How To Get Bookkeeping Clients, It’s Quality Not Quantity!

By | September 8, 2017

You have made the decision to start your own bookkeeping business or maybe you have been a bookkeeper for a while now. At this point you maytwo hands shaking be wondering about how to get those bookkeeping clients. But more importantly, you need to know what you can do to ensure that they are quality clients, not just any client.

This is one of the big reasons why you need to focus on a particular niche when marketing your bookkeeping business. Not only will that attract the type of businesses that you are focusing on but will also steer away those businesses that you are not.

In other words, if you focus on bookkeeping for drywall businesses and a business owner that runs a used car dealership runs into your website, more than likely they will move on since you have made it clear exactly the type of clients that you are searching for.

Do not paint yourself into a corner by serving people that you never should have served to begin with. You need to remember that it’s quality not quantity.

Find Clients That Need You Now!

You can generalize that there are two types of potential clients. Ones that need a bookkeeper and ones that need a bookkeeper NOW! Your focus professional offering help to married coupleshould be on the ones that need you now. By doing this, you are going to accomplish a couple of different things.

First of all, they are going to be much more receptive to your information about your business. Notice I said information and not a sales technique. Don’t become a sales person. That is not what you want to do.  All you do is supply information about you.

We all hate being approached by a salesperson in one degree or another and this is no different. Simply provide the information on what they can expect and what you will do to help them out and you will be in good shape. If you can do this, then those clients that need a bookkeeper now will see the value in you as a bookkeeper and more than likely retain your services as such.

Creating Content

The next thing that you need to do to get quality clients is to create content. Creating content that your prospective clients are going to consume. When all is said and done, content creation is really value creation. You’re helping somebody to avoid a pain or to solve a problem. That’s all content creation is. As an example, what you are reading right now, is exactly that, content creation for you.

Content can, and should, come in many forms. Whether it’s online, hand writing the word contentoffline, social media, a blog, a networking event or a 1-on-1 meeting, all are forms of content. By explaining to them how they can do something or overcome some sort of obstacle or problem can be the best content that you can provide.

Most business owners simply won’t do as you say… but love what you are saying. What tends to happen is that the business owner says, “that makes perfect sense but I don’t want to deal with it so why don’t you do it for me”! Of course, it’s a little more involved than that, but you understand what I am getting at.

In addition, understand that an overwhelming majority will do nothing with your content and that is fine. Remember, you are after the clients that need a bookkeeper NOW. The 2% that need you now will be the ones that value your business and services.

In the end, you simply provide hope for these 2% of clients. And when you can provide hope, that can become a very powerful tool and can lead to potential clients beating down your door for your services.

Providing Training

As a bookkeeper, when you provide your potential clients with content you are basically telling them the “whats” of your business. When you provide training, this is when you get into the “hows” of your business. Again, don’t be afraid to tell them too much information here. The more you tell, the more you are showing them the value that you provide.

For example, let’s say you set up a training online to provide potential clients information about anything about your business. You open it up and a type of Q & A session where you allow them to ask anything the like. This is providing training to your clients and can be very powerful in obtaining the quality ones that you are after. Remember, you are only driving the potential clients that are related to your niche.

Referral Marketing

The last way to gain those pivotal quality clients is through referral marketing. All you are simply doing here is asking yourself, “Who is already in front of my market”?

What I mean here is this. Let’s say you just moved to a new town and you are looking for a good doctor for yourone person introducing to another kids. You have gotten to know your new neighbor some so you ask them who they recommend and the say that you need to take them to doctor so-and-so because he is super caring and amazing with the kids.

That in a nutshell is referral marketing. In the world of bookkeeping, who might these referral contacts be? Simply think about the type of people that you niche would have to deal with. Generally speaking, consider attorneys or more than likely bankers. Once you know your niche you’ll be able to figure out exactly who your referral partners are.

Referral partners are nothing more than building up the trust with them and the potential clients that they will lead you to. This does take a little time to do, but the leads that you will gain from your referral partners will be amazing! You have to keep in mind that there is a process and system involved with referral marketing and that it doesn’t happen overnight.

Statistically, you have a 92% chance in securing clients referred to you by a trusted source. That is a pretty amazing stat if you really sit back and think it.

How Can You Learn How To Market Your Bookkeeping Business?

If you are new to bookkeeping you are probably wondering how to learn to do all this. Check out my full review on the best online bookkeeping course around! Not only are you going to learn how to market your business but also learn everything about bookkeeping #1

I have yet to find a more complete and detailed bookkeeping course online. If you are considering having your own bookkeeping business than you owe it to yourself to check out this course and see what all it has to offer. I promise you that you will like what you see!

If you are already a bookkeeper I hope that you found this useful and maybe provide a little insight as to how to take your marketing efforts to the next level to help you get those quality clients to make your bookkeeping efforts as smooth a possible.

If you have any questions, comments or concerns please don’t hesitate to drop a comment below and I will get back to you ASAP!

4 thoughts on “How To Get Bookkeeping Clients, It’s Quality Not Quantity!

  1. jim

    Great insight on bookkeeping, I think this is a great idea for a business. You definitely don’t want to go after a small market, I agree about painting yourself into a small corner or niche.

    Also I am in car sales myself and understand the importance of the referral business. Always make sure you treat the customer awesome first and they will send everyone to see you. I always ask for referrals, as well as any business should.

    Thanks for the great read!

    1. Nathan Glick Post author

      Thanks for leaving a comment Jim!  I am glad that you enjoyed it!

  2. Vic

    Great insights into how to get quality clients. I can see this approach being beneficial to a lot of different industries. I particularly like your recommendation to provide training / content. My bookkeeper provides training on QuickBooks which was very helpful to me.

    My bookkeeper also uses referral marketing as his primary source for new clients. It definitely helps with quality. Great article.

    1. Nathan Glick Post author

      Thanks for the positive feedback Vic!


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