Marketing, finding clients......ASSISTANCE PLEASE!!! Thank you

31 replies
Hi guys. How in the world can I gain clientele for my bookkeeping business? I reached people but no one has the decency to as much as respond and state that they aren't interested/already in business etc, etc.

I've tried everything I can think of

-Instagram
-Posting daily content (got a random like here and there)
-Trying to partner with influencers (not a single response)
-Direct messages to potential clients (not a single response)

Facebook (a little better)
- Used paid ads (only received 5 engagements with 4,000 reach)
- Joined groups
- More direct messages to potential clients (received two responses saying they are tied)

Have also emailed potential clientele, joined forums, nothing at all.
#clientsassistance #finding #marketing
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  • Profile picture of the author Kay King
    no one has the decency to as much as respond and state that they aren't interested
    Not a logical comment to me. No one owes you an answer to an unsolicited email or FB ad or forum comment. If someone sees your paid ad or your forum comment or direct messages....where are they sent after seeing that ad?

    If I had a business and were looking for a bookkeeping business, I would be looking in local ads, looking at the sites of regional/local bookkeeping businesses to see what they have to offer me.

    Do you have a website that highlights your training/experience and lists your service/prices/recommendations?


    Edit: I see you mention 'retail bookkeeping' - have you visited local retailers to talk to them about the accounting systems they use or suggest setting up an efficient system for them?
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    • First of all, thank you for your feedback I appreciate it! Secondly, I should have mentioned that this is remote bookkeeping, I haven't considered anything in a local or regional sense but I guess I should.

      My emails were not cold (intrusive maybe) - in my opinion. I'm personally not a fan of that type of marketing, and was very friendly and personable with the emails " Hi! I specialize in retail bookkeeping services and wanted to know if you guys wanted more info"

      That's it.

      I don't have a website but I have nearly all social media handles. Linkedin, instagram, facebook which I actively post content, and the basics of my specialized bookkeeping.

      I also have a (kinda lengthy) document that in depth describes my offerings (why I'm different) but I haven't added it to any of my social media accounts because of the major disinterest lol! Total bummer.

      I haven't added prices or anything, just the basics but I guess I should do that as well.

      As far as going to local retailers, I've actually taken the online route and watched detailed youtube videos from potential clients about what systems they use in their stores, daily operations and gathered notes about what they could use (definitely) to improve and make everything more efficient.

      I've learned some valuable information from the Facebook groups I've joined, and was looking into next trying to land a CPA referral, so I'll do that and take the advice you've given about scaling down to local and regional advertising.

      My approach wasn't that cold, I didn't throw my prices and services at people I just sent emails asking if they are interested. Which they made clear they aren't lol.

      I offered these influencers (who coach beginning businesses and also own stores) free bookkeeping for a week if they were to give a honest review. Simple.

      Yes I'm desperate lol. Definitely. Thank you for the honesty.

      Not very long at all. And I haven't done anything on a local scale but I will definitely look at visiting a few stores.

      Thank you!! Appreciate the help!! I'm not sure if I will try the social media ad route again, most of the bookkeepers have told me that word of mouth, maybe a youtube channel/forum is how they landed their first clients. All have said ads were a waste of money. If I do use ads I will contact you, thank you again.

      Thank you for the feedback. I've done a lot lol, it's exhausting to even think about which is why I just gave a summary.

      I started with searching for stores and emailing the following :

      "Hello! I'm a bookkeeper that offers specialized services to boutiques including payroll and onboarding, and would like to know if you are interested."

      That's it. Received zero responses from the dozens of boutiques I sent this to.

      Then I created a instagram page, started posting useful content related to bookkeeping, got two likes and one follower from another bookkeeper.

      Went to instagram and paid for ads to reach more people. Ad was a image with my email, and specialities. Received one like and that was that.

      Decided to reach out to a few influencers on Instagram, sent them very polite messages and received nothing.

      Then used facebook to reach out directly to a dozen more boutiques, two replied and told me they were tied. I thanked them for their responses, and that was that.

      I've also tried to join several groups, Quickbooks Pro Advisor forum, and a few other forums and to the ones who were kind enough to approve I posted a few questions, and I also posted my info in those that were ok with advertisement.

      Why me? Bookkeeping can be very cold (and often incorrect and incomplete), and I offer specialized and personalized retail specific services like payroll and new hire onboarding along with industry knowledge concerning day to day retail operations.

