How to Get More Customers for Your Bookkeeping Business

Are you ready to get more customers for your bookkeeping service? You're in the right spot! In this video, we are going to show you the quick and easy, step-by-step way to get more customers, drive revenue for your bookkeeping service, and the best part is, you don't even have to make cold calls. You don't have to go out selling. You don't have to set up an office. You can keep it a home-based business. You don't have to change really much of what you're doing except for doing the simple basic things that we're going to outline in this video that help draw in customers who are looking for exactly the services that you offer.

Video Transcript

But first, why is marketing so important for a bookkeeping service, especially one that's being run from home? Well, your business probably runs on referrals; that's a big part of it. But you're also going to find ways to get customers that aren't just about referrals. And when you do get a referral, it's a lot easier for somebody to find you, make sure it's the right business, learn a little bit about you because people like to research online before they hire someone. When you have some basic marketing elements set up for your business online, the same thing goes if you start using a platform like Upwork or Priv to bid on services and get clients. They're going to see not just the application that you send, but they're going to want to learn a little bit more about your business. That's where the marketing assets come in. So let's get started on the simple ways you can market your bookkeeping business and get customers from home so that you can grow your business. Let's get started.

Who needs bookkeeping? Well, there are lots of different types of people who might need bookkeeping. There's small businesses, then there's all different types of small businesses from restaurants to retail stores to service businesses. There are freelancers who might need help. There are people who have side hustles or side businesses that don't know the first thing about bookkeeping but need some assistance. Maybe even busy parents managing family finances, and your service could be a lifesaver for them. You've got to hone in on understanding who exactly your target market is, who is that customer? Because each person is going to have a different price point, a different set of needs when it comes to hiring a bookkeeper for themselves or their business. So first and foremost, before we even get started marketing, jot down, figure out who your ideal customer is. Your ideal customer shouldn't just be everybody because then it's going to be hard to attract anybody. Hone in on exactly who it is that your target market is, and then we'll go about building your online presence.

So first things first, you need a website. Simple, professional, showcase your services, some testimonials, easy ways to contact you, maybe a list of your services or exactly who it is that you aim to serve. Use Mighty Sites; the link's down in the description below. It's only 9 bucks a month. You can set up a simple, professional website in a matter of minutes. Super easy, a really convenient way to have a simple, professional website for a bookkeeping service. Social media, it's not just for cat videos. Although cat videos are great, platforms like LinkedIn and Facebook are great to connect with your audience. That's an awesome spot, especially LinkedIn and definitely Facebook, and especially Facebook groups like your local small business group to share tips, industry news, and offer how you can help or add value to their lives or their business.

Next, it's time to virtually or physically connect. Attend local business events or online webinars, things related to your business like maybe tax adviser or financial planner webinars. Networking and forming partnerships with other local businesses and others in your industry is a key way to figure out how to get new clients and get referrals working for your business. Next, you've probably heard, but content is king. So making videos is a great way to talk about common bookkeeping mistakes or tax tips, especially videos or blogs targeted to your exact specific market. This positions you as an expert and helps build trust for your customers.

Step six, happy clients are your best ads. So encourage testimonials and referrals, maybe even offer a discount for each referral or a bonus to the person who is referred to your business. It's a win-win where you're getting new customers; they're referring customers to you, and the person is having their bookkeeping need fulfilled. So using testimonials to showcase how legitimate your business is and then using a referral program to encourage discounts for people to send you more business is a key way to get more clients for your business. Now, step seven, don't forget the classics. Flyers, local newspaper ads, community bulletin boards, those all still work. And think about them in their new context, so online business directories, online forums, participate in these things. It's a great way for free to showcase your expertise and have a link back to your Mighty Sites business website so that people who learn from you or are interested in you can come back and hire you for your services.

So remember, marketing doesn't have to be complicated. It's about connecting with people, showing up where they're going to be looking for services or where they're going to be interested in connecting with other local businesses. Create those assets, keep them active and consistent. It's going to help you drive in more customers for your bookkeeping service.