How to market your bookkeeping business

Attract higher paying clients with a website that is truly “Dressed for Success.” Access all Xero features for 30 days, then decide which plan best suits your business. You’ll need some training and certification to become a professional bookkeeper. Hear firm owner Brady Meaux talk about his client onboarding process and how he’s sped up the steps on both the internal team side and external new client side to make everything run like a charm.

Meeting through video or in-person can bring you one step closer to converting your lead. Hearst Newspapers participates in various affiliate marketing programs, which means we may get paid commissions on editorially chosen products purchased through our links to retailer sites. Put your content where your ideal customer is paying attention to it.

Strategy #2: Own Your Digital Footprint

In addition to writing blog posts, you can also submit articles to industry publications or guest post on other websites. Doing so will help to expand your reach and position you as an authority in the field. It can also lead to increased visibility and more potential clients. Next, take a long look at your financial statements and perform a cost analysis to see if you’re actually selling your services for a profit.

This is a great way to stay connected to past, present, and future clients. Create and optimize a website that gets the right people to contact you for your services. Search engines are amazing, and they can search through many types of media. You must find something that works for you, your business, and your audience.

By that time, it’s too late, and they can’t trace the financial documents. This is why it’s critical to track all financial transactions and keep the document records such as receipts, check copies, deposit slips, contracts, tax certificates, and cash flow evidence. Record all company assets such as computer hardware, software, office equipment, furniture, and phones. Maintaining these records will help your bookkeeping and give your complete records or your company assets. Launch a professional online presence for your bookkeeping business with an AI-built website and engaging tools like email marketing and scheduling. Your social media has an incredibly short lifespan and shelflife, and I would only post enough to show up when people are looking at your profile.

Online Marketing Guide for Accountants and Bookkeepers

One of the best way to meet others is to share something valuable and useful. All these things make your lead generation efforts far more effective and save you money. That’s about 1/3 of ALL the people on the internet…and they’re watching videos. Paid Search ads, coupled with retargeting is the best fundamental advertising. If 8% will take a step with you, and then a quarter of those become a customer, you’ll get about 30 customers from that.

If you have an email newsletter, periodically include a link to it for new readers. Hiring a professional videographer to produce the most basic of videos can cost you a few thousand dollars, or much more. Download a free promotional video, professionally done, to use on your website and on social media. Long story short, these ads will work and the remarketing keeps your name in front of them so that they will really want to work with you over time.

Provide helpful free resources

While some small businesses hire bookkeepers or CFOs directly, many successfully outsource these types of services. It is not enough to simply say that you do “accounting” or “bookkeeping.” Think about each skill that you have and turn them into products. It could mean Quickbooks training, budgeting, forecasting, consulting, taxes, tax planning, audits, payroll, advising, or even a retainer fee.

This type of marketing is very effective and can be done using free social media tools. Workee makes it easier to create and send invoices, manage your taxes, and receive money directly, as well as gives you an organized way of carrying out your bookkeeping business. Encourage your satisfied clients to leave reviews and testimonials on your website or social media pages. You can also ask them to share their experience with others on popular review sites such as Yelp or Google Reviews. Be sure to respond to all reviews, whether positive or negative, to show that you value and appreciate feedback from your clients. 4.3 We may aggregate your information into a form where individuals can no longer be identified.

I would never force a customer to use a solution just because you as a firm have made that decision. I find it funny that most of these firms 2 years down the track are now product agnostic. At the end of the day it’s what is right for your client and not one accounting solution fits all.

These platforms provide a great opportunity to connect with potential clients, build a brand, and showcase your work. Local SEO strategies are incredibly effective for reaching your target audience and enhancing your bookkeeping business’s visibility. Local SEO involves optimizing your website and its content for location-based searches. Using local SEO tactics, you improve your chances of being found by potential clients searching for bookkeeping services in your specific region.