      My ideal client is a small, trendy store owner with 15 or less employees.

      She probably stopped because bookkeeping is very boring and demanding if you don't manage it correctly and it's no fun working for construction companies.

      I haven't used craigslist yet (because it's craigslist) but I have heard that it is the way to go although I really wonder if it would apply to my specific niche.
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  • Profile picture of the author GordonJ
    Originally Posted by retailbookkeeping View Post

    Hi guys. How in the world can I gain clientele for my bookkeeping business? I reached people but no one has the decency to as much as respond and state that they aren't interested/already in business etc, etc.

    I've tried everything I can think of

    -Instagram
    -Posting daily content (got a random like here and there)
    -Trying to partner with influencers (not a single response)
    -Direct messages to potential clients (not a single response)

    Facebook (a little better)
    - Used paid ads (only received 5 engagements with 4,000 reach)
    - Joined groups
    - More direct messages to potential clients (received two responses saying they are tied)

    Have also emailed potential clientele, joined forums, nothing at all.
    No one has the decency to as much as respond...

    Maybe they felt you lacked decency in your cold approach?

    What do you offer to an influencer? Why would they want to partner with you? .

    It seems your efforts have been one sided, maybe even with a little stench of desperation mixed in. It appears you may not have given them A GOOD ENOUGH REASON to respond, having nothing to do with decency, civility, or manners.

    Suggest you look in the mirror to see the problem.

    GordonJ
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  • Profile picture of the author Kevbrow
    For how much time have you been trying to get clients?

    Have you tried going to a local business that could need your services?

    You need to have patience and keep trying to build a portfolio in which you can show your previous jobs until you have a full client list.

    Also if you need some improvement with your social media ads, you can DM me for some tips.
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  • Profile picture of the author DABK
    You did a bunch of things. You do not say how you did it. The how is essential.

    So, how did you do what you did?

    Also, what is your positioning? Why would a company hire you?

    Also, who is your ideal client? Why?

    I only had a bookkeeping company as a client once, years ago. The owner told me she was after construction companies, small ones. I consulted her on positioning and such then wrote her an ad to he placed in a publication for construction company owners.

    She put it in Craig's list once, got a larger than she expected company to hire her company. Then she stopped. I never understood why, but this reconfirmed for me that it is not that hard if you are clear on who you want and why they should choose you.




    Originally Posted by retailbookkeeping View Post

    Hi guys. How in the world can I gain clientele for my bookkeeping business? I reached people but no one has the decency to as much as respond and state that they aren't interested/already in business etc, etc.

    I've tried everything I can think of

    -Instagram
    -Posting daily content (got a random like here and there)
    -Trying to partner with influencers (not a single response)
    -Direct messages to potential clients (not a single response)

    Facebook (a little better)
    - Used paid ads (only received 5 engagements with 4,000 reach)
    - Joined groups
    - More direct messages to potential clients (received two responses saying they are tied)

    Have also emailed potential clientele, joined forums, nothing at all.
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    • Profile picture of the author Johnny12345
      Originally Posted by retailbookkeeping View Post

      "Hello! I'm a bookkeeper that offers specialized services to boutiques including payroll and onboarding, and would like to know if you are interested."
      Wait... THAT was your email message? No wonder they didn't respond. You didn't give them enough information to decide if they were interested.

      Seriously, you're going to need better sales copy than that. You need to tell them what you are offering, why they should choose you, and then make them an irresistible offer.

      But, let's continue...

      Did you follow up with another email (or a phone call)?

      Did you offer them "value"? That is, did you, perhaps, include the link to a free report you created that they would find valuable? And that would help establish your authority and expertise?

      Do you have a website that effectively sells them on your service? Did you include your URL in your email?

      There's a structure that copywriters use called AIDA. It stands for Attention, Interest, Desire, and Action. Your email barely even checks the box for the first "A."

      In a nutshell, my first thought is...

      Why in the world would they bother to respond to that email?

      John
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      • Wait... THAT was your email message? No wonder they didn't respond. You didn't give them enough information to decide if they were interested.

        Seriously, you're going to need better sales copy than that. You need to tell them what you are offering, why they should choose you, and then make them an irresistible offer.

        But, let's continue...

        Did you follow up with another email (or a phone call)?

        Did you offer them "value"? That is, did you, perhaps, include the link to a free report you created that they would find valuable? And that would help establish your authority and expertise?

        Do you have a website that effectively sells them on your service? Did you include your URL in your email?

        There's a structure that copywriters use called AIDA. It stands for Attention, Interest, Desire, and Action. Your email barely even checks the box for the first "A."

        In a nutshell, my first thought is...

        Why in the world would they bother to respond to that email?

        John
        These small store owners need payroll and onboarding services, because of the high turnover. There are other bookkeepers who offer payroll but little to none that offer onboarding which is very important for new hire retention and loyalty.

        Obviously I assumed wrong, but I kinda looked at it through the lens of what I would respond to. I figured a lengthy email would definitely get sent to spam!

        No I didn't follow up, I thought not responding was extremely rude (I always reply even just to say no(it's polite)) I wonder if that's even a good idea with those who chose not to reply.

        But I think you're right, and if I message/email anymore boutiques I'm going to try your strategy.

        I've pretty much reached out to probably most of my potential clients through facebook or direct email.

        No but I always include my social media handles and email for contact.

        You're totally right, and I appreciate all of your advice. I'm going to try searching for more clients and try emailing them with a different approach.

        And then add detailed info to a website, and use some of the marketing strategies given in here.

        Thank you
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    • Profile picture of the author DABK
      Hit the quote button, so people know who you are responding to.

      What you have done (the way you did it) is not marketing.

      I am going to give you homework: before you do any more marketing, read Dan Kennedy's Ultimate Sales Letter and Ultimate Marketing books (find them on amazon or whatever bookstore you prefer; not exact titles, just the beginning).

      Easy to read and will help you immensely.

      You could be done by Tuesday. And, then, you will really understand why what you have done had no chance.

      Also, Tanda Copywriting, a member here, has a guide to setting up an online funnel. Pretty thorough. Get it, after you are done with Kennedy. Or learn anywhere else how to set up a proper funnel.

      Then learn how to drive traffic.

      Lots of work, but can be done in less than 2 weeks and will pay you back forever.

      Do get a website.

      And, when you get it going, look into Silo structure for SEO. And backlinko skyscraper technique (google them).

      Originally Posted by retailbookkeeping View Post

      Thank you for the feedback. I've done a lot lol, it's exhausting to even think about which is why I just gave a summary.

      I started with searching for stores and emailing the following :

      "Hello! I'm a bookkeeper that offers specialized services to boutiques including payroll and onboarding, and would like to know if you are interested."

      That's it. Received zero responses from the dozens of boutiques I sent this to.

      Then I created a instagram page, started posting useful content related to bookkeeping, got two likes and one follower from another bookkeeper.

      Went to instagram and paid for ads to reach more people. Ad was a image with my email, and specialities. Received one like and that was that.

      Decided to reach out to a few influencers on Instagram, sent them very polite messages and received nothing.

      Then used facebook to reach out directly to a dozen more boutiques, two replied and told me they were tied. I thanked them for their responses, and that was that.

      I've also tried to join several groups, Quickbooks Pro Advisor forum, and a few other forums and to the ones who were kind enough to approve I posted a few questions, and I also posted my info in those that were ok with advertisement.

      Why me? Bookkeeping can be very cold (and often incorrect and incomplete), and I offer specialized and personalized retail specific services like payroll and new hire onboarding along with industry knowledge concerning day to day retail operations.

      My ideal client is a small, trendy store owner with 15 or less employees.

      She probably stopped because bookkeeping is very boring and demanding if you don't manage it correctly and it's no fun working for construction companies.

      I haven't used craigslist yet (because it's craigslist) but I have heard that it is the way to go although I really wonder if it would apply to my specific niche.
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      • Hit the quote button, so people know who you are responding to.

        What you have done (the way you did it) is not marketing.

        I am going to give you homework: before you do any more marketing, read Dan Kennedy's Ultimate Sales Letter and Ultimate Marketing books (find them on amazon or whatever bookstore you prefer; not exact titles, just the beginning).

        Easy to read and will help you immensely.

        You could be done by Tuesday. And, then, you will really understand why what you have done had no chance.

        Also, Tanda Copywriting, a member here, has a guide to setting up an online funnel. Pretty thorough. Get it, after you are done with Kennedy. Or learn anywhere else how to set up a proper funnel.

        Then learn how to drive traffic.

