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Post Info TOPIC: Tips on approaching accountant firms


Newbie

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Tips on approaching accountant firms
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Hi everyone, 

Happy new year to you all.  

I'm just starting out in the world of freelance bookkeeping and wondered if anyone has any tips on how to approach accountancy firms for potential work.  

Firstly I'm just not sure of the best approach.  Should I write (snail mail), email, enclose a cover letter and basic CV/profile or go full on with more glossy marketing type material? 

What are Accountants priorities when accessing the ability of a new bookkeeper and how can I best highlight these in order to spark interest?     

It would be great to hear about your successes and failures, what worked what didn't?  Especially any Accountants out there - it would be really great to get your take on this.  

Thanks in advance.

 

Best Wishes

Mary 

 

 



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Senior Member

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This question has been asked before; here's one link, there will be other threads here too - http://www.book-keepers.org.uk/t35212091/accountants/

Also you might want to post the question on an Accountancy website for Accountants' feedback.

Good luck

 



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Forum Moderator & Expert

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Hi Mary,

welcome to the forum.

like Iain I'm going to point you to an old message. This one was peculiar to a request for mentoring but is equally as applicable to work requests :

www.book-keepers.org.uk/t53161710/template-letter-requesting-mentoring/

and this one on letters to accountants :

www.book-keepers.org.uk/t53321965/letter-to-accountants-for-work-can-anyone-have-a-look-and-te/

Once you've had a read post any follow up questions here and we'll try to put together a more personal answer (January's a bad month for getting long individual replies I'm afraid).

All the best,

Shaun.

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Shaun

Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.



Newbie

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Hi Shaun/ilsm,

Thanks you both for your replies.

I think I need to be quite targeted and thoughtful in any approach. I've joined a couple of local networking groups which have members who are accountants so I think I will use these as a staring point before spending loads of time on a mass email campaign.

I do realise January is probably not the best time anyway, so I will take a step back for the time being.

BTW, I've been watching the forum posts while getting qualified and they have been by far the best source of information and advice Thanks again.

Kind Regards
Mary



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