability.

Utilize online platforms like LinkedIn or professional directories to increase visibility. Providing excellent service to existing clients can lead to referrals, while offering introductory discounts or free consultations can entice new clients.

Lastly, consider partnering with complementary businesses to expand your reach and customer base.

How can Taxfyle help?

Finding an accountant to manage your bookkeeping and file taxes is a big decision. Luckily, you don't have to handle the search on your own.

At Taxfyle, we connect small businesses with licensed, experienced CPAs or EAs in the US. We handle the hard part of finding the right tax professional by matching you with a Pro who has the right experience to meet your unique needs and will manage your bookkeeping and file taxes for you.

Get started with Taxfyle today, and see how finances can be simplified.

Legal Disclaimer

Tickmark, Inc. and its affiliates do not provide legal, tax or accounting advice. The information provided on this website does not, and is not intended to, constitute legal, tax or accounting advice or recommendations. All information prepared on this site is for informational purposes only, and should not be relied on for legal, tax or accounting advice. You should consult your own legal, tax or accounting advisors before engaging in any transaction. The content on this website is provided “as is;” no representations are made that the content is error-free.

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April 9, 2024


Antonio Del Cueto, CPA

Antonio Del Cueto, CPA


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