5 Simple Ways to Attract More Clients Before Year End

attract-more-clientsIf you've been looking to attract more clients, now is a great time to do it.

With the fall upon us, more and more small business owners will be soon waking up to the fact that it's time to give attention to the financial records they've been neglecting all year. We know many of them procrastinate and don't put bookkeeping high on their priority list. But the nagging fear of having a potentially large tax bill is starting to mount. Not knowing how much Uncle Sam will demand of them is motivation enough for many to take action to get their financial records in order… and soon.

Here are 5 simple ways you can attract new clients actively looking for help and build your bookkeeping practice client base before year end:

1. Join small business groups online (the ones where your ideal clients would gather) and post answers to frequently asked questions (FAQs). Typical questions on potential clients' minds can also be turned into mini-articles on your LinkedIn profile. Example: ‘How do you capture and record out-of-pocket business expenses paid in cash?'

2. Contact your local Chamber of Commerce or Rotary Club and ask if they would like to sponsor a breakfast or lunch presentation for their members on what business owners need to do to get ready for year end / tax season. This could be a win-win way to position yourself as an expert and get noticed in your local business community. If you work with clients virtually, do a short video presentation instead and post it out on YouTube. Then promote it on social media repeatedly over the next few weeks. (If you're an overachiever, you could do both local and online presentations!)

3. Offer a free 30-minute consultation as a “get ready for taxes” bookkeeping checkup where you review the potential client's current situation and make suggestions for getting his records updated the quickest way possible (whether he engages your services or not). Simply notify any past prospective clients that you've lost touch with about this new service. Let any other business contacts you already have know too, and post the offer on your website, as well as your LinkedIn, Facebook and any other online profiles. Some of these folks may take advantage of it themselves, or tell others who may want it. Either way, you get the word out and it's likely some of them will want to become paying clients.

HINT: If some who respond only want the free advice, set up a reminder to yourself to check in with them come December or January to see how they are doing on their own, and they will likely want to hire you at that point, since in all likelihood, they won't get far on their own.

4. Update your online listings to highlight the biggest problem you solve for your clients. This will make you stand out as different from other bookkeepers, since most just have a laundry list of accounting functions. You know, the kind that make clients get that zoned-out glaze in their eyes. Your solution will catch the attention of those “shopping” for a bookkeeper who understands their situation and can really help. Example: ‘Ask us about our rapid bookkeeping catch-up service so you can finally take control of your business finances and minimize your tax burden for 2016 and beyond.'

5. Fan the flames of incoming referrals by letting your existing clients know that you are looking for new clients like them, and have a special year-end bookkeeping clean up / catch up package available. Of course, always remember to show your clients appreciation whenever they do send you referrals.

In fact, referrals are the primary way most of us get new clients. The problem usually is that we have little control over when referrals come in. But it doesn't have to be that way. In fact, in the current TFB Premium class we cover how to create an ongoing stream of high-quality referrals by implementing a Referral Rewards Program. That's how you can get referrals on demand. It's called appropriately, “How to Get more Referrals for Your Bookkeeping Practice

Whether you already have a referral program or not, if you focus on implementing just one or two of these ways to attract new clients, you'll be able to grow your bookkeeping business any time of year, but especially between now and January. Have you tried any of these promotional methods before? Did it work for you? Any tips from the trenches you'd like to share?


Freelance bookkeeper, trainer and consultant who works with internet savvy business owners and bookkeeping professionals to maximize cash flow and build true win-win relationships.

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4 Responses to “5 Simple Ways to Attract More Clients Before Year End”

  • Christine Rawson on October 11, 2016

    This is really nice article! it will help most of the Bookkeepers to attract the new clients by following this simple 5 ways.

  • Natalya on October 28, 2016

    Hi Gabrielle,
    It is very good Post. I like your nice simple language of the article, it is easy to read and understand. Thanks for all your suggestions, I will try them.

    • Gabrielle on November 9, 2016

      Glad you found it helpful! That’s what win-win is all about. 🙂

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