        Lots of work, but can be done in less than 2 weeks and will pay you back forever.

        Do get a website.

        And, when you get it going, look into Silo structure for SEO. And backlinko skyscraper technique (google them).
        Awesome, thank you! I'm pretty new, and have just been basically searching the web for what has worked for other bookkeepers.

        I'm going to check out the info you posted now, thanks.
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  • Profile picture of the author IGotMine
    My emails were not cold
    Cold email means an unsolicited email to someone with whom you have no previous contact.

    I don't have a website
    This should have been your first step. A website is like your online office. A place potential clients can learn all about you and your service. It also gives an appearance of professionalism and permanence.

    Lastly, when you reply to someone's post it's a good idea to use the "quote" button so we know who you're replying to.
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    • Cold email means an unsolicited email to someone with whom you have no previous contact.

      This should have been your first step. A website is like your online office. A place potential clients can learn all about you and your service. It also gives an appearance of professionalism and permanence.

      Lastly, when you reply to someone's post it's a good idea to use the "quote" button so we know who you're replying to.

      Thank you, I really appreciate it. I always assumed cold emails/calling only count when it's towards non business owners.

      I'm going to add all of my bookkeeping information on a webpage, I don't see what I have to lose lol.
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  • Profile picture of the author Brad Gudim
    Have you tried doing VIDEO (Facebook Live) and share TIPS and up-dates on bookkeeping and accounting.

    Share some of the pitfalls of bad bookkeeping and accounting to let them know they may be at risk, unless they hire a savvy and reputable person (like you).

    Do some Personal Branding to highlight YOU and separate your self from the plethora of there out there doing the similar business.
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    • Profile picture of the author DABK
      You assumed they were rude. You loss.

      First, a good number if your messages went into the junk folder; all, or almost all, that did not went into a maulbox where dozens, if not hundreds, of other messages went that day.

      You never told us what your subject line was; but it was competing for attention with a lot of others.

      Your starting point is to assume you are reaching busy people who are targeted by many.

      Do you respond all the postcards and letters business people send you? And those spent time and money to reach you.

      The subject line has to interest me, your prospect. Your first body sentence has to want to make me read the next.

      And so on.

      Which means you have to know what are they're top worries, and address those.

      If I were a roofer, IS YOUR ROOFING COMPANY LOSING MONEY would catch my attention; if a dentist, carpenter, etc., it would not. If I was a roofer who thought my company WAS losing money, it would really catch my attention.

      I am saying segmenting your prospects by company type is a good idea. Segnenting by age, recipient sex, marital status, education, interests, etc. Is even better.

      If I am a man who owns a roofing company and worry about sending my kid to University and about not having enough time to suprrvise my crew and find new clients, I would read an email that was talking about getting me more time, so I can find new clients so I can save more eavh month so I can pay for my boy's tuition.

      If my problem was that I was 60 and should have retired by now and play golf instead of working, guess what bookkeeper's message would interest me?

      By the way, you are competing with bookkeepers and accountants who have in-house bookkeepers.

      I think you should enlarge your prospect list and go after tax preparers and accountabts who do not have in-house bookkeepers. Pay them a finders fee; pay them to email to their clients about you.
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      • You assumed they were rude. You loss.

        First, a good number if your messages went into the junk folder; all, or almost all, that did not went into a maulbox where dozens, if not hundreds, of other messages went that day.

        You never told us what your subject line was; but it was competing for attention with a lot of others.

        Your starting point is to assume you are reaching busy people who are targeted by many.

        Do you respond all the postcards and letters business people send you? And those spent time and money to reach you.

        The subject line has to interest me, your prospect. Your first body sentence has to want to make me read the next.

        And so on.

        Which means you have to know what are they're top worries, and address those.

        If I were a roofer, IS YOUR ROOFING COMPANY LOSING MONEY would catch my attention; if a dentist, carpenter, etc., it would not. If I was a roofer who thought my company WAS losing money, it would really catch my attention.

        I am saying segmenting your prospects by company type is a good idea. Segnenting by age, recipient sex, marital status, education, interests, etc. Is even better.

        If I am a man who owns a roofing company and worry about sending my kid to University and about not having enough time to suprrvise my crew and find new clients, I would read an email that was talking about getting me more time, so I can find new clients so I can save more eavh month so I can pay for my boy's tuition.

