How to Become a Bookkeeper A Complete Guide

how to market virtual bookkeeping services

The company not only helps you prepare for tax season but also offers ongoing tax advice throughout the year. Another way to build trust is by highlighting your qualifications, certifications, and accreditations. Display these credentials prominently on your website and marketing materials.

how to market virtual bookkeeping services

Best for On-demand Reports

It will give you insights into your profitability, solvency, and liquidity. The team at Merritt works in QuickBooks, which is helpful for easy handoff to your accountant and in case you decide down the line to bring your bookkeeping in-house. If you already use or are planning to use QuickBooks Online for your business accounting, then it makes good sense to use QuickBooks Live for your bookkeeping needs. Using an option such as Square has low-cost, no-code contracts, subscriptions, and invoicing platforms that will have you up and running in no time.

Accounting practice management software: the best 10 picks in 2024

  • All you need is a Preparer Tax Identification Number (PTIN) and you’re legally ready to go.
  • Starting a bookkeeping business requires paying attention to some essential legal and tax matters.
  • If you focus on a specific industry, you can gain referrals from others within the industry and join industry associations.
  • Because a virtual bookkeeping business is going to be run, well, virtually – you will need the right software tools and technology to work remotely.
  • Potential clients will probably look for reviews and testimonials from past clients, which can easily be added to a website or blog.
  • The program includes self-teaching workbooks that prepare you to pass the CB exam.

However, they give you the same advantages, including cutting out administrative work and preventing potential errors. Pricing also changes depending on how much money you’re bringing in and whether you use the cash or accrual accounting method. Meaghan Senn is a writer from North Carolina with experience in B2B, technology virtual bookkeeping services and digital marketing topics. Throughout her career, Meaghan has worked with B2B, software and digital marketing businesses. We could talk about dozens of traditional and digital marketing tactics for your bookkeeping business, but the goal is to help you keep your efforts focused (as mentioned in the previous section).

Virtual Bookkeeper Guide: How to Start Your Online Bookkeeping Business

Coming up with a vision statement helps outline your company’s goals and what you want to accomplish long-term. Ideally, your vision statement will be one or two sentences that help give an idea to all employees of what goal you are working towards as a company. Simply put, it means you write original articles for popular websites in your industry. There’s a small learning curve for WordPress, but once you get the hang of it, you can turn your business site into anything you want. Regardless, it’s a good idea to invest in a bigger screen to reduce eye fatigue.

How To Start A Virtual Bookkeeping Business

As a home cleaner, you go to people’s homes and clean the kitchen, bathrooms and all other rooms. You’ll dust, mop and vacuum rooms and make sure that sinks, toilets and tubs are clean. This is a great business for a creative person with an eye for composition. You can be a generalist or niche down as a wedding videographer or family photo session provider.

Decide what type of bookkeeping services you will offer

It is not intended to be a substitute for professional advice and may not be suitable for your circumstances. Unless stated otherwise, references to third-party links, services, or products do not constitute endorsement by Yelp. In addition to monthly bookkeeping responsibilities, your clients may have quarterly or annual obligations they need you to take care of.

how to market virtual bookkeeping services

First and foremost, virtual accounting firms are cost-effective because you are spending (in many cases) no money at all on office rent or utilities. Virtual bookkeeping and accounting firms have a lot of benefits over their physical-office counterparts. Many companies use online accounting and other finance software to manage their financial data. In fact, more than 120,000 small and midsize businesses use BILL, processing over USD 140 billion in payments annually.

Pricing and Positioning Strategy

  • But with the rise of digital technology and online business, extending your reach through online marketing channels is essential.
  • Many platforms offer online bookkeeping jobs, so you can find something that suits your skills and preferences.
  • For additional features, these were elements that fell into the “nice-to-have” category that not all software providers offered, either as part of their regular plan or as a paid add-on.
  • Beyond that, you may need to hire an assistant to help with the workload.
  • As you launch your virtual bookkeeping business, you must decide on your pricing strategy, draft your service agreements, and provide dependable customer service.
  • However, you still need to decide how you’ll fund your business before you get started.

Lastly, firms can remotely log in to a client’s computer to use their application, which would be similar to how a bookkeeper would work on-site. These options have the ability to be more expensive and time consuming to set-up, but are great alternatives to the newer online applications. Ads, articles, social posts and speaking gigs are great – but there’s nothing like getting a recommendation.

Conversion, Referral, and Retention Strategy

how to market virtual bookkeeping services

Picking the right tech stack and productivity tools helps your team excel. Working remotely can be equally or even more collaborative and efficient if you use the right tools that can help with automation and project management. Providing stipends for employee equipment can help everyone gain access to the tools they need to work remotely.

  • Utilizing a recruitment CRM can significantly streamline the process of identifying and hiring individuals with the right skill sets for your online business needs.
  • Some bookkeeping services charge a monthly fee while others charge by the hour.
  • Make sure to promote your referral program on social media, in your email marketing, in person with clients, and beyond.
  • Bookkeeping is a part of the accounting process that involves recording financial transactions.
  • Who knows, maybe you’re the future star of a TikTok account focused on bookkeeping, or the person who speaks at bookkeeping conferences across the nation, or a Google Ads guru.