Getting Started

I would really love for someone to help me or give me advice on how to get started doing bookkeeping. What is the key to getting new clients? What is needed to get started? What programs are best?  I would really like to expand on my tax business and start offering bookkeeping as another service I offer.

I have been preparing taxes for 20+ years and have been asked about bookkeeping services. I have thought about it for a while and I think now is the time. I have been looking into it and there is so much info out there. Some push the virtual bookkeeping which would be a good idea, but I think lacks the personal feel. Not that I wouldn’t be interested in that, don’t get me wrong.

I want to retire soon and would like to get this started so that I can make a smooth transition. Any help or suggestions would be greatly appreciated.

3 thoughts on “Getting Started”

  1. Hi there 🙂 The key to getting bookkeeping clients is meeting people face to face and getting the word out there. My first client came from a letter I wrote to someone I used to work with many years ago and I knew she had started her own business. Tap into everyone you know and consistently get in front of business owners. Clients need to trust who you are as a person because you are dealing with their confidential information. Accounting software is making some aspects of bookkeeping redundant so you will need to focus on working with and not against these new technologies so you don’t get left behind. Hope this helps.


    1. Thank you for the feedback. I really appreciate it. I have started to put it out more. Sometimes its a little harder because I do work full time and can only communicate in the evenings and weekends. Would posting on social media such as Facebook and LinkedIn be good tools to use also? Have you tried these avenues also?

      Liked by 1 person

      1. Even though I haven’t directly gained clients through social media I regularly share bookkeeping posts on Facebook and Instagram. 3 reasons – firstly it keeps my business name in front of people. Secondly if someone is thinking of hiring me they can check up on me & see that I’m professional, what sort of services I offer, client testimonials etc (as well as on my website). Thirdly it increases my chances of my business coming up in Google searches. It’s a lot of work but I feel that it’s an important part of marketing when you are trying to get your name out there. Not all bookkeepers do use social media, however. I’m on LinkedIn but do not post regularly there.


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