Tag Archives: how to get bookkeeping clients

3 Ways To Work With Clients You Love!

For many freelance bookkeepers, the biggest challenge is achieving work/life balance, especially if you are working from of a home office. We feel pressure to work with any business that shows an interest in our services, even if it costs … Continue reading

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How to Kill a Client Relationship Before It Begins

Just hours before a big snow storm we had on the East Coast this past winter, I learned that my landscaper would not be able to plow my driveway because his truck had broken down.  So with such short notice, … Continue reading

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Communicating Client Roles & Responsibilities

There are many business owners who like to delegate their bookkeeping by abdication.  They think that as long as there is someone else handling the books, they don’t have to think or do anything to assist in the process.  If … Continue reading

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Remove the Need to Bring in More Cash as the Reason to Work With Someone

“I have to sign this prospective client because I need the money that I’ll earn from this account.  I will say “yes” to whatever it is that they want and I’ll worry about how to handle it later. ” In … Continue reading

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Mindset and the Prospective Clients?

No matter how a prospective client finds you and your business, it is important that you qualify them to ensure you are a fit for one another.  Gone are the days where you think and feel that you don’t have … Continue reading

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Are You and Your Client Right for One Another?

When you receive a referral from a colleague, or a lead from one of the list directories, it is important that you qualify whether or not that individual and business and your firm are a fit for working with one … Continue reading

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The 8 Easy Steps to Qualify a Prospective Client

When I started my firm, it seemed that for every one client I loved to work with, there were two that I absolutely dreaded.  Each time I would see an email from them or hear the phone ring, I would … Continue reading

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Why It’s Important to Know Who Your Ideal Client Is

The first step to identifying your ideal client is to become crystal clear about whom it is, you are meant to serve.  When I first started my freelance practice, one of our services was after-the-fact bookkeeping.  I offered this service … Continue reading

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Why Did I Agree to Work with this Client?

Has that thought ever crossed your mind?  Did you ignore that feeling in your gut? The one that said, “Don’t do it, you’ll regret it.”  Often the feeling is more subtle.  Something’s off, but you can’t tell what.  You need … Continue reading

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Who is Your Ideal Customer?

I’ll never forget the first time someone asked me, “Who do you like to work with?”  I remember fumbling over my answer because I had never thought of that before. The prospect of being able to select who I wanted … Continue reading

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