How to Find Bookkeeping Clients: 8 Tips to Grow Your Business
- jagroop176
- Sep 30
- 6 min read
Updated: Nov 17
Many bookkeepers love their work but struggle to find steady clients.
Maybe you get a few referrals here and there. Maybe you post on social media once in a while. But the phone still doesn’t ring enough. The truth? Most bookkeepers don’t have a client problem. They have a marketing problem.
This guide will show you seven proven ways to get more bookkeeping clients. Simple steps that help you build trust, stay visible, and grow your business without stress.
1. Define Your Ideal Client
Not all clients are equal. Some are late payers. Some only want the cheapest price. The right clients, on the other hand, value your work and stay long-term.That’s why you must get clear on who you want to serve.
Ask yourself:
Do I want to help small businesses, freelancers, or startups?
Do I want to work with specific industries, like contractors, salons, or online stores?
What problems do these clients face (cash flow, taxes, disorganized records)?
Example: Instead of saying “I do bookkeeping for anyone,” you could say:
“I help roofers and tradespeople keep their books clean and tax-ready.”
This clarity makes your marketing sharper. You’ll know where to show up and what to say. More importantly, defining your audience helps to clarify your ads, social media posts, and targeting practices.
If a plumber sees an ad that says, "We help plumbers improve their cashflow", he is more likely to respond to it compared to a generic ad for small businesses. Ads that are tailored to the clients you seek to serve show significantly greater performance.
2. Optimize Your Online Presence
When people need a bookkeeper, they almost always start online. If you don’t show up, your competitors will.
Claim Your Google Business Profile
Go to Google Business.
Add your address, phone, services, and hours.
Upload a photo of yourself or your office.
Ask happy clients to leave reviews.
This makes you appear in local searches like “bookkeeper near me.” If people can't find you online, they can't work with you.
Build a Simple Website
Your website doesn’t have to be fancy. But it must answer three questions:
Who do you help?
What services do you offer?
How can someone contact you?
Include a clear call-to-action (CTA), like:“Book a Free Consultation Today.”
A simple site with a clear offer is better than no site at all. Focus on your core offers and services. If you are DIY-ing it, remember to design your website to optimize for your CTA. When someone visits your website, what do you want them to do? What action should they take? What's their next step?
3. Create Helpful Content
Clients won’t always hire you right away. They may need to see your expertise first. That’s where content comes in.
Content shows that you understand their problems. It also builds trust before you ever meet.
Blog Posts
Write about common pain points. Examples:
“5 Bookkeeping Mistakes Small Businesses Make”
“How to Prepare for Tax Season Without Stress”
“Cash Flow Tips for Freelancers”
Checklists
Create a one-page checklist and give it away as a free download. Example:
“Quarter-End Checklist for Small Business Owners”
Short Videos
Record 2-minute clips answering FAQs:
“Do I need a bookkeeper or accountant?”
“How often should I reconcile my books?”
Post these on LinkedIn, YouTube Shorts, Instagram, or TikTok.
Each piece of content is a chance to show expertise and attract clients.
4. Network Where Your Clients Already Are
You don’t always have to search far for clients. Many are right in your local community.
Join Small Business Groups
Look into:
Local chambers of commerce
Small business associations
Co-working spaces and networking events
Attend with the mindset of helping, not selling. Ask people about their businesses. Share one useful tip. That’s how relationships start. Education builds trust and confidence. Clients come after.
Partner with Accountants and Tax Preparers
Bookkeepers and accountants often serve the same clients but in different ways. Team up. Accountants can send you bookkeeping work, and you can send them tax projects.
Even one solid partnership can bring you a steady stream of clients.
5. Use Social Media to Stay Visible
Social media is a free way to show up where people spend time.
Post one helpful tip daily. Example:
“3 Signs It’s Time to Hire a Bookkeeper”
“How Late Invoices Affect Your Cash Flow”
Engage with small business owners. Comment on their posts. Build relationships.
Facebook Groups
Join groups for local business owners. Answer questions without being pushy. Example: if someone asks about invoicing, give them a quick, helpful answer.
The more you give, the more people remember you.
6. Ask for Reviews and Referrals
Happy clients are your best sales team—if you ask.
After finishing a project, send a thank-you email. At the end, add:
“If you know another small business owner who struggles with bookkeeping, feel free to share my info. I’d be happy to help.”
Also, ask for Google reviews. Each 5-star review makes you more credible and improves your local search ranking.
Referrals and reviews cost nothing but bring in some of the best clients.
7. Respond to Inquiries Promptly
When a potential client reaches out, speed matters.
Research shows that people often choose the first provider who responds—not always the best one. If you take days to reply, chances are they’ve already hired someone else.
Why Speed Wins Clients
It signals reliability.
It builds trust early.
It shows you respect their time.
How to Stay Quick
Set up email notifications for your contact form.
Use an auto-reply that says: “Thanks for reaching out. I’ll get back to you within 2 hours.”
If possible, respond within the same day—even faster if you can.
Leverage AI
Example: A small business owner emails three bookkeepers. One replies in 15 minutes, one in 24 hours, and one never responds. Who do you think gets the job?
Clients value fast replies just as much as expertise. Sometimes more. That is why we use AI calling to respond to inquiries within 30 seconds. Potential prospects fill out forms and we call and book an appointment with them.
7. Consider Paid Advertising
If you want faster results, ads can help. Ads get eyeballs on your website and business.
Google Ads
Run a simple ad for terms like:
“Bookkeeping services near me”
“Small business bookkeeper”
When someone searches, your ad appears at the top. The real power of google is the fact that people have high-intent behind their search. They want and are actively looking for your services. We at Psy Spark are happy to help with google ads.
Facebook Ads
Target small business owners in your city. Offer a free guide or checklist in exchange for their email and phone number.
The power of meta ads is their ability to introduce a problem. A great ad will build awareness about a problem that someone didn't even know they had. Once they're aware of the problem, a person will look for the solution and that is where your services and products come in. You make them know about the problem then you help solve it.
However, it can be challenging to design great ads, while testing headlines, images, and videos. We hear many stories of clients trying to do it all themselves, only to burn hundreds of dollars in ad spend.
How Psy Spark Helps Bookkeepers Get Clients
Finding clients takes time and energy. Many bookkeepers would rather focus on their work than on marketing.
That’s where Psy Spark comes in.
We build lead funnels that:
Run ads on Google and Facebook.
Send traffic to optimized landing pages.
Deliver warm leads directly to you with AI calling.
Our system uses psychology to attract the right clients—people who are already interested in your services. Marketing is both a science and an art. We know how to capture people's attention and prime them to work with you. Then our AI calling system qualifies and directly books that lead into your calendar. You just focus on what you do best: serving your clients. To learn more check out our lead generation service for bookkeepers and accountants.
Key Takeaways
Be clear on your ideal client before you market.
Claim your Google profile and build a simple website.
Share content like blogs, checklists, and short videos.
Network in business groups and partner with accountants.
Use social media to stay visible and build trust.
Ask for referrals and reviews after every project.
Use ads to speed up results if you want faster growth.
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