How to Convert Potential Bookkeeping Clients

Are you still struggling with how to convert potential bookkeeping clients into paying bookkeeping clients?  You know how it goes.  You spend so much time meeting with potential clients, then end up never hearing another word from them again.

I call these people “tire kickers” because they aren’t really sure what they’re looking for in a bookkeeper.  Many of them are just shopping around for the lowest price because they don’t know what else to look for.

Then, to add salt in the wound, there are the business owners who come to the conclusion that they can easily do the bookkeeping themselves.  They think that with all the great accounting software available today that it should be a piece of cake to take care of it themselves.  We both know that’s far from reality.  Convincing these people to hire you is challenging, at best.

It all comes down to this.  When it comes to finding a bookkeeper, business owners typically feel very intimidated.  They’re terrified of being scammed and of giving someone else access to their financial records.

So it’s up to you to convince the potential bookkeeping client that you are the best person for the job.  That’s not always easy as everybody has their own conversational style and sometimes important factors are not communicated as one would like.  Don’t forget, the potential client is likely feeling very apprehensive and probably not listening effectively either.

Make sure you come prepared with a few notes about your business to ensure that you cover all salient points in your meeting with the potential client.  Then follow-up afterward by email to thank them for their time and invite them to email or call you if they find they have additional questions.

However, not all potential clients are worth going after so the key is to ask your own questions to find out if they are someone you want to work with.  Some red flags to watch out for are businesses that are being audited by the government or people who are behind on their bills.  These can be very messy jobs that can ultimately lead to you not get paid for your work.  So proceed carefully and always request a retainer up front if you decide to take them on.

In conclusion, you’ll find that, when it comes to converting bookkeeping clients, most people will put off making a decision for as long as absolutely possible. Fortunately, people get more motivated around income tax time because they are forced to finally do something.  So hang in there and keep meeting with potential clients.

If you’d like a report that you can customize and distribute to convert potential clients into paying clients faster, you’ll want to check this out   http://startbookkeepingbusiness.net/plr-report