I started & grew a super dominant, outsourced accounting firm here in the Minneapolis region, and I'd love to help you learn how to do it, and you can hire us to build you an amazing website & setup Google ads to drive customers your way.
How to get your first business clients for your CPA, tax and accounting business
Starting a business is hard, but the most difficult part is finding your very first customers.
There's a ton of reasons why the first clients are the hardest:
Why getting the first clients is really hard for a startup accountant:
you feel like a fake
you're not confident
you have no experience
you have not practiced
you're making things up as you go
you might not be gifted in sales and prospecting
you're and accountant, not a sales person
you're not sure where to start
you're just awkward and bad at it
Starting your own tax and accounting firm is a beast, but it's made even harder for the reasons I mentioned, and a host of others.
Here's a free video I put together of some extremely practical steps you can take to get your first customers, and I'm sure it will be helpful.
Watch the Video to Get Your First Customers
Getting your First B2B Customers for your Accounting Firm
The first thing is to realize that you're going to go through 2 phases.
In the first phase, you're going to do just about any kind of work, tax returns, coaching, bookkeeping cleanup, WHATEVER - in order to build up revenue and credibility.
You see, while you drive towards becoming and outsourced accounting firm, where you don't waste time with one-off service, but you provide an all encompassing service, you'll need to build up your credibility.
Phase 1 - Building Credibility Phase
You need to get experience, and you'll need to get Google Reviews and Facebook Reviews.
You see, it's much easier to close business when you believe in yourself, and there's evidence on Google Reviews that you actually do good work.
So in this first phase, i recommend you do as many types of work as possible, in the hope that you can make them really happy and get a google review.
The goal is to have a portfolio of customer reviews, testimonials and testaments that show you're actually worthy of trust
The other thing to note is that until you have a couple of monthly retainer clients, you don't have any money, so you need to be scrappy and just do any work that you can drum up.
The goal in phase 1 is to build up reviews to help you close more outsourced accounting clients.
Phase 2 - Prune and Focus
The second phase is when you start to prune back your non outsourced accounting clients, so that you can deliver excellent results to that service model.
If you do lots of tax returns, and non outsourced accounting clients, you'll be too busy doing "good work" to actually do the great work.
If you're not careful, you'll get busy doing nonsense work and drop the ball on your best clients.