Let’s be honest, most people don’t think of accountants when they hear the words “social media.” But things have changed. Whether you’re a solo CPA or part of a growing firm, using social media for accountants is one of the smartest ways to build trust and get more clients.
In this guide, we’ll break down how social media (and email) can help you connect with the right people, grow your brand, and stay ahead of the competition. We’ll also talk about how to get started, what to post, and how to make it all work without it taking over your day.
If you're an accountant wondering what to post on social media, you're not alone. A lot of accounting professionals know they should be active online but aren't quite sure what content actually works.
The good news? You don’t need to reinvent the wheel. You just need content that builds trust, helps people understand your services, and keeps you top of mind when they’re ready to hire an accountant.
Here are six easy, effective social media strategies to help you promote your firm and connect with potential clients:
What it is: Posting one helpful tax or bookkeeping tip each week.
Why it works: Weekly tips keep your audience engaged and position you as a reliable source of financial guidance. People begin to expect your content, and look forward to it.
What kind of tips should I post? Keep it simple and useful. These don’t have to be long or complicated. Focus on tips your audience can act on quickly. Examples:
How to keep it consistent: Use a weekly hashtag like #MoneyMonday or #TaxTipTuesday to stay organized and make your posts easy to find. You can even create a template to keep your branding consistent.
What if I run out of ideas? You probably won’t. Just think about the advice you give your clients regularly, then turn those into bite-sized tips. You can even rotate themes, like deductions, saving tips, financial planning, or bookkeeping hacks.
What it is: Short, fact-based posts that teach your audience something they probably didn’t know about taxes, finances, or business accounting.
Why it works: People enjoy learning new things, especially when it’s something that could save them money or help them avoid a mistake. These posts also make you look like an expert without sounding too technical.
What should I include in these posts? Here are a few examples to get you started:
How to make these posts stand out:Use bold headlines, bullet points, or a visual format like a chart or checklist. Keep your language clear and easy to follow.
Do I need to cite sources or link to tax laws? Not necessarily. Just make sure your facts are accurate and not too specific. If you’re giving general advice, that’s usually fine. If it’s more technical, you can always add a simple note like “Talk to a tax professional for advice on your specific situation.”
What it is: Create posts that answer the questions your clients ask you all the time.
Why it works: If your clients are asking, chances are your social media audience is wondering the same thing. These types of posts are super helpful, show that you’re listening, and make your content feel personalized.
Ideas for questions to answer:
How to share this: Use Q&A format in the caption, make a quick video, or even host a monthly “Ask an Accountant” session on Instagram Stories or LinkedIn.
Can I answer client-specific questions publicly? No, keep it general. If someone asks something too personal in the comments or DMs, you can respond with something like, “That’s a great question. Feel free to schedule a quick call and we can go over the details one-on-one.”
What it is: Casual posts that show your day-to-day life, your team, and the people behind your accounting firm.
Why it works: People want to do business with people they trust. Seeing the human side of your firm helps potential clients feel more connected to you, and that builds trust.
Ideas for what to share:
Isn’t this too casual for an accounting firm? Not at all. You’re still being professional, just in a more personal way. You’re showing that real people are behind the spreadsheets. This kind of content makes your brand more approachable, especially for people who feel nervous about finances.
What it is: Sharing quotes or reviews from happy clients (only if they’ve given you permission).
Why it works: Social proof is powerful. When people see that others trust you, it makes them more likely to trust you, too. Testimonials help new clients feel confident about reaching out.
How to share this:
Do I need to share their full name? Nope. You can keep it private. Even just using “Local Business Owner, West Palm Beach” or “Freelancer, Miami” works just fine, just make sure the story is authentic.
What it is: Plan a series of posts around one topic, like getting ready for tax season or avoiding common mistakes.
Why it works: People love checklists and step-by-step content. A mini-series gives your followers a reason to come back and keeps your content organized.
Ideas to try:
How to structure it: Start with a teaser post that says, “Coming this week: 5 tips to get your business ready for year-end!” Then post one tip each day. At the end, you can offer a free consultation or link to your service page for anyone who wants help.
