social media marketing for accountants
Reading Time: 11 minutes

We get it – the world of social media might not be your natural habitat. But in today’s digital age, mastering social media marketing for accountants is a must. A good social media strategy is a game-changer for your business. We’re here to simplify the process and help you keep your online presence engaging!

Let’s be real, shall we? Most folks don’t typically associate ‘accounting’ with ‘social media.’ Because of this, accounting firms are facing a unique challenge (or maybe even an opportunity) when it comes to their online presence.

We’ve got some insights to share from a recent survey conducted by SocialCPAs and the Association for Accounting Marketing (AAM)  They’ve looked into how accounting firms are using social media, and well, you could dive into the details yourself, but we’ll make it easy for you. On average, it turns out that many accounting firm owners aren’t quite hitting the mark when it comes to social media. It’s like trying to balance the books without a calculator!

Don’t worry, though – we’re here to guide you through the digital landscape. Stick with us, because we’re about to make social media feel like a breeze, even if you’re not a marketing whiz.

social media for accounting firms

What is Social Media Marketing For Accountants?

Social media marketing is a dynamic and essential component of modern digital marketing strategies that accounting firm owners should embrace. It entails using various social media platforms like Facebook, Twitter, LinkedIn, and Instagram to promote your accounting services and connect with both current and potential clients. This strategy involves crafting engaging content, sharing valuable financial insights, and interacting with your audience to build trust and credibility. It might sound complicated, but it’s easier than you think. We’re gooing to show you how.

Through targeted advertising and analytics, social media marketing allows you to reach a specific audience, track campaign performance, and adjust your approach accordingly, ensuring a higher return on investment. In an industry where trust and expertise are paramount, a well-executed social media marketing strategy can help accounting firms showcase their expertise, foster client relationships, and, ultimately, drive business growth. All-in-all social media marketing for accountants is one of the most underutilized client acquisition tools out there.

The Rules of Social Media For Accounting Firms

Accouting Firm Social Media Marketing 101

Users will absolutely notice if your most recent post was from 2013, and it does more harm than good to have a stagnant, unused company page floating around on Facebook or LinkedIn. You should be posting once a week MINIMUM. It can be hard to get in the rhythm of content creation, but we’ll provide plenty of examples below.

Posting frequently = RESULTS

Additionally, there are tons of free tools out there that make posting on social media easy. You can automatically schedule your posts, find users to connect with, and analyze how well your posts are doing with these FREE softwares. Boosting your firm’s social media game takes effort, no doubt. But tap into tools that make it a breeze, and you’ll soon find that your client acquisition worries are falling by the wayside.

Multi-platform Presence

In the ever-evolving business landscape, you can’t escape it: a multi-platform strategy is your golden ticket to online success. The good news is, you can start slowly and build up to several platforms. Chances are, you already have a Facebook or LinkedIn profile. Start with whatever one you are most comfortable with and create a business account.

Now, let’s talk strategy. If you’re just starting out with social media marketing for your accounting firm, re-use your content.  Putting in the effort to tailor each platform individually, might be worth it later down the road. But when you’re first beginning, efficiency is KEY.

If you want to add a little secret sauce, and cook up something specific for each platform it might look something like–  Hosting live Q&As on Facebook and using LinkedIn to share client success stories. Here’s the Dream Firms “cheat sheet” for the big three social media platforms:

LinkedIn = Ideal for building professional connections and networking extensively within your industry.

Facebook = Perfect for maintaining a social presence, with a focus on engaging potential clients while showcasing your personality.

Twitter = Excellent for succinct and to-the-point communication, ideal for swift “shout outs” to your industry peers.

Best Social Media Practices For Accounting Firms

For accounting firm owners, implementing best practices for posting on social media is crucial for effectively reaching and engaging with their dream clients. First, it’s essential to maintain a professional tone in all content to uphold the firm’s reputation. That’s not to say that you can’t be personable, but make sure that what you’re posting aligns with how you want your firm to be viewed.

Consistency in posting is key.  Ensure that you’re crafting a regular and reliable presence on your selected platform(s). Here’s a quick overview of the best social media practices for accountants:

  • Authenticity Matters: Authenticity fosters trust. Share the unique story and values of your accounting firm. Let your audience see the people behind the brand, as personal connections are often more powerful than corporate facades.
  • Educate & Simplify: Accounting can be complex, so break down intricate concepts and industry jargon into easily understandable advice. Infographics, concise articles, or short explainer videos are excellent tools for simplification and clarity.
  • Foster Engagement: Social media is a two-way street. Encourage conversations by posing questions, responding promptly to comments, and actively participating in discussions. Being attentive and responsive builds a sense of community and connection with your audience.
  • Stay Informed: To provide value, stay abreast of the latest industry trends, tax regulations, and financial updates. Sharing timely insights demonstrates your expertise and keeps your audience informed and engaged.

Sharing valuable financial insights, tax updates, and tips can establish the firm as a thought leader in the industry. Visual content like infographics or videos can also be powerful tools to simplify complex financial concepts.

