Grow Your Bookkeeping Client Base

By | October 11, 2017

Follow this 4 step system to grow your bookkeeping client base

Driving new client growth is as important as growing an existing brand. Because customers are the lifeblood of any bookkeeping business, it’s important to keep retaining your existing clients and generating leads. Only then can you sell more services. Making new business, however, is the biggest worry among business owners. But with a smart, pre-emptive strategy, you can find new clients for your bookkeeping company. If more customers and more revenue are what you want, here are 4 steps you can take to build your client base.

Get personal

Know your customers and prospects – it is that simple. Today, there’s a lot of chit-chat about consumer insight and personalisation because they actually work. Understanding your customers’ business requirements enables you to develop custom services that match your clients’ needs. In addition to better insights, personalisation can help you stand out from the competition.

Building up a customer base takes dedication and time. Knowing your customers and their preferences really well, offering better-personalised bookkeeping services and maintaining a good relationship with your customers will take your business a long way to acquiring more high-quality clients.


Many business owners get their customers from word of mouth. With that being said, it’s a good idea to seek recommendations from others. This idea of “social capital” is based on the value of relationships, whereby trust is implied by knowing people that your business associates know.

To build relationships, attend networking events, interact with other owners, and collect business cards. Don’t stop there! Send emails or call your new contacts a few days or weeks later and let them know how much you were happy meeting them. Ask if you can do anything to continue to stay in touch and support them. After all, networking is a great way to get new business opportunities and establishing yourself as a trustworthy resource. Bookkeepers Adelaide has become professionals at utilising the networking strategy.

Customer service

People are more likely to walk away from a company due to poor customer service. So, to retain your existing customers, it’s important you provide great customer service. Treating your customers well will have a positive impact on your bottom line and your customer base.

“Loyal customers are valuable to your business. They are a great source of referrals and constant income”.

Take the time to understand your customer’s needs and evaluate your customer service. Be sure to respond to your clients quickly and look to offer great service online. As a result, your bookkeeping customer numbers will grow substantially.


The Internet has revolutionised the way businesses and customers can communicate and share information. From using social media to reach your audience to online customer service, today, there are many excellent ways to reach out and get insights via blogs, content marketing and social platforms such as LinkedIn, Facebook, and Twitter.

Think about unlocking and sharing your intellectual property (bookkeeping knowledge and information) with potential clients. You can reap the benefits by engaging your current clients and prospects by posting this knowledge on your website, blog or social media accounts.

Make your company more profitable by using the aforementioned steps to seek out new and better customers, and to maintain your existing ones.