How to sell bookkeeping services 

Almost every business requires a bookkeeper, and as a bookkeeping expert, you’re confident about your skills. 

However, competition can be rigid when you’re up against other local experts, online resources, and the DIY strategy.

You require a plan for gaining prospective customers, particularly in a digital world. 

You must establish these relationships with the target audience on your own. 

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It’s time to create a successful strategy for expanding your financial business. 

In this blog, we will explore the best ways of how to sell bookkeeping services online.

Table of content

Ways to sell bookkeeping services

1. Build relationships with other business growth professionals

Chances are, before a company tries to find an accounting firm, they will need different kinds of assistance. 

They might require a website. They may need an artist to design their logo. Or, they may need a printing company for their business cards. 

Think about when you began your bookkeeping company and the suppliers you worked with to get it off the ground. 

These other companies can become your collaborators who communicate with new entrepreneurs before revenue hits their books. 

Start talking to other necessary business service providers about how you can collaborate to serve the requirements of growing businesses in your community. 

A good place to start a conversation with other local business owners can be social media platforms.

2. Offer a clear value proposition

Clearly express the advantages of your bookkeeping service. 

Whether it’s cost savings, time effectiveness, or enhanced financial decision-making, your prospective bookkeeping clients should understand the tangible value they will gain by selecting your products or services over others.

When providing bookkeeping services, you must go beyond listing features and explore the real-world benefits your clients will experience. 

Highlight an opportunity cost savings they can achieve through your simplified procedures, demonstrating how your knowledge can contribute to more efficient financial operations. 

Highlight the time saved by outsourcing accounting tasks, permitting customers to redirect their attention to core business activities. 

In addition, emphasise the effect on enhanced financial decision-making, demonstrating how your timely and precise reports empower clients with helpful information for strategic thinking.

3. Embrace technology

Stay ahead of the competition by incorporating cutting-edge bookkeeping methods into your service offerings. 

A tech-savvy approach can be an important selling point, particularly when efficiency and automation are highly valued.

Demonstrate how automation tools accelerate routine tasks and greatly decrease the risk of errors. 

Emphasise the precision and accuracy of modern technology to accounting data so your clients can make informed choices via reliable information. 

Show the productivity gains achieved through cloud-based solutions, highlighting their simplicity and adaptability. 

A tech-savvy reputation sets your accounting services as forward-thinking and aligned with the current needs of company operations.

4. Determine client issues

Once you’ve found your clients, it’s time to incentivise them to select your bookkeeping services. 

You can do this by identifying their issues. 

For instance, a startup witnessing significant expansion may need help with its outdated payroll structure. 

A business developing new elements may need to claim the R&D tax credit. Or, a company having trouble with its financials might need robust CFO services.

5. Find a solution

In numerous instances, an organisation is aware of its issues. However, most companies need help finding a solution. 

This is where you come in. You are required to demonstrate how your financial services will fix their issues. 

To do this, highlight the issue while clarifying how it affects them. 

Then, explain how what you provide will directly address this problem. 

6. Amplify your content with online ads

If you want to expand your potential reach without spending too much amount, think of online advertising for your bookkeeping services. 

Online or search engine ads help provide premium positions, such as relevant search results. 

They additionally enable you to reach a large volume of individuals outside of your existing network.

You don’t have to pay a lot for the advantages of online ads. 

Digital ads attract high-intent customers who are ready to buy particular goods or services.

This enables you to establish a stronger relationship with your target market without wasting money on individuals who won’t be interested in your services. 

The consequence can be higher rates of conversion and ROI.

7. Incentivise referrals 

Finally, remember that the most effective marketing is always word-of-mouth. If you have a few pleased customers, you should use them to your benefit. 

Consider what you can do to encourage these customers to assist you in gaining your next client. 

You run a gift card promotion for customers who share your latest post on social media platforms. 

You give them a discount on their offerings for every other customer they indicate.

Small business owners constantly search for techniques that will increase their profit margins. 

If they like working with you and you resolve their problems, you can bet they’re going to leap at the opportunity to get a discount while assisting their fellow community in finding an ideal bookkeeper. 

8. Use social media marketing

With most individuals using at least one social network, social media marketing is essential to any lead-generation strategy. 

It allows you to connect with thousands of prospective customers currently searching for bookkeeping services.

Whether via helpful content, visually appealing images, or targeted advertisements, social media offers an exciting and significant channel to amp up your brand and connect with those searching for reputable bookkeeping services. 

It’s not just about being present where your target audience is—it’s about getting involved and participating in conversations that matter most to them.

Hire an Accountant

Work with UK-based Experts for tax, audit, accounting, payroll, & EIS/ SEIS needs.

Have a question? Call us on
0203 983 8100
Monday to Friday 9am – 4:30pm

Final thoughts 

Whether you are just getting started with your bookkeeping company or the leader of an extensive bookkeeping firm, these suggestions for getting bookkeeping clients can assist you in generating revenue and ensuring a steady workflow. 

While referrals from friends and family are one of the best ways to connect with leads, numerous additional successful methods exist to obtain new clients. 

These include extending your offerings, working your referral network, and concentrating on a niche.