        If my problem was that I was 60 and should have retired by now and play golf instead of working, guess what bookkeeper's message would interest me?

        By the way, you are competing with bookkeepers and accountants who have in-house bookkeepers.

        I think you should enlarge your prospect list and go after tax preparers and accountabts who do not have in-house bookkeepers. Pay them a finders fee; pay them to email to their clients about you.
        Awesome, awesome thank you. Lots of great info

        I was looking at reaching out to a CPA. That's great advice, I just need to find one within my specific niche.

        And yes, another great great point a lot of the emails probably weren't read, however the reason I throw around the rude hat is because of the direct messages I sent that were marked as read and not responded to.

        But yes, I will give it another go around, with a different headline. I used the standard "Bookkeeping & Payroll Services". Pretty boring, but it's practical! It's an email I would open personally over a weird slogan.

        You have given great advice I sincerely appreciate it. I've read all of it and couldn't agree more.

        My prospects are segmented, all young women store/retail owners.

        I am excited now, thank you again. I think this is exactly what was needed, I realized my method was definitely not working lol but I had no idea it is to this extent!

        I basically need to redo everything! I hope you are having a blessed weekend
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    • Personal branding is a good point, I read this yesterday and have a unique logo lol (not much but I've started the concept)

      Definitely!! Thank you I will add how bookkeeping is very important to a business, and has to be done in an organized, coherent manner.

      No I haven't done any videos, I was going to make a Youtube channel but after receiving pretty much no feedback I figured I wouldn't get any views lol.

      Thank you all for the great tips, I'm going to get started on all of this right now.
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  • Profile picture of the author rdbranson
    Be focused.
    Glance again at this thread and what jumps out at you?
    "5 engagements w/4000 reach" Not bad if you paid $1/engagement and contact info, for example.
    50-100 engagements will get you one client, or more, with the right funnel.
    Focus on landing page, clicks to website with Facebook ads. Test a couple of landing pages if you have time/budget, etc. Facebook paid ads are tough to beat and your target market is good. Don't wast time with anything else, if your ROI works.
    E.g., landing page focuses on turn-over problem. [Do you really understand the problem(s)? Do you have a special solution? If you do, clients will flock to you.]
    [Tip: here is a general solution to the turn-over problem, I want to be treated right, be paid more, and have fun, or some combination of pay and fun that works for me. If you don't know about bunchball, check it out.]
    Other problems? Create landing pages and funnels for for each of them.
    We need to think, think, think each possibility through, but focus one-at-a-time.
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    • Be focused.
      Glance again at this thread and what jumps out at you?
      "5 engagements w/4000 reach" Not bad if you paid $1/engagement and contact info, for example.
      50-100 engagements will get you one client, or more, with the right funnel.
      Focus on landing page, clicks to website with Facebook ads. Test a couple of landing pages if you have time/budget, etc. Facebook paid ads are tough to beat and your target market is good. Don't wast time with anything else, if your ROI works.
      E.g., landing page focuses on turn-over problem. [Do you really understand the problem(s)? Do you have a special solution? If you do, clients will flock to you.]
      [Tip: here is a general solution to the turn-over problem, I want to be treated right, be paid more, and have fun, or some combination of pay and fun that works for me. If you don't know about bunchball, check it out.]
      Other problems? Create landing pages and funnels for for each of them.
      We need to think, think, think each possibility through, but focus one-at-a-time.
      I'm not sure I even know what the true definition of an engagement is - I received no likes or comments. Is it simply a click?
      I believe the results to be a waste - It was just a test and although I used the wrong ad (surely lol) no one seemed even remotely interested. There are a lot of bookkeepers but none specialized like myself. I'm surprised no one sees the speciality as a need, but it might just be my marketing.

      Maybe I have it all wrong, are my services really needed? Or do people just not know exactly what it is I'm offering.

      I think I may add a complimentary service (solution like you mentioned) to stand out even more.

      I just tried looking for CPA's. Is a CPA even necessary for a very small business?

      I found one within my niche, and sent a message.

      I'm redoing my "pitch" currently and will try I guess to messages potential clientele on social media because there's no way to ensure they will receive an email.

      I'm going to try direct mail as well but not right away, that sounds like a really good idea.
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  • Profile picture of the author Kay King
    are my services really needed

    That should be determined by research, talking to businesses that would be your target market, etc. ...and probably good idea to do that before going forward.


