How To Start A Bookkeeping Business

Start your bookkeeping business by making a free logo or read our step-by-step guide below!

vintage business logo

Step-by-Step Guide To Starting Your Bookkeeping Business

Congratulations on taking the first steps toward starting your bookkeeping business! If you already have the passion for maintaining financial records, and the skills such as financial reporting, data entry accuracy and regulatory compliance, but you’re unsure how to turn this into a business — we are here to help you every step of the way.

Starting a bookkeeping business allows you to offer vital services to other businesses, ensuring their financial transactions are accurately recorded and compliant with legal standards. This role is crucial for businesses of all sizes, helping them track their financial health and prepare for tax season. With low overhead costs and high demand across various sectors, bookkeeping offers a stable career path with potential for growth and specialization.

With our guide below, we will take you from the start by showing you how to give your reporting business the perfect name and domain, all the way to success by launching it with a professional logo, website, business email and marketing material that is ready to attract customers who want accurate and timely financial records, and therefore would be looking to your new bookkeeping business!

1. Generate A Bookkeeping Business Name For Free

business name generator

Haven’t figured out the perfect business name to showcase your skills in financial reporting yet? We’ve got you covered! With our business name generator, simply tell us more about your business and it will do all the hard work in coming up with great ideas for you to select from.

Some example prompts from our users include:

  • A reporting business that starts with the letter 'A'
  • I help people find a new career they are passionate about
  • A bookkeeping company that delivers excellent data entry accuracy
  • Fragrance company with Tornado mixed in the name one word

Choosing the right name for your business is more than just a task—it's about creating a meaningful connection with your customers who want accurate and timely financial records. A great business name not only helps people remember you but also conveys who you are and what you offer in a memorable way. A memorable reporting business name to start with will include: keeping it short and sweet, avoiding complex jargon, making it relevant and connecting it to your Industry.

For example, if you are starting a bookkeeping business, you may want to include your skills in maintaining financial records in some way so it is clear to your potential customers what values, services and products you offer. You can also select a business type from our Business Name Generator and add a keyword such as bookkeeper or regulatory compliance so your perfect business name is as unique as you and your brand!

2. Create A Free Unique Logo For Your Bookkeeping Business

create a business logo

Once you have brainstormed the perfect business name, create a professional bookkeeping logo with our free logo maker! You can start by entering your business name below.

Starting a reporting business can be hard without a high-quality logo, as this is what will represent you and your business. The right files are also needed to start and promote your service business across marketing channels once you have launched and are ready to find customers.

3. Get A Custom Domain For Your Bookkeeping Business

business domain

While it's possible to start a business maintaining financial records by using free platforms such as social media, when you buy a domain name to own, you set yourself apart from your competitors.

By purchasing a domain name, you can create a professional image for your service business and make it easier for potential customers to find you online. Choosing the right domain name to start your bookkeeping business is like choosing the perfect outfit for a special occasion; it should reflect your style, make you stand out, and leave a lasting impression.

Like your reporting business name, remember the golden rule when picking a domain: keep it simple and memorable. You want a name that people can easily recall and punch into their browsers without a second thought. Go for something short and snappy to dodge typos and avoid complicated spellings, unnecessary hyphens, or confusing numbers — they're just roadblocks for your visitors who want accurate and timely financial records.

4. Build A Professional Bookkeeping Business Website

business website

When starting a bookkeeping business in today's online world, having a website has become more of a necessity than a luxury. Whether you're an individual, a service business owner, or a large corporation, having an online presence is crucial for reaching out to your potential customers who are looking for businesses that can show their skills in financial reporting, data entry accuracy and regulatory compliance.

Building a professional website doesn’t have to be hard. With LOGO.com x Wix, you can be ready to go live in just a few minutes with all the features you need for any business including products, services, consultants, restaurants and much more . No tech skills required — get started for free below.

Best Practices Building Your Bookkeeping Website
  • Choose AI assistance and answer a few questions about your business, or manually select from 900+ website templates. You can customize all these templates to your liking.
  • Add images and tweak the style of your website to align with your reporting brand, making it visually appealing and consistent.
  • Place compelling Call to Actions (CTAs) to guide users through your website. Encourage them to explore different sections, contact you, or make a purchase. A well-placed CTA for a service based business enhances user interaction and conversion opportunities.
  • Use high-quality images that showcase your business in maintaining financial records or other products and services in a visually appealing manner.
  • If applicable, incorporate customer testimonials or reviews to build trust and credibility.
  • Keep your website updated with the latest information about your business, products, or services.
  • Add a way for your customers to contact you, whether it is through social media or the contact form section.

