20 ways to get bookkeeping clients
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- Опубліковано 10 лют 2025
- Where do you get clients for your bookkeeping business? Here are 20 ideas for you newer bookkeepers. I talk about everything from online marketing to networking with CPAs. You may be surprised by people in your current network who are looking for a bookkeeper. I have ideas for free things you can offer and groups you can join. Want to dig in to this more? Check out my marketing class:
How I got my first 3 clients (free masterclass): finepoints.biz...
How to get clients (Bookkeeper Marketing Coach class): finepoints.biz...
7 Benefits to bookkeeping for free: • 7 benefits to bookkeep...
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☑️My favorite bookkeeper training (affiliate links)
💜Bookkeeper Launch free series: sk293.isrefer....
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☑️Classes taught by me
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☑️Free stuff
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➡How I got my first 3 CLIENTS (free masterclass): finepoints.new...
➡Start a bookkeeping business (free checklist) finepoints.new...
➡LEARN bookkeeping (my favorite training options): finepoints.new...
➡Where to start bookkeeping (chart): finepoints.new...
➡Tax Biz (free intro class on taxes): Bookkeepers.com no longer offers this class!
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Booming Bookkeeping: www.boomingboo...
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▶ Videos to get started bookkeeping:
Learn bookkeeping: • 10 ways to LEARN bookk...
Bookkeeper certification for FREE: • FREE ProAdvisor certif...
How to become a bookkeeper (with chart): • How to become a BOOKKE...
How to get clients: • 20 ways to get bookkee...
What does a bookkeeper do? • WHAT DOES A BOOKKEEPER...
Day in the life playlist: • "Day in the life" of a...
Bookkeeper Launch video: • 10 FIRST IMPRESSIONS o...
Client onboarding: • One Client, START TO F...
How much to charge: • HOW MUCH to charge as ...
Services to offer: • BEGINNER services to o...
▶ More videos you'll like:
Big, medium & small clients: • CLIENT EXAMPLES: Small...
Niches playlist: • Niches for bookkeepers
Before you start: • Bookkeepers: 7 THINGS ...
Impostor syndrome for bookkeepers: • How to overcome IMPOST...
10 reasons to start bookkeeping: • WHY START BOOKKEEPING?
How to clean up a client's books: • How to do a "CLEAN-UP"...
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What's your favorite way to get clients? If you want to dig in to this more, check out my class:
How I got my first 3 clients (free masterclass): finepoints.biz/clients
How to get clients (Bookkeeper Marketing Coach class): finepoints.biz/marketing
@FinePointsBookkeeping can you refer me a bookkeeping client?
I got my larger bookkeeping client through a staffing service looking for a part-time bookkeeper. I would scour all of the part-time bookkeeping jobs to see if they would accept a contract bookkeeper instead. This larger client became my biggest source of income for 7 years. They agreed after I was paid off through the staffing company to hire me as a 1099 contractor. A CPA also gave me their more troublesome clients to help me get started. Don't run out of clients! Always keep more coming in!
Hi do you mentor?
@@HeresMyBit I don't mind helping where I can.
@christinamorris8533 can you refer an bookkeeping client?
Thank you for keeping this video short, so many channels drag on list videos
Glad you enjoyed it! Morgan tries to keep things as concise as possible!
Krista (FinePoints Admin)
the way you communicate is awesome😊
Very helpful, thank you ❤
Why are you saying ,that it is helpful. Have you got any bookkeeping client after seeing this video.
Really help full
Your CPA suggestion really works, they usually need help with books or know people who do, also Enrolled Agent tax professionals who only do taxes, have many clients who ask for bookkeeping services
Yes. Love this! I agree.
Do you have any suggestions on the best way to reach out? Does cold calling or emailing directly work?
i've had several CPA's say, oh great! I'll send all my bookkeeping clients to you. It never happens.
@@dtor2048please do one favour for me to get anyone of client who provides us oitsoucing accounting projects
I got a rather large bookkeeping client by responding to an Indeed job posting!
That's great!!
Krista (FinePoints Admin)
What company if you don’t mind me asking
Thank you for sharing
I need a book keeper asap!!!
Hi, you still looking for a Bookkeeper?
I learnt QuickBooks from its own training path. I have 2 years of experience in another accounting software so I know about accounting. If you say I can send my CV. Please reply
I am a bookkeeper so could u please guide me that how could i increase the clients as fast as possible
Love your energy and vipes
Thanks for watching!
Krista (FinePoints Admin)
What if your chamber of commerce already has a bookkeeper in it? How do you get in there in a friendly way?
Good question. My chamber doesn't care if there are multiple bookkeepers--anyone can join. I may even see it as a chance to get to know someone in the field and compare notes. But, for Business Network International (BNI) groups, they typically only want one of each type of business. In that case you would need to find another BNI group to join.
I do have this older video on how to network with bookkeepers: ua-cam.com/video/4o3lj32EJGo/v-deo.html
Very informative video. Thanks
Glad it was helpful!
Hi
I will create LinkedIn Id... but with my previous i struggled to get clients despite posting and sending connections requests mentioning my skills ....
do you have linkedin accounts ?
Can I provide bookkeeping services to USA clients from Pakistan
Yes, international bookkeeping is possible! Check out this video where Morgan talks about working overseas and getting clients in the US (ua-cam.com/video/XRK_Ww72BkQ/v-deo.htmlsi=GUnUX9VcnqOtW5ji)
Krista (FinePoints Admin)
Found it! ❤
Hah, just saw this after responding to your last comment. Hope you enjoyed this video!
Krista (FinePoints Admin)
Dang. I was really trying to avoid talking to people.
I am indian CMA, can i get us bookkeeping client
Hey! You might really like Morgan's free masterclass about how to get 3+ new clients: finepoints.biz/clients
Krista (FinePoints Admin)
Do you or any bookkeepers out there think that AI is going to take over your jobs? If not take over bookkeeping jobs then greatly reduce the need for them? I was thinking about doing bookkeeping, but I heard an economist say that in the next three years hundreds of millions of jobs will be lost to AI. Bookkeeping seems to be vulnerable to this especially for those who do it remotely such as yourself, and that is what I was planning on doing? Just would like to hear some thoughts.
That's a great question. I'm planning to research this in more detail so I can speak to it in-depth. Obviously, things are advancing quickly right now, and many jobs will be changing. A few things come to my mind:
1. Bookkeepers will begin to use more and more AI to our advantage. As a person directing an AI tool, it will be important to understand the options available. I've already seen this a ton in the last 10 years as QBO has gotten much smarter. It's honestly made my job as a bookkeeper easier and more enjoyable.
2. Some business owners will always want a real person to help them out. They want to focus on other things and don't want to learn to manage multiple online tools (no matter how "easy" it gets).
3. Combining the first two, I see bookkeepers moving toward a more advisory role. We can use AI tools and our knowledge to craft creative, personalized solutions for our clients.
I do have an older video where I talk about this, and will plan to make an update soon: ua-cam.com/video/098Aqbr1ivw/v-deo.html
@@FinePointsBookkeeping It is scary how fast things are progressing right now. Is the AI tool that you are directing QBO?
You are right, some people (Such as myself) will always want to deal with a person and not an AI.
I will check that video out and look forward to your next one on it. Thanks for the reply.
Yes, I was referring to QBO, but I'm sure there are other tools (now and future) also!
well half of these suggestions don't work.
I didn't hear anything new and important from you. I wasted my precious time