In creating an accounting and bookkeeping service, there are steps that work every time in marketing. For the best way, see: The best way to market an accounting and bookkeeping service Another approach in creating your own service is to contact those businesses with which you do business.
Small businesses that you deal with as a customer tend to be a great source of clients. These contacts are often overlooked. At the end of this newsletter is a list of businesses that are traditionally small, that you might have used at one time or another. As you are reviewing this list, note the names of businesses that you want to notify in regard to your services.
Working with other businesses requires a professional image to achieve respect. A letter is a good way to begin.
This letter tells them that you are starting your own bookkeeping and accounting business. As a customer of theirs, you would like very much the opportunity to show them how you can assist them in running their business better.
In our course we have a sample of a letter that works terrific. I can't show it here because I have to save some secrets for the course.
In the second paragraph you emphasize two very important points. First, you state that you have an accounting system uniquely designed for their specific business. Secondly, you explain that you will customize the system so that they can do the whole thing alone, you can do it with them, or you can do the whole thing yourself. It's up to them. This let's them know that you are there to help them.
Finally, in the third paragraph you announce that you will be in the area at a certain time during the next three or four days, and that you will stop in. (Be sure to make a note in your calendar to drop by at the appointed time.)
Try to be there about five minutes early. It will make a positive impression and also provide a buffer in the event that you run into unexpected traffic jams. If you can't make it on time, be sure to call them, and let them know you need to reschedule.
You will want to send out only ten letters per week . No more — no less. Initially, this might seem like a small number. That's alright. At first you will want to spend more time rehearsing and reviewing your presentations. Later, as you start setting up new clients, and follow up on past visits, ten letters will seem like a lot.
There are other articles showing easy methods of marketing your own accounting and bookkeeping service. For information on the other articles, you can link to them here:
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For complete information on marketing an accounting and bookkeeping service, see our section on Building a Successful Accounting Service at our Accounting Made Easy site.
Here is a list of some of the businesses you may work with, (just to get the creative juices flowing):
Lawn Care Services
Mobile Home Sales
Mobile Home Service
Moving and Storage
Sand and Gravel
Stocks and Bonds
Used Car Lots
Accounting Made Easy - - Course Module 1
Master the tools, procedures, and underlying principles that make up the bookkeeping processes of all businesses. Understand the core building blocks of Accounting and Bookkeeping. -- 9 Videos & Manual. See Sample
Practical Small Business Applications -- Course Module 2
Apply your understanding of the core accounting principles to specific industries. You will learn to set up books from scratch, do payroll like a seasoned pro, and much more. -- 6 Videos & Manual.See Sample
Advancing your "Account-Ability" -- Course Module 3
Sure ways to set up complete bookkeeping systems and manage the books for a variety of more sophisticated industries. -- 9 Videos & Manual.See Sample
Building a Successful Accounting Service -- Course Module 4
Learn the steps to finding paying clients. Start and Grow an accounting practice following a proven program tested and perfected since 1979. -- 7 Videos & Manuals.See Sample
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Customized Web Site (Free Promotional Offer)
With your purchase we will create a custom Web site for your business and host it for you for free for 6 months. Your Web site will become a valuable part of your marketing; in many cases you may only need to refer prospective clients to your site and it will sell your services for you. See CustomUniversal Accounting® Website
Two Additional Practice Sets (Free Promotional Offer)
Practice makes perfect. The modules already contain practice sets for nine different businesses. With your purchase you'll receive two more practice sets, giving you eleven in all. This will give you even more confidence and experience in various industries and the opportunity to work with additional types of clients.
Professional Bookkeeper Testing (Free Promotional Offer)
Certificate of completion (final grade greater than 65%)
Certified Professional Bookkeeper (with 90% or better grade)
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