Do I need to do a new series every week? Not at all. Even once a quarter is enough. Just focus on timely topics, like year-end planning, quarterly tax deadlines, or back-to-school savings for families.
Pro Strategy: Mix educational posts with personal ones. This keeps your content balanced, showing that you’re knowledgeable and relatable.
Remember, the goal of social media for accountants isn’t just to post for the sake of posting. It’s about connecting, helping, and showing potential clients that you’re someone they can trust with their finances.
Most people look up businesses online before they ever make a call, and that includes accounting firms. These days, if someone is searching for a CPA or financial help, they want more than just a website. They want to see what you stand for, how you communicate, and if they can trust you. That’s where social media for accountants comes in.
Here’s why it’s so powerful:
One of the most common mistakes accounting firms make when it comes to social media is thinking they have to be on every platform. The truth is, you don’t. It’s more important to be active and consistent on the right platforms, the ones where your ideal clients spend their time.
You’re not trying to reach everyone. You’re trying to reach the right people: small business owners, self-employed professionals, individuals with complex taxes, or even nonprofit organizations. So let’s look at the platforms that make the most sense for accountants and how you can use each one effectively.
Why it works: LinkedIn is built for business and professional networking. That makes it one of the most powerful platforms for accountants looking to grow their client base, especially in the B2B space.
What to post on LinkedIn:
Do I need a personal profile and a business page? Yes. Your business page helps with branding, but your personal profile builds trust. People often connect with people, not just companies. Share content from both, and engage with others in your network to stay visible.
Why it works:
Facebook remains one of the most widely used platforms, especially among adults over 30. It’s great for local visibility and building relationships with individuals and small businesses in your area.
What to post on Facebook:
Pro tip: Facebook Ads can be highly targeted. You can run local campaigns aimed at business owners, self-employed professionals, or homeowners who might need accounting help.
Do I need to respond to comments or messages on Facebook? Yes, if you want people to trust your business. Being responsive, even if it’s just a quick thank-you, shows that you’re approachable and care about your clients.
Why it works: Instagram may not be the first platform you think of for accountants, but it’s a great place to make your business feel more relatable. It’s visual, casual, and perfect for showing the people behind the spreadsheets.
What to post on Instagram:
Is Instagram really worth my time as an accountant? If your audience is on Instagram (especially younger business owners or freelancers), then yes. It’s also a great place to repurpose content from other platforms in a fun and engaging way.
Why it works: Short videos grab attention fast, and they’re easy to watch on the go. You don’t need fancy equipment or editing skills. All you need is your phone, a clear message, and a little practice.
What kind of videos should I create?
Do I have to be on camera? Not necessarily. You can use voiceover with graphics, text overlays, or screen recordings. But showing your face does help build trust and make your firm feel more approachable.
It’s totally normal to feel stuck when you sit down to create content. You might be thinking, “What do I even post about?” or “How do I keep this from getting repetitive?”
The good news is, you already have all the knowledge, you just need to break it down in ways your audience can understand and use. Here are some content ideas that work well across most platforms:
People are busy. A quick reminder about tax dates, extensions, or quarterly payments can be extremely helpful, and positions you as someone who’s on top of it.
Examples:
Short, actionable advice is great for social media. Keep it simple, practical, and focused on real-life problems your clients face.
Examples:
With their permission, share a quick story about how you helped a client save money, organize their finances, or avoid a costly mistake. Real-life stories build trust and show your value.
Example: “We recently helped a small business owner find $5,000 in missed deductions, just by organizing their expenses more effectively.”
Think about what clients ask you over and over. If one person is asking, others probably are too.
Examples:
Answer these questions in short posts or videos to save time and build authority.
This type of content helps people see that you’re real, not just a name on a website. It builds trust and makes your firm feel more relatable.
Ideas:
Why it matters: Staying consistent is one of the hardest parts of social media, especially during busy seasons. That’s where scheduling tools like Buffer, Later, or Hootsuite come in.
They let you plan your posts for the whole week (or month) in one sitting. That way, your social media keeps running, even when you’re buried in spreadsheets and client calls.
