business bookkeeping
Share on facebook
Share on twitter
Share on linkedin

Tips for Getting More Bookkeeping Clients

Client acquisition is something that most accounting professionals love and hate. They enjoy the higher revenue, but they hate the idea of spending a lot of their time on leads that will never develop.

Thousands of people were inspired to launch their businesses by the pandemic. A large number of new potential clients were added in 2020 thanks to the more than 4.4 million startups that were launched in the United States. So it’s safe to state that there is an immediate demand for bookkeepers.

For bookkeeping professionals, gaining new clients is important for the expansion and success of their businesses. However, in an increasingly competitive marketplace, it might be difficult to stand out and draw in new clients. It is essential to put into practice efficient ideas and make use of proven techniques that connect with your target audience if you want to grow your bookkeeping business.

What can you do, then, to increase your rate of success with new clients? While a successful sales strategy can include a wide range of factors, let’s focus on some of the key methods for attracting and retaining new bookkeeping clients.

Build an Effective Internal Operation

Build Your Workflow Foundation First

For every business to be successful and work efficiently, a solid workflow foundation is needed. Companies can improve overall performance and provide better results by simplifying processes, removing bottlenecks, and allocating resources effectively. Take into account the factors that follow to create a solid workflow foundation:

Join Our Small Business Community

Get the latest news, resources and tips to help you and your small business succeed.

Process Mapping and Analysis: Start by sketching out your current procedures to find redundancies, bottlenecks, and areas for growth. Evaluate each step of the procedure, looking for ways to automate and streamline work.

Standardization: For each workflow, establish standard processes and rules. This ensures consistency, minimizes mistakes, and fosters better teamwork. Additionally, standardization facilitates new hire training and improves scalability.

Automation and Technology: Make use of technological advances to automate time-consuming and repetitive tasks. Adopting project management software, automation platforms, and workflow management tools can greatly streamline operations and free up valuable time for more strategic endeavors.

Collaboration and Communication: Encourage team members to work together and communicate effectively. To maintain efficient communication and coordination, promote regular meetings, make use of collaborative tools, and cultivate an environment that welcomes open feedback.

Continuous Improvement: Develop a culture of constant growth within your company. Examine your workflows regularly, get input from your staff, and pinpoint areas that may be improved. By using an iterative process, you may gradually improve the foundation of your workflow while also adapting to shifting business needs.

Capacity Management

After building an effective internal workflow, focused on managing your team’s capabilities. It is not enough to simply invest in workflow software or bookkeeping software. Establishing timelines for team members to complete tasks and for clients to provide information is important.

Time tracking is also an important factor in capacity management. Keep track of progress for every client and each type of work, record average timeframes for certain duties, and document average timings. You can use this to identify bottlenecks and, as necessary, make systems and process adjustments to resolve them.

Understand What Your Clients Value

The atmosphere of the relationship will be established during the first meeting with a possible client. The client must understand what they’ll get from your business.

Additionally, you should have a conversation with the client about their views. What is the primary reason behind the potential benefit of your firm for their business? What are the main problems they encounter? What are they looking to achieve it? This is your chance to work with the client to create a future vision.

The client’s decision will be simple if they are aware of your firm that operates with transparency and efficient management.

Effectively Onboard Clients

Your next chance to develop a strong customer relationship that will result in recommendations and further business is during onboarding. Sending a client, a list of details to provide to your company will help you understand what is required from them. This might include a form that the client must complete with their contact information, state registration information, copies of their incorporation documents, and EIN.

Build an Effective External Communication

Develop a Strong Online Presence

Having a strong online presence is necessary for attracting new clients in the modern digital era. Make an attractive online presence that promotes your expertise, products, and services.

To increase the exposure of your website and generate organic traffic, leverage SEO strategies. Create a presence on social media sites that are relevant to your target audience, interacting with potential clients and demonstrating your expertise in the field.

Utilize Online Advertising

You can target clients who have an interest in bookkeeping services through online advertising, allowing you to reach more people. To enhance your visibility and produce leads, think about using pay-per-click (PPC) advertising platforms like Google Ads or social network ads. 71% of small businesses have used the internet to find bookkeeping services, according to Goremotely. Utilize targeted advertising campaigns with persuading content to draw in your target market.

Offer Specialized Services

Offering specialist bookkeeping services will set the business apart from competitors. Focus on a certain specialty market, such as healthcare, e-commerce, or real estate, and get a comprehensive understanding of the rules and specifications that apply to that sector. Customize your marketing initiatives to highlight your proficiency in meeting the needs of the clients.

Continuously Improve and Adapt

The bookkeeping market is continually changing due to new technologies and laws. Keep up with industry developments, innovations in bookkeeping tools, and tax law changes.

Invest in your professional development by learning new skills and certifications regularly. Being ahead of the game, positions you as a trustworthy and competent bookkeeper, attracting clients who value experience and innovation.

Maintain Your Client Relationship

Get the Client Comfortable

An unskilled salesman starts talking about business with the prospect right away. It’s important to cultivate client connections that extend beyond the ordinary. Once you’ve broken the ice, describe what you want to talk about, identify their wants, and propose a way out in the form of your services.

Small chat is just as essential as business discussion since it engages the client and builds trust not as a formal company arrangement, but as an associate willing to listen to their concerns and provide answers. In addition, you can use a CRM tool for bookkeepers to help you build strong relationships with your clients.


Getting new bookkeeping clients’ needs a comprehensive and thoughtful approach. You can successfully bring in new clients and promote business growth by putting these ideas into practice. You may establish yourself as a dependable bookkeeping service provider in a crowded industry with commitment, flexibility, and a focus on client satisfaction.

Join Our Small Business Community

Get the latest news, resources and tips to help you and your small business succeed.