    Regarding the 'small businesses' you think need your services:


    -what bookkeeping system are they using
    -are they using 'bookkeeping' service or software - or 'accounting'

    -what do they need that you can offer
    -how would prices compare to what the business now has?


    Honestly, I think you need more work on WHAT you are selling before you try to sell it. You need a site that outlines YOUR qualifications and experience, your services offered and your pricing.



    Bonding, liability and other potential questions are one you should address before prospects ask.



    I don't understand the references to 'looking for CPAs'....what does that mean? I know what CPA is - but don't under 'finding one'.
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    • That should be determined by research, talking to businesses that would be your target market, etc. ...and probably good idea to do that before going forward.


      Regarding the 'small businesses' you think need your services:


      -what bookkeeping system are they using
      -are they using 'bookkeeping' service or software - or 'accounting'

      -what do they need that you can offer
      -how would prices compare to what the business now has?


      Honestly, I think you need more work on WHAT you are selling before you try to sell it. You need a site that outlines YOUR qualifications and experience, your services offered and your pricing.



      Bonding, liability and other potential questions are one you should address before prospects ask.



      I don't understand the references to 'looking for CPAs'....what does that mean? I know what CPA is - but don't under 'finding one'.
      Research is where I got the niche idea from - sources stated that this was a grand need, and the reasoning made sense.

      Looking at a CPA for referrals

      One potential client stated they were using a bookkeeping company, another had a personal bookkeeper.

      My bookkeeping would definitely be more expensive than a company but it's because I offer more. I handle HR tasks, as well as payroll which would definitely save businesses a lot of time and energy.

      But yes I'm going to think of an additional complimentary add-on that would match well

      I have a very detailed contract already drawn up with all of my offerings and non offerings.
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  • Profile picture of the author Mark Riddle
    retailbookkeeping, Here's some information from an old time marketer that started before the "digital marketing" era began.

    Fundamentals are extremely important.

    Three questions need to be answered and understood regardless of the business one desires to start.

    1) Why do people look for the service / business you are looking to start?
    2) What questions are those people looking to find answers?
    3) When do businesses look to start a relationship OR replace a previous provider for the service / business you are planning on offering?

    BONUS POINT INFO:
    Are the businesses looking for a TEMPORARY solution OR Looking to start a LONG TERM client relationship with the right providers?

    DOUBLE BONUS POINT ROUND:

    Are YOU looking to offer a temporary service OR This is going to be a LONG TERM business for you?

    As for as what you are looking for, there is no wrong answer; short term projects require different criteria than long term, this will help focus your efforts that match your desires.
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    Today isn't Yesterday, - Products are everywhere if your eyes are Tuned!
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    • retailbookkeeping, Here's some information from an old time marketer that started before the "digital marketing" era began.

      Fundamentals are extremely important.

      Three questions need to be answered and understood regardless of the business one desires to start.

      1) Why do people look for the service / business you are looking to start?
      2) What questions are those people looking to find answers?
      3) When do businesses look to start a relationship OR replace a previous provider for the service / business you are planning on offering?

      BONUS POINT INFO:
      Are the businesses looking for a TEMPORARY solution OR Looking to start a LONG TERM client relationship with the right providers?

      DOUBLE BONUS POINT ROUND:

      Are YOU looking to offer a temporary service OR This is going to be a LONG TERM business for you?

      As for as what you are looking for, there is no wrong answer; short term projects require different criteria than long term, this will help focus your efforts that match your desires.
      I would say long term simply because good bookkeeping is difficult to come by. One potential client stated that they have had the same bookkeeper since grand opening.

      This is a part-time offering for me. Unless I sign a great client I want to continue with/vice versa this is probably, fairly, short term.


      1) Why do people look for the service / business you are looking to start?

      Accounting/Bookkeeping is difficult, timely and usually requires prior financial knowledge to know what you're doing. Takes up time and energy that can be spent generating profits/operations. Is also the most important part of any business. Not being on top of P & L, and cash flow, sales tax can have your business bankrupt or closed.

      2) What questions are those people looking to find answers?

      Where to start? How to create an easy, efficient process of managing source documents, forms and banking? How to save more time?

      3)When do businesses look to start a relationship OR replace a previous provider for the service / business you are planning on offering?

