Bookkeeping business or financial firm?
Hello Ms. Shelton, I’m reaching out to you because I am planning to enroll in the Bookkeeper Business Launch training course by Ben Robinson and would like to get my certification in QuickBooks and also get my professional certification through AIPB. My best friend, who is a finance major, is interested in joining business with me. She thinks we should also offer financial management and tax planning. I can be over bookkeeping/payroll, she would be over the financial management and we can hire a CPA to be over the tax planning. From a marketing perspective, is more attractive to small business owners that we are a bookkeeping business that just happens to offer financial management and tax planning or should we just be a full-service financial firm?
First of all, congratulations on making the decision to go into business for yourself! I think the more services you can offer your clients, the better. It makes things a lot easier for small business owners if their bookkeeping, taxes, payroll and financial planning are all under one roof. I recommend marketing yourself as a full service financial firm, if you do in fact plan to offer all of these services. Otherwise, by calling yourself a bookkeeping firm your clients will not know that you provide much more than that unless you tell them.
Best of luck,
Crystalynn Shelton, CPA