What connection do your skills and training have to the number of clients you can get as a freelance bookkeeper? What is the most important skill you can develop? Which would you choose as the best answer?
- Master the double-entry bookkeeping system, soup to nuts
- Master key bookkeeping software like QuickBooks Online
- Master effective marketing skills to promote your services
- Master tax preparation skills for business for the 2015 season
There’s a lot that we need to learn!
Most freelance bookkeepers focus primarily on #1 and #2, with some also adding #4 to their practice. And if you’ve been in business any length of time, you also realize that there’s more to running a successful bookkeeping business than just doing the bookkeeping.
In fact, the two hottest topics I get the most requests for are surrounding technology and marketing. We often get excited about all the cool tools we can use to work with clients more efficiently and transition to a totally virtual business, serving clients from around the block to across the country.
But truth be told, unless you can get a handle on finding clients, it doesn’t matter how good you are at bookkeeping or which whiz-bang online tools you use!
Without clients, you don’t have a business.
So, my question to you is…
What’s your goal for your bookkeeping business in 2015 and do you have an effective, action-based marketing plan to support it?
Quite honestly, right NOW is the BEST time to be marketing your bookkeeping services if you are looking to grow you business and take on more clients.
Because with 2014 behind us, business owners realize that they need to get their books in order and get their financial reports updated for taxes
(and they may be looking for someone new to handle their taxes too!)
You gain huge momentum toward reaching your 2015 goals if you can effectively market your bookkeeping services RIGHT NOW. The new clients you take on will ramp up your revenue in both the short and long term.
The winning formula is…
Training + ACTION = Results
We usually use this formula to improve our QuickBooks technical skills, or get a third-party software specialty certification. We figure that is how to market our services because hey, the software company will add us to their online directory of experts and then the new client inquiries will come rolling in, right?
Not really. To be sure, it’s good to have a specialty area and tech skills in specific tools (I have several of these type of certifications myself), but that is NOT a marketing plan that will bring you a consistent stream of qualified, new clients ready to engage your services.
So what’s the best way to kick up your marketing skills to the same level as your bookkeeping and online software skills?
In short, learning how to build solid relationships and get into a regular marketing habit… even when you’re too busy to take on more clients. THAT is how to reach your big hairy 2015 grow-your-business goals. You need to be marketing consistently. You can even use the overflow of potential clients as a way to make your business more profitable without taking on more work!
That’s why I train freelance bookkeepers how to promote their services in a way that doesn’t involve cold calling or mindlessly attending lead exchange meetings. In-your-face, “traditional” sales tactics just don’t work anymore…at least not well. Neither does dumping a pile of money into advertising.
Starting next week on Tuesday, January 13th I’m holding a live, online 6-week “boot camp” type workshop for bookkeepers and accountants who are ready to crack the code on HOW to create a repeatable marketing habit that just works.
Bottom line: When you can add the skill of effectively marketing your bookkeeping (and tax) services, especially when business owners are LOOKING for help (like right now), you’ll start off 2015 with a bang AND set yourself up for fantastic growth and momentum all year long!
If you’d like to learn more about what I’m doing to help fellow bookkeepers improve their marketing skills sooner rather than later, here’s a video that explains it: