27 Tips on How to Get Bookkeeping Clients

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27 Tips on How to Get Bookkeeping Clients

27 Tips on How to Get Bookkeeping Clients

This is a great way to let potential clients find you when they are looking for a new bookkeeper online. Also, build your social media presence so they can easily check your and/or your business’ credibility. If you are looking to start a career as a bookkeeper, you may want to consider getting certified in QuickBooks.

The referring client will get something of value for every successful referral. This will increase your Bookstime chances of getting new clients while maintaining good relationship with your current customers.

As businesses and firms increase, there will be the need for more bookkeepers to maintain financial records. The salary ranges between from $50,000 to $60,000. This adds up to about $20 to $ 30 per hour.

Job Outlook


I recommend that you become a Certified QuickBooks ProAdvisor. You can sign up for a free QBO Accountant account and within your account are study materials and the exams you need to complete in order to complete certification. As with all of the options, there are pros and cons associated with live online QuickBooks training.

Most high-level bookkeepers have at least an Associate’s or bachelor’s degree. In a double-entry system of bookkeeping, accounting transactions affect two ledger accounts because every entry to an account requires a corresponding entry in another account. The entries may have an impact in asset, liability, equity, expense or revenue account. The double entry system has two corresponding sides known as Debit and Credit. This system follows the accrual basis of accounting.

Bookkeeping, accounting, and auditing clerks deal with numbers daily and should be comfortable with basic arithmetic. Integrity.

In this way, they can be a very valuable partner to your business. Creating invoices, sending them to customers, providing statements, and assisting in collections is all part of the A/R services we provide for our clients. The customer lets the bookkeeper know when they’ve been paid, we enter that payment in QuickBooks Online, and then we create a deposit to match what the client takes to the bank. However, there’s another option.

Bookkeepers might also help you manage timesheets for hourly employees or overtime. The accounting software, depending on how effective it is, should be able to automatically categorize certain transactions. For example, a credit card transaction from an airline can be automatically categorized as a travel expense.

  • The lessons break down into bite-sized tutorials with an average viewing time of three to 10 minutes in length.
  • You can categorize transactions as they come through your bank and credit card accounts to have an accurate record of your business’ income and expenses.
  • You will also take courses in general business concepts and management techniques.
  • That’s why it could make more sense for you to have a virtual bookkeeping service like Bench run and manage QuickBooks for you.
  • Accounting and bookkeeping are flexible careers that often allow telecommuting.
  • One of best pros is that you have access to an instructor to whom you can ask questions in real time.

They record financial transactions, including payroll, accounts payable and receivable, billing, purchasing, and overdue bills. Bookkeepers must have proficiency with computers in order to use accounting software needed for updating and calculating data. Nowadays, there has been a high demand for good and accurate bookkeepers.

Deposit slips are produced when lodgements (deposits) are made to a bank account. Checks (spelled “cheques” in the UK and several other countries) are written to pay money out of the account. Bookkeeping first involves recording the details of all of these source documents into multi-column journals (also known as books of first entry or daybooks). For example, all credit sales are recorded in the sales journal; all cash payments are recorded in the cash payments journal. Each column in a journal normally corresponds to an account.

Having a separate bank account keeps records distinct and will make life easier come tax time. Note that LLCs, partnerships, and corporations are legally required to have a separate bank account for business. Sole proprietors don’t legally need a separate account, but it’s definitely recommended. It helps in financial planning for the business, Investors will get a clear picture as to how their funds are being utilized.

But the good news is that there are many creative ways and marketing channels to help both old and new bookkeepers find new clients. We spoke with industry experts who share the best approaches on how to get bookkeeping clients.


Projected Number of New Jobs

As small- business writer Joshua Adamson-Pickett explains, it not only helps you make solid decisions now and plans for your company down the road, an efficient bookkeeping system saves time. Notably, it prepares you for government audits and helps prevent fraud. Most bookkeeping, accounting, and auditing clerks need some postsecondary education and also learn some of their skills on the job. They must have basic math and computer skills, including knowledge of spreadsheets and bookkeeping software.

Bookkeepers keep an eye on these transactions and make sure they are being categorized correctly. It’s important to regularly reconcile your accounts to avoid overdraft fees, fraudulent charges, or incorrectly recorded transactions. Accounting software makes reconciliation pretty easy, but a human touch is still required to make sure all transactions are accurately recorded. Webinars, or web-based seminars, are video presentations or lectures that are posted online through your website, blogs, and other social media platforms. Creating webinars is a great way to share information about your field of expertise.


In fact, many aspiring accountants work as bookkeepers to get a foot in the door while still in school. Additionally, bookkeepers who excel at their jobs are sometimes promoted to accounting https://www.bookstime.com/ positions, even if they lack the level of education the company typically prefers. That said, landing an accounting job requires, in most cases, more education than becoming a bookkeeper.