How often should I post? Start with 2–3 times per week. You don’t have to post every day. Quality matters more than quantity, just make sure you’re showing up regularly.
Bottom line: You don’t need to be a full-time content creator. You just need to show up, be helpful, and let people know how you can support them. Social media for accountants isn’t about going viral, it’s about being visible, building trust, and staying connected with the people who need your services.
If you’re ready to take your social media strategy to the next level, THAT Agency is here to help. From content planning to full account management, we’ll make sure your firm stands out online. Contact us to learn more.
Social media is a great way to get noticed, but it’s not always the best place to have a full conversation. That’s where email marketing for accountants comes in. While a social media post might catch someone’s attention, email helps you stay connected and build trust over time.
When done right, email turns curious followers into long-term clients, and it works quietly in the background, even while you're busy serving existing customers.
You might be wondering, Do people even read emails anymore?
The answer is yes, especially when the emails are helpful, timely, and written with your audience in mind. Unlike social media, where posts can get lost in the feed, emails land directly in someone’s inbox. If they’ve given you their email, they’re already a little interested. Now it’s your job to keep that interest going.
You can’t send emails if no one’s subscribed. So, the first step is getting people to sign up. The best way to do this is by offering something useful in return for their email address.
Try offering things like:
Where do I share this? Post your freebie on your website, link to it from your social media bio, or mention it in your posts and videos. You can also use a pop-up or banner on your website that encourages visitors to sign up.
Once people are on your email list, it’s time to deliver value. Keep your emails short, helpful, and consistent. You don’t need to send something every day, just enough to stay on their radar without overwhelming their inbox.
What types of emails should I send?
How often should I email my list? Start with once or twice a month. If you have more to share, weekly is fine, but don’t sacrifice quality for quantity.
Pro tip: End every email with a clear next step, like a link to schedule a consultation or download a resource. Make it easy for people to work with you.
You’re already busy. That’s why automation is your best friend when it comes to email marketing.
What is an automated email sequence? It’s a series of emails that go out automatically after someone signs up for your list.
For example:
Why it works: It builds trust over time and keeps your name in front of potential clients, without you having to manually send every email.
Do I need special software? Yes, but it’s simple. Tools like Mailchimp, Constant Contact, or ConvertKit make it easy to create emails, automate sequences, and manage your list.
If you want to speed things up and reach even more people, running ads on Facebook, Instagram, or LinkedIn can be a smart move, especially if you’re targeting people in a specific area or industry.
Ad ideas for accountants:
How do reminder ads work? These are called retargeting ads. If someone visits your site but doesn’t book an appointment or fill out a form, you can show them an ad later on while they’re browsing social media. It’s a gentle nudge that brings them back to your business.
Do I need a big budget? Not at all. You can start with just a few dollars a day and scale up as you see results. Even a small, well-targeted ad campaign can bring in new leads.
Whether you’re posting on social media or sending emails, it’s important to protect your clients’ privacy and stay within ethical guidelines. You can still be friendly and helpful without crossing any lines.
Here are a few simple rules to follow:
Can I answer questions in comments or DMs? Yes, but keep it broad. If someone asks a detailed question, reply with something like: “Great question, let’s talk more about your specific situation one-on-one. Feel free to book a quick call.”
You don’t need to track every number, but you do want to keep an eye on what’s getting results. This helps you focus your time and effort on what works best.
Metrics to watch:
If something isn’t working, don’t be afraid to try a new subject line, change up the type of content, or test a different call to action. Marketing is always about learning and adjusting.
Between client meetings, tax prep, and keeping up with deadlines, you may not have time to manage emails, post on social media, or run ads. That’s totally normal, and it’s exactly why agencies like THAT Agency exist.
We work with accountants and other service professionals to:
Want to turn more followers into clients and grow your accounting firm online? Contact THAT Agency to learn how we can help.
If you want to grow your accounting firm, now is the time to get serious about social media for accountants. It’s not just about likes, it’s about building trust, staying visible, and helping the right people find you. And when you pair that with smart email marketing for accountants, you’re giving your firm every chance to grow.
Want help making it all happen? Contact THAT Agency to learn how we can help you grow your firm with digital marketing that works.
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