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How to get Bookkeeping Clients: Six practical tips to enhance your bookkeeping services.

28th Mar 2024
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Establishing and growing a bookkeeping practice can be challenging, and attracting new clients can feel like an uphill battle. This blog discusses practical strategies for enhancing your services and attracting more bookkeeping clients.

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Despite all the hype about AI replacing bookkeeping and accountants, the UK's bookkeeping industry revenue is expected to rise at a compound annual rate of 5.8% over the next five years; therefore, growing your practice by attracting new clients is still the right investment to make. However, with a growing number of bookkeepers entering the market, competition for clients is fierce. Therefore, standing out from the crowd is essential to grow the practice.

The following are some strategies to attract a steady stream of new clients.

Understand your target clients

Targeting a niche and understanding your target clients helps you develop a relevant marketing strategy. According to Xero, you must understand your ideal clients before you start chasing them, and that is relatively easier within a defined niche.

Understanding your niche involves creating personas or identifying actual profiles of people you want to provide services to, noting their industries, interests, problems, and preferred tools. You can start by looking inwards at your existing client portfolio and create personas by segmenting your client base based on specific characteristics, e.g. industries, location, business size or structure and then expand on that to develop the persona of an ideal client.

Reach your clients on relevant forums

As part of persona development, you identify their interests and where to find them. It's essential to use relevant platforms to connect with your clients. Engaging with local business associations and networking events can unlock new opportunities. For instance, if you specialise in farm bookkeeping, attending agricultural events, joining farming associations, or participating in online forums, you can significantly expand your client base in this niche.

Before attending these events, research the attendees to tailor your interactions, showcase how your firm can add value, and make meaningful connections.

Ask for referrals

Word-of-mouth referrals are powerful for attracting new clients, and companies with referral programs generate 71% higher conversion rates. So, it is worth connecting with your existing clients to ask for referrals and build on a strong relationship with them

One way to ask for referrals is to incentivise them by offering free services or discount coupons. You can also set up referral capture solutions to make it easier for existing clients to share information about your services within their network.

Build your online network.

In today's business environment, you must go 'omnichannel' with your marketing strategy. While physical presence is essential for connecting with prospects, building an online presence is equally vital to impress your potential clients. You can increase your visibility and credibility by sharing valuable industry insights. You can further enhance this strategy by connecting with your prospects online, sharing helpful content on your social media and participating in relevant groups or discussions.

Additionally, you can form partnerships with influencers or publications relevant to your target clients and write content for those platforms to showcase your authority and expertise.

Position yourself as a tech-savvy Bookkeeper.

As a bookkeeper, it's beneficial to position yourself as someone tech-savvy and up-to-date with the latest trends. 44% of small businesses have moved to the cloud in recent years, and it is not just a fad - it's a significant shift in the business world. By using cloud accounting solutions and automation tools like Receipt Bot, which automates data entry tasks for bills, receipts and customer statements, you can demonstrate your commitment to modern and efficient bookkeeping solutions. 

Incorporating the benefits of automation into your marketing materials and client communications will demonstrate that you use leading technologies to provide high-quality service and will attract businesses looking for streamlined processes and solutions.

Optimise Website for Lead Generation

It is crucial to have an online presence to attract clients. Your website is an extension of your brand, values, and expertise. Therefore, you need to focus on creating a website that appeals to your target clients and showcases your skills and expertise in your chosen niche.

Your website can include blog posts highlighting how you can solve problems for your target audience and the keywords your target clients use to search for solutions. You should also include testimonials on your website to build trust with potential clients.

Choosing your path to growth

Attracting new clients to your bookkeeping practice requires a strategic approach that involves understanding your target audience, showcasing your expertise and, leveraging online platforms, and networking to expand your reach. You can start by developing a target niche and persona of an ideal client, leverage bookkeeping automation tools such as Receipt Bot, and gradually build on that to develop a growth strategy for your bookkeeping practice.