How to get bookkeeping clients: 12 effective ways in 2025

To streamline this process, consider using TaxDome’s website builder, which offers over 200 templates specifically designed for accounting, tax, and bookkeeping businesses. An effective way to expand your client base in the bookkeeping field is by leveraging your network. Word-of-mouth recommendations are very effective because they are normally referred by people one trusts, which, therefore, means business is likely to be brought in. The key to becoming an effective business on social media Coffee Shop Accounting is to treat your pages as a personal account instead of a sales page.

Join Professional Development Organizations

We analyzed our top 20 TaxDome firms, representing over $100M in combined revenue, to uncover the strategies driving their success. Free consultations allow you to understand clients’ needs and demonstrate how your services can help them. Workshops and webinars can cover relevant topics, such as bookkeeping basics or financial planning, positioning you as a knowledgeable resource. These organizations also often host events and meetings where you can build relationships and establish your presence in the community. Extend the reach of your blogs by reposting them on LinkedIn Articles.

How can I differentiate my bookkeeping services from other providers?

• The best way to identify services you should offer is by asking your current clients what they could use help with.
• There will come a point when you need to engage additional help, like a subcontractor, once you’ve mastered obtaining clients for your bookkeeping business.
• Offering them special promotions or discounts is an effective way to attract new clients while building positive relationships within your community.
• It’s a proactive way to grow your client base, and the site’s user-friendly interface makes it a convenient option to add to your client acquisition strategy.

Make sure you stay up-to-date with listing sites such as Google My Business and Yelp, as these are the places where many people first discover businesses just like yours. The better you look on these listing sites, the more likely you’ll be to get new bookkeeping leads. This might not sound like the -best- way to find leads, but it can be a great source of prospective clients.

Take Advantage of Online Business Listings and Reviews

You need to be at the top of their mind when they realize they need help-whether that is on social media sites like LinkedIn, on Quora, or in their email inbox. In other words, you earn trust by proving your worth as an advisor for their company, not just as an accountant. A rundown of top-ranking accounting job boards where you could discover many seasoned individuals with an immense amount of expertise and hand-pick your prospective employee. Clearly outline the benefits and savings of these packages on your website and in your marketing materials.

• You can add a testimonials page to your website to share these comments or request that they write reviews for you on listing sites like Yelp or Google.
• Email marketing strategies, like advertising in newsletters, can be a potent tool in your marketing arsenal.
• Users can follow you when they find your answer helpful and your profile trustworthy.
• Freelancing platforms like Fiverr, Upwork, or Freelancer are great places to find clients and build your customer base if you’re just starting your bookkeeping firm.
• LinkedIn is a fantastic tool to expand your professional network, generate leads, and ultimately attract clients for your accounting firm.

Learn The Art of Cross-Selling and Upselling

This can do wonders to position you as an expert and also generate leads. When I had my first video production business, I can trace 90% of our clients back to a single connection that I made. If you have done a good job and they are happy with the results, then you have a great chance of them referring you for future business.

Use LinkedIn actively

And if you are ready to take your bookkeeping business to the next level, sign up for Cone’s all-in-one solution today and watch your client list grow. You can join professional groups and communities where you can find other professionals in that field, learn more trends that are current in the market, and find clients. Examples of such groups can be local chambers of commerce, discussion boards, or trade associations.

• Once you promote a video or display ad, you can try the “cost per impression” or CPM approach.
• With dedication and the right strategies, you’ll be well on your way to building the thriving bookkeeping practice you envision.
• Online directories and industry portals can be a valuable source of client leads, especially if you cater to a specific niche.
• Clearly document what you need from a client by sending them a checklist of information to pass to your firm.

Factors like the complexity of their clients’ financial needs, the size of their team, and their technology resources play a significant role. While there is no one-size-fits-all answer, a solo bookkeeper may comfortably handle around 20 to 30 clients, whereas a larger firm can manage a more extensive portfolio. At The 6 Figure Bookkeeper, we believe in the power of small businesses to drive meaningful change—not just in the economy, but in the lives of families and communities. This belief is the foundation of The 6 Figure Bookkeeper Pledge, an initiative designed to how to get bookkeeping clients quickly create a ripple effect of positive impact worldwide.

Tips for obtaining referrals from past clients for accounting services

Today’s customers are more inclined to do their research before recording transactions making a purchase. This helps to build relationships, establish credibility, and ensure you remain top-of-mind until they are ready to become clients. So, a more effective strategy is to provide helpful content to your audience. Doing this positions you as an expert and helps to boost awareness for your firm.