How to Get More Bookkeeping Clients: 8 Proven Marketing Tactics

Understanding how to get more bookkeeping clients is the key to growing your business. Marketing plays a significant role in initially helping your brand gain some traction and giving it a chance to establish itself as a niche. In that regard, you can build a name for yourself in the marketplace by

• Creating a strong presence on social media and building an audience
• Use referrals from a client for networking purposes and gradually build a customer base
• Establish your brand as a niche expert to appeal to more customers

Not convinced that you can build your brand with a little patience and intentful hard work? Well, the market says otherwise:

• A huge talent shortage is about to hit the accounting industry, with 75% CPAs retiring in the next 10 years
• Cloud-based accounting demands are on the rise because they cut operational costs by 50%

What do these data imply? If anything, it highlights the gap in the market that will see a decline in competent professionals and an emerging technology that bookkeepers will increasingly have to use. Therefore, your business needs a major upgrade in terms of technology and a skilled workforce that you can market in 2025.

In this article, let us find out what your bookkeeping services should be like to be of any value to clients. Thereafter, we shall dive into how to get accounting clients and discuss eight marketing tips that have proven their efficacy in the market.

What Bookkeeping Services are Sought After by Clients?

Businesses seeking bookkeeping services want to tidy their books so that they can always be prepared for auditing. It is an important practice for them because audits are a crucial aspect of getting investments for their business. Furthermore, it helps them gain an understanding of their business’s strong points that can be exploited for further growth. Keeping the records clean also aids the process of disinvestment, which businesses often resort to when they think of restructuring and retrenching finances. 

If you were wondering about how to get clients for bookkeeping, look at the ‘what it involves’ section of the following table, and align your bookkeeping services along these lines.

Therefore, if your business could latch on to this significant demand in the market for professional bookkeepers, it will see sustained growth in 2025.

8 Proven Marketing Tactics for Gaining Bookkeeping Clients

Let us now take a look at marketing tips that answer your queries of “how to get more accounting clients?” or “how to get leads for bookkeeping?” Like all professional services, bookkeeping too needs building trust and proving your mettle consistently to achieve the same. Here are eight proven marketing tactics that would see you through the initial phase of growth for your bookkeeping enterprise. 

1. Define Your Niche and Start Slow

Contrary to the belief that you must always widen your range of services to attract more clients is not always true. Not to say that they do not work, but you need to fulfill specific requirements, such as a proven track record of success, to avail yourself of their benefits. Thus, it is always a good idea to define your niche as you start and choose an industry that is currently experiencing a boom. For instance, the SaaS industry accommodates 200,000 companies as of 2025. Other industries that you could focus on are

• Law firms
• Real estate, and
• Other professional services

Catering to a particular niche helps U.S. accounting firms to speak the language of their clients, anticipate cash flow behavior from experience, and build customized templates to enhance automation.

2. Build a Professional Website

A professional website could be the staple answer to your queries, like how to get bookkeeping clients. Clients immediately turn away from your website if it 

• Has a basic design
• Does not highlight what you have achieved 
• Does not feature client testimonials, or
• Effectively highlight your expertise

In 2025, your business needs a professional approach for client acquisition through website and social media integration.

3. Optimize Your Presence on Google

Your website must be optimized for SEO for the client to find you in the first place when they search for bookkeeping services online. You need a Google profile that lists basic information about you, such as your location and contact number, so that clients who live nearby can approach you. Add accurate information to your profile and leverage positive reviews from clients to attract customers.

4. Use Referral Networking

Referral networking could be a constant answer to your questions, like how to find accounting clients. Data reveals that the clients that U.S. accounting firms acquire through referral programs have a 37% higher retention rate. To unleash the power of referrals, ensure

• Create client referral programs and offer incentives
• Build strategic professional relationships with complementary businesses that require bookkeeping

In 2025, learning how to find clients for bookkeeping business with referrals is as important for sustained initial growth to survive in the market.

5. Focus on Content Marketing

There is a saying in the marketing/advertising world that it yields more results when you address your customers’ pain points rather than focus on your value. Let us take a look at the best practices of content marketing:

• Start a blog and write succinctly about common issues, like how to deal with the tax season or how to avoid common financial blunders
• Conduct workshops and webinars related to your service so that potential clients can organically connect with your brand
• Provide free resources like “bookkeeping to-dos” to participants or respondents top hold sway among them

The point is that your business must know how to get more bookkeeping clients, but more importantly, clients must know you so that they are sure about your credibility.

6. Create Professional Social Accounts

Unleashing the power of social media to build presence in the market is number six on the list of how to get clients as a bookkeeper. To make the most of social media, you must

• Have a professional account on platforms like LinkedIn, and optimize your content for better reach
• Join groups related to your industry and be active for a good understanding of current trends
• Create meaningful posts that offer professional insights on bookkeeping topics
• Send connection requests to relevant people to grow your network

7. Run Paid Ad Campaigns

Running ad campaigns could be a good idea, and yield positive results when your ad 

• Contains targeted keywords meant for a particular niche, such as ‘bookkeeping services for legal firms’
• Is optimized for location, demographics, and other metrics, using social media marketing tools
• Contains links to relevant pages on your website or redirects the customer to a lead-capture page 

8. Offer Free Consultations

Think of free consultations as the necessary groundwork needed to engage potential clients so that they have an idea about the competence of your services. Here is what you can do:

• Make the 15-20 minute consultation call the central idea of the ad to build rapport with the potential client
• Offer a brief auditing service, evaluating their current finance, so that they have an idea of what value a paid service would generate

Think you know all about how to find clients for bookkeeping? Time to apply the tips in your business!

Struggling with Bookkeeping Processes? Contact Atidiv for Support Today!

Bookkeeping businesses deal with a host of services that require utmost focus to avoid mistakes. The modern market puts great value on specialization, so it is a common practice among bookkeepers to outsource bookkeeping functions 

• When they are not comfortable dealing with a particular touchpoint, or
• When they want to automate repetitive stuff to put more focus on analysis

Atidiv is your go-to firm for accounts and finance services because of its unwavering reputation in the industry for delivering 100% accuracy in service delivery for 16+ years. Read this article to understand how Atidiv helped an NYC-based company streamline its operations for financial optimization.

These are some of the bookkeeping features that Atidiv excels in:

• Customized process design for your financial processes instead of a one-size-fits-all approach
• Monthly bank reconciliations so that your business is always audit-ready without the apprehension of financial discrepancies
• Constant and consistent support for your internal teams so that they can upskill, and the overall quality of business performance improves
• Periodical performance reviews to encourage proactive skill development and prevent the chances of complacency 
• Effective guidance on financial investments so that you can choose the best investor to accomplish business goals

Contact us today to avail of our finance and accounting services, starting at just USD 15 an hour!

FAQs

1. How can I make the most of referral networking for my bookkeeping business in 2025?

The best time to push for referral networking is when you successfully complete a project. If your clients are satisfied with your work, urge them politely to leave a positive Google review or display their testimonials on your website. You could also request them to endorse your brand on social media to gain more traction. 

2. Should I widen my service area or focus on niche bookkeeping services?

You should do both, but at different points in time. When you are just starting a business, your primary goal is to establish yourself as a brand, so it is better to focus on niche areas. However, once you have achieved a steady and sustained growth, there is no reason why you should not widen your area of services.

3. Can I gain clients by offering free consultation services?

Yes, absolutely! Offer free consultations in your ad campaigns and engagement-focused posts on social media to attract clients, and try to convince them with your service quality. If they are satisfied, you could gain a loyal client, provided you maintain your quality standards.