On a scale of 1-10, 10 being excellent, how would you rate your marketing skills? Don’t worry if you don’t even want to share your answer; most bookkeepers are in exactly the same place.
The problem is if you’re not great at marketing, it doesn’t matter how spectacular a bookkeeper you are because people won’t know how to find you. The good news: marketing is a skill you can learn just like you learned bookkeeping. And if you love numbers, that’s a good thing, because there are a lot of them in marketing!
This is the perfect time of year to come up with your marketing plan. Soon you’ll be swept away with the busy tax season and it will be harder to focus on YOUR business growth. Start by brainstorming where you’d like to be three to five years from now.
Once you have that big picture, then you can work backwards breaking this ideal scene down into short-term goals, specifying those milestones that need to be achieved along the way to this long-term goal. Every morning review your marketing goals. Keep them in plain view – by your desk or next to your computer. Having them constantly in front of you will keep you aware of opportunities that cross your path to help you achieve those goals.
Then, take out your calendar and schedule in the time you need to actually accomplish your goals. Honor these appointments – whether it’s a networking meeting, time social networking or writing a quarterly newsletter to send clients.
On Friday, February 10th The Bookkeeper’s Club will get must-have marketing advice in their Ask the Expert Call with Sandi Smith Leyva. Marketing maven, CPA, and Certified QuickBooks ProAdvisor, Sandi will share, “5 Simple Steps to Get More Clients, More Profits, More Free Time”. You’ll discover the most important step – that everyone leaves out – that you mustn’t if you want your marketing to work.
Not a member yet? Click here to review all the benefits, including marketing training from Sandi AND a monthly marketing plan you can adapt to your bookkeeping business.

My eight-year-old neighbor, Julia, wants a dog. She comes over almost every day to visit my two, Bailey and Bella. (That’s a picture of them playing soccer. Well, their version of soccer.) Her only obstacle – Connor, her five-year-old brother!
You’ve put yourself out there and have attended some great networking events to get the exposure your freelance bookkeeping business needs in order to grow. Congratulations!