      -When they would rather one person do what two (or more) does, I could be a replacement for two different roles.
      -When they decide that they would like a more reliable payroll plan.
      -Also when they want to add a more personalized, modern, fun touch to onboarding a new employee.
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  • Profile picture of the author Kay King
    Accounting/Bookkeeping is difficult, timely and usually requires prior financial knowledge to know what you're doing. Takes up time and energy that can be spent generating profits/operations. Is also the most important part of any business. Not being on top of P & L, and cash flow, sales tax can have your business bankrupt or closed.

    ANY business owner already knows that. They also know their accounting/bookkeeping is critical to the survival of their business.

    You are still unclear as to whether you are a bookkeeper or an accountant. I don't believe those are interchangeable terms.

    I offer specialized and personalized retail specific services like payroll and new hire onboarding along with industry knowledge concerning day to day retail operations.
    "Onboarding" an employee is teaching him/her 'the ropes' - the accntg dept/person would do tax, etc paperwork ..but what else are you proposing to do? I don't think that's a big draw for a small business. When they hire they want to train and utilize that person quickly in their business.

    My bookkeeping would definitely be more expensive than a company but it's because I offer more. I handle HR tasks, as well as payroll which would definitely save businesses a lot of time and energy.
    There are many laws governing HR - are you trained to do that? You still haven't said what your qualifications are for this work (degrees/certifications?) and business owners will want to know that info. Bookkeeping and Accounting are not quite the same thing - a CPA who is not familiar with your work is not going to send you business. That's part of the networking you do as you build a business.

    I agree this is a business that can be operated online - but I think you will need to make presentations in person. You need to be able to show them your process, your system, what reports you generate for them and how often you report to them.

    This is a part-time offering for me. Unless I sign a great client I want to continue with/vice versa this is probably, fairly, short term.
    ...and perhaps that is the real issue?
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    • Accounting/Bookkeeping is difficult, timely and usually requires prior financial knowledge to know what you're doing. Takes up time and energy that can be spent generating profits/operations. Is also the most important part of any business. Not being on top of P & L, and cash flow, sales tax can have your business bankrupt or closed.

      ANY business owner already knows that. They also know their accounting/bookkeeping is critical to the survival of their business.

      You are still unclear as to whether you are a bookkeeper or an accountant. I don't believe those are interchangeable terms.

      I offer specialized and personalized retail specific services like payroll and new hire onboarding along with industry knowledge concerning day to day retail operations.
      "Onboarding" an employee is teaching him/her 'the ropes' - the accntg dept/person would do tax, etc paperwork ..but what else are you proposing to do? I don't think that's a big draw for a small business. When they hire they want to train and utilize that person quickly in their business.

      My bookkeeping would definitely be more expensive than a company but it's because I offer more. I handle HR tasks, as well as payroll which would definitely save businesses a lot of time and energy.
      There are many laws governing HR - are you trained to do that? You still haven't said what your qualifications are for this work (degrees/certifications?) and business owners will want to know that info. Bookkeeping and Accounting are not quite the same thing - a CPA who is not familiar with your work is not going to send you business. That's part of the networking you do as you build a business.

      I agree this is a business that can be operated online - but I think you will need to make presentations in person. You need to be able to show them your process, your system, what reports you generate for them and how often you report to them.

      This is a part-time offering for me. Unless I sign a great client I want to continue with/vice versa this is probably, fairly, short term.
      ...and perhaps that is the real issue?
      It's bookkeeping, not accounting. I know the difference and outline it in my contract. I don't offer tax services. They both go hand and hand which is why I use them together, sorry.

      Onboarding is a big deal with high turnover. It takes a lot of time and energy to continuous train/hire people every week and bring in the paperwork. No that they can't do it, it's just more efficient to have a bookkeeper handle this alongside of payroll.

      I'm a finance student. Working towards a BS in Finance.

      You're right about the CPA needing familiarity, I've reached out to two on linkedin and we'll see where it goes. That's something I've realized and don't mind connecting with them and letting them review my skills.

      You think I would need to make presentations in person? I don't think so at all - If they are in my area I've already decided I don't mind a site visit or two, but I outline clearly in my contract what I use and what exactly they will receive from me. All of the software/processes I use are cloud based.

      These small stores don't require a lot of bookkeeping so yes this is part-time.

      Short term, eh I'm aware that these are small businesses that may or may not be able to keep a bookkeeper at any given time. Cash flow is often very tight and can change quickly month to month.

