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Mari Quezada CPA, Accounting & Consulting

How I got my first 3 customers and the steps for you to do the same.

Mari Quezada CPA

Accounting & Consulting

When I passed my Certified Public Accounting exam, I had been working at a public accounting firm for about 6 years. I had a unique background of small businesses and bookkeeping for a CPA and I wanted to incorporate that on my own. I took the big leap and started my own firm at home.

I initially posted an ad on Craigslist, specifying exactly what I was good at: QuickBooks, bookkeeping, tax, etc and had great luck with meeting small to medium local businesses that needed more help than just a tax accountant once a year. I realized that good bookkeepers were really hard to find and most certified public accountants will not touch that type of work. I also responded to a few Craigslist ads from businesses that needed bookkeeping work part time (or even full time) and found that most of the work they needed I could help with at home, quoting a monthly fee. At the time, I really only needed a few clients to be lucrative. I had just had a baby at the time so the more I could work from home and schedule my own time, the more it would be advantageous for me.

Yet, I strived (and still strive) to be customer-centric and I always want my clients to feel comfortable calling, texting, emailing me with quick responses. At other firms, I had received feedback from clients about bills for a "phone call" or an email, and I want to be a part of every one of my client's successes in their businesses, whether it be by helping them do their books, doing financial analysis or preparing tax work. I didn't want them to "not want to" call me in fear of a huge bill while missing out on information that could help their business. I truly enjoy my work as well as my clients. Enjoying what you do makes it easy to get your first customer, and as many as you would like to follow. I don't pay for any advertising or marketing. All of my clients come from referrals now (no more Craigslist now but it sure did jump start my business).


The Tip

To whet your beak

Be accessible, ask questions and listen. Work with you want to work with. It makes your work more enjoyable and your business grow.

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