How I Successfully Obtained My Best Bookkeeping Client

TLDRLearn how I got my best bookkeeping client through connections and networking, and the valuable experience I gained while working for them.

Key insights

🔑Connections and networking are key in acquiring bookkeeping clients.

💼Working as an employee for a larger company can provide valuable learning opportunities.

💰Pay rates for employees may be lower compared to working as a contractor.

🏢Roles in larger companies may be more specialized, with less room for creative input.

📚Continuing education and networking are important for growing your bookkeeping business.

Q&A

How did you get your best bookkeeping client?

I obtained my best bookkeeping client through connections and networking. My mom worked at the non-profit organization and informed me about the job opening.

What was your experience working for a larger company?

Working for a larger company provided me with valuable learning opportunities and exposure to various tasks. However, it may be less challenging and more specialized compared to working for smaller clients.

Did you encounter any challenges working as an employee?

One challenge was the lower pay rate associated with being an employee. Contractors have more flexibility in setting their hourly rates.

What advice do you have for aspiring bookkeepers?

Focus on building connections and networking, as they are crucial in acquiring clients. Additionally, continue your education and stay updated with industry trends to grow your business.

What is your opinion on working for larger companies versus smaller clients?

Working for larger companies can provide stability, learning opportunities, and exposure to established systems. However, working with smaller clients allows for more creative input and flexibility in tasks.

Timestamped Summary

00:00This video discusses how the creator obtained their best bookkeeping client and the valuable experience gained.

02:31The client was acquired through connections and networking, with the creator's mother working at the non-profit organization.

03:48Working for a larger company provided valuable learning opportunities and exposure to various tasks.

06:49Challenges included lower pay rates as an employee, compared to working as a contractor.

08:36Advice for aspiring bookkeepers includes focusing on networking, continuing education, and staying updated with industry trends.