In this first video of a three-part series on finding bookkeeping clients, Jo and Zoe break down the beginner foundations you need in place to win your first few clients with confidence. They talk honestly about the fear, vulnerability and “baggage” that new bookkeepers bring when they leave employment, and why that very first client matters so much for your belief, validation and momentum.

Through their own stories of landing first clients (via a husband’s creative contacts and a neighbour over the garden fence), they show how powerful your existing network can be when you give people a clear, repeatable message about what you do. The episode covers pricing your first jobs, why working for free often backfires, how branding and pricing are linked, and the practical basics you need: a simple online presence (LinkedIn + maybe a one-page website), a clear call to action to book a call, and local networking – approached as relationship-building, not “selling to everyone”. This sets the foundation for the next videos in the series on advanced and referral strategies.

One of the biggest questions we see in the 6 Figure Bookkeepers community is:

“How do I actually find bookkeeping clients?”

In this first video of our three-part series, Jo and Zoe walk you through the beginner stage of finding clients – the foundations that make everything else easier:

Getting clear on what you do and who you help in simple, repeatable language

Using your nearest and dearest as your first “sales team”

Setting up a basic online presence to validate you (even if you don’t have a website yet)

Why pricing, branding and confidence are all linked

How to use networking without feeling salesy or desperate

You’ll also hear Jo and Zoe’s real stories of finding their first clients – from a freelancer friend needing reassurance on her tax return to a neighbour’s VAT returns that stayed at £50/month for far too long!

This episode lays the groundwork so that advanced and referral strategies (coming in Videos 2 and 3) actually work.

-----------------------------------------------

About us

We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective

-----------------------------------------------

About our Sponsor

This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper

-----------------------------------------------

Promotion

This video contains paid promotion.

-----------------------------------------------

Disclaimer

The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.