Top 10 Ways To Win New Clients As An Accountant or Bookkeeper

finding a bookkeeper

But you’re going to want to source candidates from the relevant job boards that relate to the type of employment you’re offering. From full-time to freelance bookkeeper job boards, here are a few examples of places you can source bookkeeper candidates. The other reason your bookkeeper’s job description should be clear and accurate is that a lack of accuracy can make your job harder. You might, for instance, attract hundreds of applications that don’t know how to use the specific bookkeeping software that your organization uses. This will increase the time it takes to hire the ideal bookkeeping candidate for your organization. If a remote bookkeeping service is worth hiring, they ought to be able to guarantee a certain level of quality.

Now all you need to decide is whether you should hire a bookkeeping firm or a freelance bookkeeper. After that, you’ll link Bookkeeper360 to your accounting software, such as QuickBooks or Xero, and you’ll be able hire a bookkeeper to manage your company’s finances in collaboration with your bookkeeper online. HoneyBook’s goal is to make it easier for independents to book more clients, manage projects, and get paid all in one place.

How to find candidates with strong attention to detail

This can include your daily sales (money coming in), invoices (going out), payroll, and so on. These transactions need to be recorded and reconciled so that you know where your money is at all times. They have the attention to detail to ensure your business runs smoothly. Bookkeepers play an important role in the financial health of a business.

finding a bookkeeper

If you are a small business owner with limited time and/or accounting skills, hiring a bookkeeper can be a great way to save time and ensure that your books are accurate. A bookkeeper can also help you stay compliant with tax laws and regulations. They can save you time, provide valuable financial insights, and help you make informed business decisions.

How do I know I can trust your candidates?

It’s an easy way to ask and answer quickly and in an open forum where you can speak to thousands of people at one time. One firm that has managed to do this successfully is Gains Accountants. Find out how Phool Ashraf found her niche serving the restaurant industry with cloud account-based accounting here.

This will help your candidates understand what you are looking for from the successful candidate. Although nonprofit bookkeepers and accountants are so frequently lumped into the same category, it’s important to remember the key differences between the two. These differences will help determine the best hiring choices to meet your nonprofit’s needs.

How to find the right Bookkeeping service for your business

A bookkeeper records and classifies a company’s daily financial transactions (e.g., sales, payroll, payment of bills, etc.). Their focus is on accurate record keeping and summarizing data, and less focused on interpreting the data and analytics. Upwork is a hub for all sorts of freelancing, including freelance bookkeeping. It will take some time to stand out from the crowd, but some people have successfully used Upwork to find most of their clients. It is free for freelancers to bid on jobs, but Upwork stays in business by taking a cut of the fee you charge. The more business you do via Upwork, the less the fee percentage is.  This is one of the MOST WATCHED videos on my YouTube Channel, all about getting clients on Upwork.

On HoneyBook Pros, you can find vetted, licensed professionals who can help you fit your bookkeeping needs with the services you offer and how you take payments. Virtual Bookkeeping ensures that your company’s finances are up-to-date and organized while giving you more time to concentrate on other things, like growing your business or hanging with family. However, it is important to consider a few things before hiring a virtual bookkeeper to ensure that you select the best fit.

Benefit from a community dedicated to growing your business

Indeed.com – Find a job posting and then sell them on your virtual services that will be cheaper for them overall. I would say that MOST of the jobs at HireMyMom are not bookkeeping jobs, but there are always at least a few. We are looking for a skilled Bookkeeper to maintain our financial records, including purchases, sales, receipts and payments.

finding a bookkeeper

Whether you choose a bookkeeper or accountant, give them the cloud. In 2023, offering client accounting and advisory services is a must. Make sure you sign up to both if you haven’t already, and keep your profile up-to-date. “Networking, networking, networking,” suggested one of our partners. It’s well-known that accountants win the majority of new clients through referrals.

If this was the quality of work they were providing I couldn’t imagine the quality that smaller firms were providing. They can also offer day-to-day support for small business owners. In fact a good bookkeeper is your partner in keeping things running smoothly within your business. Finding and hiring your next professional bookkeeper can be a challenge, but the key way to simplify this process is to use pre-employment skills tests.

  • Xero does not provide accounting, tax, business or legal advice.
  • While many small businesses hire an accountant as a consultant, you have several options for handling financial tasks.
  • If your specialty is Etsy sellers, for example, you need to find out where those Etsy sellers hang out.
  • This may not be your favorite tip on the list, but it’s a great way to get your name out there, and it’s exactly what I did when I was just starting out.
  • Then all of you will be able to share access to the financial data for your business.
  • When you market yourself solely to lawyers, as an example, you are that much more valuable to any law firm you approach.

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