How to Find Bookkeeping Clients on LinkedIn: 5 Step Process

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Over in The Bookkeeper Connection, my private Facebook community, I shared a post admitting that I have a LinkedIn profile that’s been collecting virtual dust. With most of my ideal clients being on this platform, I decided it was finally time to change that. After attending a LinkedIn training hosted by Shelley Hutchinson, an education expert and LinkedIn marketing expert for business owners, and learned on how to effectively market on LinkedIn using a simple, 5-step process that I’ll be sharing with you today.

Step 1. Identify your ideal client

I’m sure you’ve heard the saying, “If you try to please everyone, you will please no one.” While it’s a phrase normally used for personal relationships, it’s relevant in marketing your business too. As tempting as it can be to try to take on any and every business owner that comes your way, you can’t work with everyone – and shouldn’t try to. You should only work with people you enjoy working with. These are your ideal clients. When identifying your ideal clients, here are some questions to ask yourself:

  1. What kind of people do you, or would you, enjoy working with?
  2. What is their job title?
  3. What is their profession?
  4. What industry are they in?
  5. What problems do they have when it comes to managing their business finances?
  6. How do those problems make them feel and how is it impacting their business?
  7. If their problems were solved, what impact would that have on both them and their business?

Step 2. Optimize your profile

While social media platforms like Facebook and Instagram are geared towards building personal connections, LinkedIn is for building business relationships. Think of your profile as your virtual business card. It will be your first impression other’s have with you so make it count by adding these six things.

  1. A branded banner with your logo, contact information, and website URL.  -Don’t have a website yet? I can help change that. Together, we can launch your website in as little as a day!
  2. A professional headshot
  3. A clear tag line that states what you do, who you do it for, how it helps
  4. A detailed about section that positions you as an authority
  5. Client testimonials recommendations.
  6. Relevant work experience

Step 3. Build connections with your ideal clients

Do a quick search for your ideal clients and start a conversation. Send a connection and a quick message introducing yourself. Here’s a quick plug and play message formula:

“Dear {{First Name}}, I came across your profile and I am interested in learning more about you and your work. I help {{your ideal client}} {{solution to problem}} so they can {{result your ideal client wants}}.” Would you be interested in having a quick chat?”

Step 4. Post content that converts

Marketing isn’t about selling yourself to find clients. It’s about building connections to attract clients. One of the simplest ways to do this is by posting and sharing valuable content. But it’s not about what you, as a bookkeeper, find valuable. It’s about what your ideal clients do. The content you post should be specific to your ideal clients/niche, easy to digest, relevant to the problems they have with clear actionable solutions. Need help creating content? Check out Pukkapith Content, a content marketing and writing service for bookkeepers and accountants.

Step 5. Start conversations

Marketing isn’t a one-time thing. To get results, you will need to be patient and consistent. Make it a priority to regularly make new connections on LinkedIn and start conversations.

You never know how the connections you make today will impact you in the future – maybe even tomorrow!

While we’re on the topic of building connections…

P.S –

Hey, I’m Chatsoni!

I’m a website solution provider specializing in one-day website setup services for bookkeepers, accountants, and tax professionals. 

If you’re ready to launch a professional website you can be proud of, I’d love to virtually meet you over a free 30-minute consultation here. 

Want more content like this? Join my private Facebook community, Website Solutions + Digital Marketing Support for Bookkeepers.

And, if you enjoyed this post, please consider sharing it on Facebook or LinkedIn using the links below!

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