By signing up for a LOGO.com x Wix account, you have read and agree to the LOGO.com Terms and Conditions, the Wix Terms of Use, and you acknowledge the Wix Privacy Policy and the LOGO.com Privacy Policy. LOGO.com and Wix will share the information in your account with each other and also in accordance with their privacy policies.

Ways To Promote Your Reporting Website

Social media groups

Join relevant groups to bookkeeping on platforms like Facebook and LinkedIn and share your website within these communities. Ensure that you engage genuinely and share valuable comments that are not perceived as spam or overly promotional.

5. Set Up A Business Email Address

business email set up

Owning and setting up your own business email (e.g. [email protected]) rather than using a generic email domain (e.g. [email protected]) has a range of benefits.

Having a professional business email is key for all reporting businesses looking to build credibility with their potential customers.

It stops your emails from being flagged as spam. 

When you use a free or generic email service, your emails are often associated with a shared pool of users, some of whom may engage in spammy activities. This can lead to your emails being flagged as spam by email providers, which means the important information you’re trying to reach your customers with won’t reach them.

With your own domain, you have greater control over your email environment. This makes it less likely for your messages to be mistakenly classified as spam and increases the likelihood of your customers who want accurate and timely financial records in opening up and reading what you have to share.

More responses to your emails.

Recipients are more likely to open and engage with emails sent from a recognizable and legitimate domain than from generic or unfamiliar addresses. As more sophisticated scams have become more common in recent years, customers are more attentive to spammy and malicious emails.

It can lead to increased sales.

By reducing the number of emails that go into your spam filters and building more trust with your customers, you can ultimately increase your bookkeeping business's communication and sales!

6. Create Marketing Materials To Promote To Customers

marketing small business

Congratulations on getting this far! Now that you have a professional business name, domain, website and business email, it’s time to promote your new bookkeeping business to find customers both online and offline.

By understanding the type of people who would want accurate and timely financial records, this will help you prioritize the type of marketing to start with.

Who are your ideal customers?

Clients of a bookkeeping business range from small startups to large corporations, all requiring meticulous financial record-keeping. These businesses rely on bookkeepers to manage their day-to-day financial operations, ensure compliance with tax laws, and prepare for financial audits. Effective bookkeeping is essential for businesses looking to optimize their financial performance and avoid costly errors.

By understanding the type of people who would want accurate and timely financial records, this will help you prioritize the type of marketing to start with.

Marketing Types

Online marketing

Online marketing, or digital marketing, is promoting products/services on the internet. Marketing materials you may need to promote your service business include:

  • Website and Social Media pages
  • High-resolution files of your logo and branding
  • Photos of your products or services
  • Social Media templates
  • Stock photos related to reporting industry when writing content
  • High-resolution videos of your products or services

It's about reaching your audience where they are online and highlighting your offering in financial reporting, data entry accuracy and regulatory compliance to drive sales and engagement. As a starting point, below are some helpful articles on getting your Social Media assets created with Stitch, our all-in-one design tool.

Building Your Business With Templates - Introduction to Stitch

Create Impactful Social Media Posts With Stitch

Instagram Marketing With LOGO.com

3 Marketing Strategies For Your New Bookkeeping Business And How To Use Them

Social Media Marketing

When it comes to connecting with your audience, you have powerful tools at your fingertips. Platforms like Facebook, Instagram, and LinkedIn aren't just for scrolling; they're bridges to your customers who want accurate and timely financial records. With every post and ad, you can shout out your business, engage your followers, and direct them to your website to learn more.

Pros And Cons Of Being A Bookkeeper

Starting a bookkeeping business can be lucrative, with opportunities to work remotely and flexible working hours. However, it requires a keen attention to detail, a strong understanding of accounting principles, and the ability to stay updated with changing financial regulations. While the business is relatively low risk and offers steady income, it demands ongoing professional development to maintain expertise in the field.

How To Start A Bookkeeping Business Checklist

Starting a reporting business is an exciting journey that can leave you feeling both overwhelmed or overjoyed on the same day. Fortunately, with careful planning and execution, you can lay a sturdy foundation for your service business. The next step is to continue marketing your business and working on building strong customer relationships. You can find more resources on LOGO.com about growing your business.

Remember, with passion, perseverance in maintaining financial records, and hard work, you can take your bookkeeping business from start to success!