How to Get Quality Bookkeeping Clients

Everybody needs to be marketing, but that doesn’t mean you have to take on clients. One of the cardinal sins in this business is to stop marketing.

[1:10] Your message needs to be going out into the marketplace all the time. It takes time for the marketing engine to warm up, so you want it running once things start to slow down.

[1:45] We don’t want one way to get ten clients, we want ten ways to get one client. If you’re relying entirely on one channel to get clients, you are vulnerable when something changes. You should add additional channels to whatever is already working.

[2:30] Most bookkeepers are transitioning over to a virtual business model since that allows them to get clients anywhere and serve them no matter where they are.

[2:50] The first thing you have to do is have a niche and be able to define your market. Marketing has three important elements: your market, your message, and your medium. Your market will dictate where you go to find your clients.

[3:50] Define your market’s jobs, pains, and gains. You need to have a deep understanding of your market and what they are trying to avoid, what they want, and what they do. Find out where the industry is hanging out. Facebook groups and pages on that subject with a lot of activity is a good sign. Join those groups and start contributing value to them.

[6:30] Marketing is how you put out your message into the market. Sales is where you’re one-on-one with someone to sell to them directly. Don’t confuse the two.

[7:00] Figure out who the associations are that deal with your chosen industry. Determine who has a presence online with a large membership. Another thing that very few bookkeepers take advantage of is trade shows. They are a great place to network and build your business.

[8:55] Is there a local association of the big industry, one that you can join and get in front of? Being able to present information to these groups is a powerful way to add value and attract people to your business.

[10:15] Don’t spend a lot of money on advertising initially until you clearly define your market. You have to come up with a true value proposition of how you help them to achieve gains, how you can help them avoid the pains, and how you take away those jobs that they really don’t like doing. Then refine your message by speaking with your clients one on one.

[11:50] When you have your market clearly defined, and know your message and your value proposition, that’s when you can go to the medium and start running ads. Until you’ve nailed those things down, don’t spend money on advertising.

[12:45] Your website should be focused on one thing: getting the visitor to contact you. As you are creating your site, think about what actions you want the visitor to take and give them an easy to follow path towards connecting with you.