Engaging with the audience through responding to comments and messages promptly demonstrates excellent customer service. Lastly, tracking and analyzing social media metrics can help refine strategies over time, ensuring that your social media efforts align with your firm’s goals and objectives. To summarize, post helpful content consistently. If you’re wondering what would be considered “helpful content” keep reading….

What’s the Best Social Media Platform for Accountants?

The choice of the best social media platform for accountants largely depends on the specific goals and target audience of the accounting firm. However, LinkedIn stands out as a top choice for accountants. LinkedIn is a professional networking platform where financial professionals can connect, share industry insights, and establish their expertise. It provides a space for accountants to showcase their professional credentials, build a strong professional network, and engage with a business-oriented audience.

Also LinkedIn offers features like LinkedIn Pulse for publishing articles and LinkedIn Groups for niche discussions, making it an ideal platform for sharing industry knowledge and staying updated on financial trends and regulations. While other platforms like Twitter and Facebook can also be valuable for broader outreach and engagement, LinkedIn’s professional focus makes it a standout choice for accountants looking to connect with fellow professionals and potential clients in the financial and business sectors.

5 Ways Accountants Use Social Media Marketing To Connect With Clients

Getting Started is easier than you think… Marketing for accounting firms can begin with just a single post. And believe it or not, there’s a ton of low-hanging fruit for you to go after.  You probably already have things to post about (you definitely do). Here are 5 examples of potential social media posts for accounting firms.

1. Share Client Reviews

Social proof. It’s free. And it’s more powerful than a referral, if you know how to use it. If you don’t have any reviews yet, just ask your clients. You can get our email template for asking for reviews here, just leave a comment down below. These posts don’t need to be fancy or over the top. Take a screenshot of the review, add a caption that shows that you remember the client, and thank them. Post it. And that’s social media marketing for accounting firms. Easy huh?

social media posts for accounting firms

Client reviews show that you are trustworthy and reliable. And if you want to get more specific, you can always share success stories or case studies of how your firm helped clients solve financial challenges or achieve their financial goals. Highlight the specific services you provided and the positive outcomes.

2. Deadline Reminders

Social proof. It’s free. And it’s more powerful than a referral, if you know how to use it. If you don’t have any reviews yet, just ask your clients. You can get our email template for asking for reviews here. These posts don’t need to be fancy or over the top. Take a screenshot of the review, add a caption that shows that you remember the client, and thank them. Post it. And that’s social media marketing for accounting firms. Easy huh?

social media marketing for accountants

Photos are more engaging than plain text, so take a few minutes to create a custom image. Don’t overthink this. It isn’t terribly difficult to overlay your text onto a stock image of a clock or a calendar. And if you use the free softwares, we’ve linked below, there’s plenty of templates and examples to work with. Brand the image by using company colors for the text or adding your logo.

3. Interactive Q&A Sessions

This may require a little more work and prep than the other accounting firm social media marketing tips we’ve shared, but it’s worth it.Host live or pre-recorded Q&A sessions where you answer common financial and accounting questions submitted by your audience. You can also just use the Facebook LIVE feature. Encourage viewers to ask questions in real-time and provide insightful answers to demonstrate your expertise. This engagement can foster a sense of community and trust among your followers.

Remember to maintain a consistent posting schedule, use relevant hashtags, and engage with comments and questions from your audience to maximize the impact of your social media efforts for your accounting firm.

4. Share Client Success Stories

Demonstrating exactly how you helped a client is exactly what social media is for… Success stories show that you 1. know what you’re doing and 2. get results for your clients. For example, if you’re a tax resolution firm, write a post detailing how you alleviated “Client A’s” tax debt by X amount. You don’t have to use names, you can keep things anonymous, but of course, it’s better if you can include more specific information about the person or business.

social media marketing for accounting firms

Above is an example of how we share our client success stories on Facebook. You can create posts about how much you saved a client on taxes or how you helped another client clean up their book and eliminate financial inefficiencies. These posts should include some type of numbers or data to back up your claim. And if you’re planning on using the person or business’s name, make sure you ASK YOUR CLIENT FIRST.

5. Tax Tips & IRS Updates

1
2
3
5 Tax Tips
4
5
6

You might have your finger on the pulse, but we can promise that the average business owner doesn’t. Bring value to your dream clients by keeping them in the loop. Sharing tax and IRS updates not only keeps your clients informed, it shows prospective clients that you’re an expert who stays up-to-date with the latest in tax savings. And, if you go the extra mile to share tax tips for free, it helps establish you as a tax expert.

Free Social Media Tools For Accounting Firms

Free stock image websites are like a secret weapon for accounting firms in the world of social media marketing. They offer a fantastic array of eye-catching, ready-to-use images that can give your social media posts and ads that extra pizzazz. While accounting is all about numbers, looking professional and trustworthy matters too.

With these free images, you can jazz up your posts with visuals related to finance, business settings, and the corporate world. They’re designed to look good and can be easily tweaked to make your social media content more appealing. Use these images to spruce up your social media game, make a stronger online presence, and win over potential clients with your polished and engaging content.

To Help Create Social Media Posts for Your Accounting Firm:
Canva