      It truly depends on the clients I work with.
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      • Profile picture of the author savidge4
        Originally Posted by retailbookkeeping View Post

        You think I would need to make presentations in person? I don't think so at all - If they are in my area I've already decided I don't mind a site visit or two, but I outline clearly in my contract what I use and what exactly they will receive from me. All of the software/processes I use are cloud based.
        BUT you are supposed to be working for them... we will assume they have an ACCOUNTANT.. that does their taxes etc... what exactly do they want from the same client?

        Is what you have laid out in your nice little contract that is all about me me me ( this is what I do, this is the process I do it with, and this is what you get in return ) in line with what they need at the end of the year? Meaning...

        Does your service provide the business owner the needed documentation to bring into their Accountant at the end of the year? OR..do they have to re submit the numbers they have submitted to you AGAIN to their Accountant? Are you following me here?

        IF you can provide a service that reduces the amount of time they spend gathering and creating the documentation they need at the end of the year to hand over to their Accountant, you have instantly created value in what it is you do...

        For a business to turn in numbers ever day or week to figure out where they are is one thing..to have the addition of their efforts minimizing or cancelling the time needed come the end of the year for taxes...THAT becomes a big deal.

        YOU need to be meeting your potential clients - Learning what THEY need - VS what you provide, and maybe even getting a 3 way call with their Accountant, to confirm that your efforts would pay off in spades and the format you are using is compatible would go OH such a long way.

        Right now - you are trying to sell YOU.. when you need to be selling what it is you can do for THEM - THIS is where the value in what it is you do will be seen.
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        • savidge4

          BUT you are supposed to be working for them... we will assume they have an ACCOUNTANT.. that does their taxes etc... what exactly do they want from the same client?

          Is what you have laid out in your nice little contract that is all about me me me ( this is what I do, this is the process I do it with, and this is what you get in return ) in line with what they need at the end of the year? Meaning...

          Does your service provide the business owner the needed documentation to bring into their Accountant at the end of the year? OR..do they have to re submit the numbers they have submitted to you AGAIN to their Accountant? Are you following me here?

          IF you can provide a service that reduces the amount of time they spend gathering and creating the documentation they need at the end of the year to hand over to their Accountant, you have instantly created value in what it is you do...

          For a business to turn in numbers ever day or week to figure out where they are is one thing..to have the addition of their efforts minimizing or cancelling the time needed come the end of the year for taxes...THAT becomes a big deal.

          YOU need to be meeting your potential clients - Learning what THEY need - VS what you provide, and maybe even getting a 3 way call with their Accountant, to confirm that your efforts would pay off in spades and the format you are using is compatible would go OH such a long way.

          Right now - you are trying to sell YOU.. when you need to be selling what it is you can do for THEM - THIS is where the value in what it is you do will be seen.
          I missed your comment, yes I would be handling their day to day transactions, bills, expenses etc which would be given to an accountant.

          And yes what's outlined in the contract goes along with what the business owners in my niche need, (which I also state can be tailored to their liking) but generally it would be weekly and monthly cash flow, p&l statements and the 3 main end of the year statements.


          Yea I follow you, I totally get what you are saying and I actually state the same thing in my contract. If the client needs or wants an alternative or substitute, please let me know in advance so we can work it out.

          And when I find a client one of the first things I've planned to do is to meet with them (online however) and discuss what it is they are needing as an individual business.

          If they have an accountant it could only possibly be for taxes, I'm not sure what else they would need an accountant for. The bookkeeping required for these business owners isn't difficult, just very tedious.
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  • Firstly set up a professional looking website, use social media including LinkedIn, you must look professional, advertise your services in sites such as Gumtree, Fiverr, Yellow Pages etc. Also attend events, conferences, chamber of commerce networking events etc etc
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    • Firstly set up a professional looking website, use social media including LinkedIn, you must look professional, advertise your services in sites such as Gumtree, Fiverr, Yellow Pages etc. Also attend events, conferences, chamber of commerce networking events etc etc
      I actually started with Fiverr and Gumtree. Both were full of scammers lol. An yes I've considered going to an event or two with clients and I think I will. I'm going to make business cards.

      Thank you!
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  • Profile picture of the author Kay King
    Good luck to you.
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    Saving one dog will not save the world....but will forever change the world of one dog.
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    • Good luck to you.
      Thank you for all of your advice!! Have a blessed 2020
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