Hey everyone! I have been thinking about running a promotion to help me get more clients. I was thinking something like 20% off clean up work or 1 free month after you sign up for monthly bookkeeping. What are your thoughts on this?

I acquired my firm on 1/6/26. It came with 650-700k of revenue so I had a running start. But day 1 I lost a $3k client and gained a $3k client. Since I started I've lost 4-5 clients and gained 5-6. It's been truly frustrating because the first 90 days I didn't gain a single client. I gained between 4/1-6/1. Then since 6/1 I had zero success pitching clients on discovery calls. 5-7 failed pitches. "Too expensive" or "my CPA will do it" or "i'll have my wife do it". But yesterday I got 2 verbal commits on a discovery call and 1 signed the contract yesterday evening. But the one who signed emailed me this morning wanting to talk about our contract after talking to his CPA wife. I am preparing myself for him to back out. Moral of the story is to keep grinding. Practice your pitch. Discover what works. Stay in a niche to start to show your expertise. My expertise is trust accounting/IOLTA since 40% of my clients are law firms and most bookkeepers don't have experience there. *I have 5-6 in the pipeline for the rest of the year due to people acquiring businesses. I have been building relationships so an update will come later*

Hi everyone! Curious on the communities thoughts on acquiring a new client. What process has worked for you: referral, advertising, cold call/email/message?

I spoke with a bookkeeping owner who does 2.2M in revenue. He’s been in business 4 years and has roughly 100 clients. We talked for around 30 minutes today about life, work, and the challenges of business. But he said something to me that I think should give everyone here hope. He said: “I love my overseas bookkeepers. They’re great workers and they’re always grateful. I wish I could hire them to be client facing, even more than my US employees. But, I think my clients prefer to talk to people here.” Huh 🤔 That tells me two things: 1) If you’re overseas, you might need to be targeting bookkeeping firms, CPA firms, or outsourced accounting roles. If you’re good, grateful, and reliable, that’s what these owners want. 2) If you’re here in the US, you need to target business owners. They don’t have the time to talk to people outside of their own time zones. Local bookkeepers are preferred. This means that wherever you are, there is a target client for you here in the states. You just have to find them. So don’t give up. It only takes one connection to change the game forever. Routing for you all ✊ P.S. I’m thinking about creating a LinkedIn course to teach how I’ve made these connections. Let me know if you think that’d be valuable in the comments. P.P.S. Go read today’s daily verse. It should be an encouragement to you all regarding this (Galatians 6:9)

“Blessed be the God and Father of our Lord Jesus Christ, the Father of mercies and God of all comfort, who comforts us in all our affliction, so that we may be able to comfort those who are in any affliction, with the comfort with which we ourselves are comforted by God.” https://bible.com/bible/59/2co.1.3-4.ESV