This gives businesses the advantage of greater control and perhaps development of a future full-time employee. If the hire works out, the cost can be lower for a business than an outside service. However, this can lead to employees who are not as well-educated or experienced as bookkeepers through a bookkeeping service who have worked with a range of businesses. Generally, the cost is lower in the long run with a bookkeeping service, as training is done more systematically and supervisors are more regimented and experienced.

Build trust and credibility through client testimonials and reviews

However, make sure you do your research and consider whether other attendees are going to fit into your target customer before you invest time or money. Crosby Digital Marketing specializes in digital marketing and advertising services. We are located in Franklin, Tennessee and serve clients across the country. Tell people about specials and promotions that you have going on. Many accounting professionals want to fill their schedules before tax season gets too crazy. Create a page on your website describing the promotion, special, or package.

At the networking sessions, your aim is just to set up a coffee meeting with a prospect. Become known as a reliable source of expert, up-to-date knowledge around accounting, compliance, best practice, and business hacks. Without wasting your budget on people who won’t be interested in your services. The result can be higher conversion rates and a higher return on investment . Double-check everything from your location and phone number to your website and business name are listed correctly wherever your brand appears. Showcase the informative and valuable content that you have been producing.

Network in Person

Whenever a client wants to go outside your specializations, point them in the direction of your accounting partner, and have them do the same for you. With proper bookkeeping, digital marketing agencies can track all their financial information on the books to make key financial decisions and closely monitor their financial capabilities. The following booking tips will help you have a good picture of your financial position and give you a scalable business without much effort. It’s important to have marketing collateral such as brochures on the services you provide to clients and areas you specialise in. Whether its attending a networking event, conference or mail dropping in your region.

• And remember I’m not saying you have to use every solution, however you should always have a backup and not put all your eggs in one basket.
• As a bookkeeper, you need to differentiate yourself from competitors and showcase your expertise to gain trust and credibility with potential clients.
• You’ll start making real progress, and experience first-hand what it’s like to put your ideas into the world.
• While many students and participants may take your instruction and do their own bookkeeping tasks, others may turn to you for more in-depth services or refer you to friends and family members.
• I want to share with you 6 things you should do to get more bookkeeping clients for your bookkeeping business.
• Access all Xero features for 30 days, then decide which plan best suits your business.

Another way to create a strong online presence for your bookkeeping business is by creating social media accounts. Social media is a great way to connect with potential clients and engage with people who follow your brand. Platforms like Facebook, Twitter, and LinkedIn allow you to showcase your expertise, share industry insights, and provide valuable suggestions to people seeking bookkeeping services online. Marketing a bookkeeping business requires a combination of strategies. By following these steps, you can effectively market your bookkeeping business and attract new clients. There are many ways to create a strong online presence for your bookkeeping business.

Somestatement of comprehensive incomes the seeds of those conversations take root and yield results long in the future. Chances are, you’re going to also see the fruit of your time and effort in the near-term. For example, you could choose YouTube as a channel and video as your format. Release weekly videos answering a business owner’s most common questions about how to set up a QuickBooks Online account. The free content on our blog is brought to you because of the kindness of our sponsors. Jamie Turner also acts as a brand ambassador for various brands.

• The DAA’s AppChoices App provides options regarding the collection of cross-app data for your device.
• Networking is another effective way to market your bookkeeping business.
• That’s about 1/3 of ALL the people on the internet…and they’re watching videos.
• Networking opportunities are available through local business organizations, chambers of commerce, and industry associations.
• Using Google Ads is a shortcut to ramp up your bookkeeping marketing and quickly bring in new clients.
• Social media can be a major resource hog and lead to very little business if you’re not careful.

But with the right strategies, you can expand your reach to potential clients and build trust and credibility in your market. Creating a strong brand identity is essential for any bookkeepers business. Start by investing in a professional website that showcases the services, pricing and portfolio of the company. Utilize social media platforms like Facebook and Twitter to share weekly updates with potential clients.