Social Media for Accountants


In 2023, everyone is on social media. Yes, even your grandma.

This means that you have an unlimited amount of potential clients, right at your fingertips.

You're probably wondering though – Where do I start? How do I find clients who are interested in my services? What's the best marketing strategy?

Thankfully, we're here with everything you need to know!

First up, we'll discuss the importance and benefits of using social media for your accounting firm. Next, we'll guide you through top platforms, so that you can determine the right one for you.

After that, we'll provide you with a step-by-step process for getting started (and getting results) with social media!

Why Use Social Media as an Accountant?

Social media is a great place to meaningfully connect with potential leads.

Here are some facts and statistics that may surprise you:

  • The average user has 7 different social media accounts on various platforms
  • The number of active social media account continues to grow at a staggering rate
  • 62% of American adults use social media as their primary news source


The Benefits of Using Social Media

Here are just some of the benefits of using social media for your accounting firm:

  1. Access to a Vast Audience: A whopping 70% of Americans are on social media platforms. Yep, you read that right. This means there's a lot of fish in the social media sea!

  2. Enhanced Brand Visibility: Social media is the perfect place to show your followers what makes your accounting firm unique. The best way to do this is by having consistent, strategic branding. This will create familiarity with your followers, which then leads to trust.

  3. Boost in Web Traffic: With social media, your content acts as a lead magnet for your accounting firm's website, drawing in visitors who are ready to connect with you.

  4. Cost-Effective Advertising: Say hello to the cost-effective side of marketing! Social media is the perfect avenue where you can grow your accounting firm through both organic engagement and cost-effective advertising.

  5. Cultivates Trust: Build trust with both loyal and potential clients by sharing invaluable wisdom, addressing queries, and answering comments and questions.

  6. Maintains Top-of-Mind Awareness: With every post, you're establishing yourself as the ultimate go-to choice for all things accounting, making sure you're the first name that pops up in your clients' minds when they need accounting services.


The Top Social Media Sites

Now let's get to know the different social media platforms! We're going to break down the best platforms for accountants, including Facebook, LinkedIn, Twitter, TikTok, and Instagram.


Ah LinkedIn – a top choice for accountants. This is the perfect place to find potential clients from the tech, finance, marketing, and other business realms.

From serving up insightful articles to doling out expert tips, curating exclusive groups, and flaunting your services – it's no wonder so many accounting firms love this site!


Do you thrive in group settings? Then Facebook might just be the best choice for you!

This is the ultimate platform for accountants who have a knack for connecting in groups.

Many people join these groups to network, gain valuable insights, and learn cost-saving tips from accountants.

That means you're not just showcasing your expertise – you're layering on trust with potential clients who are already itching to work with you!


Instagram is the rising star in the accounting galaxy, especially for those with niche-focused services. This platform thrives on visual content. Images and videos reign supreme.

With stories, carousels, live sessions, and reels, you're not just sharing with your followers – you're captivating them.

Plus, you're rubbing shoulders with fellow pros, crafting connections, and attracting potential clients like never before.



Twitter is where brevity meets brilliance, allowing you to whip up short yet intriguing updates about your firm.

But here's the kicker: Twitter's reach is like a giant megaphone, making it the perfect launchpad for forging connections and flaunting your services to a massive audience.

Dive into discussions, connect with other professionals, and watch your followers soar higher than a spreadsheet rocket.

Just take a page from the playbook of Twitter maestro Carl Reader, and you'll be ready to tweet your way to success.


Do you have a knack for making videos? Then TikTok might be the perfect stage for your accounting firm.

This platform is where you can unleash your creativity, presenting your expertise in bite-sized, attention-grabbing clips that leave potential clients wanting more.

And the magic doesn't stop there – TikTok has a massive user base as well as a wizardly algorithm that boosts your chances of going viral.

This means you're not just connecting with an extensive audience – you're potentially skyrocketing your follower count in no time.

Steps for Successful Social Media for Accountants

Step One: Choose a Platform

For those who are new to the world of social media marketing, we recommend kicking off with a single platform.

"Why? Isn't it best to target everyone everywhere?" you might ask.

Well, the truth is that trying to juggle all five platforms right from the start might spread your attention thin and slow down your progress.

Instead, beginning with a single channel provides you with the opportunity to lay down a sturdy foundation and set the stage for growth.

However, as your experience and confidence in social media marketing grow, you can slowly expand your horizons to encompass all five platforms.

This step-by-step journey ensures your tactics remain cohesive and potent, allowing you to maximize your online footprint and shine as an accomplished accountant.


Step Two: Create a Strategy

When you're first getting into the world of social media for your accounting firm, it's all about having a crystal-clear game plan and knowing what your end goals are.

Again, we recommend starting off by mastering one social media platform before you conquer the next.

For example, if you're already crushing it on Facebook and scoring leads left and right, why not start posting on Instagram too?

But before you get too excited, think about the following questions:

  • What do you hope to achieve via social media platforms?
  • How many social media accounts can you effectively manage at once?
  • Is there a social media channel you prefer over others?
  • How much time can you allocate towards maintaining your social media posts? Is this something you'd choose to manage in-house or contract out to a freelancer or agency?
  • Do you currently have a digital marketing strategy that social media will be integrated into? Or is this a new strategy overall?

After you've answered these questions, you're ready to start using social media for your accounting firm!


Step Three: Create Meaningful Content for Your Audience

Once you've got your social media set up and your following is growing, let's get into the art of curating meaningful content.

First of all, social media for accountants isn't just about flaunting skills; it's got to be authentic and valuable.

To do this, you'll want to mix things up with a combo of photos and videos that capture your firm's unique style while providing loads of value to your audience.

Sure, you should definitely showcase your accounting services, but guess what? Most of your followers are on social media to build a deeper connection with you – Not to buy your ten different offers all at once.

Some ideas to help you post engaging social media content:

  • Local Love: Show some hometown pride! Share the ways you're making a difference in your local community, from going to charity gigs to being the life of community events.

  • Tax Hacks: Offer up genius tax tips that'll make your audience's financial planning and tax prep feel like a walk in the park.

  • Money Magic: Teach your followers the art of finance. Whip up posts about savvy budget moves, saving secrets, investment wizardry, and all things money-smart.

  • Highlight Hot Topics: Stay ahead of the game by staying on top of hot topics. Keep your followers in the loop about the latest trends, shifts, and buzz in the accounting and finance realm.

  • Success Stories: Time to shine a spotlight on your clients! Tell the world about the incredible transformations your services have brought to their businesses and their wallets.


  • Q&A Sessions: Grab the mic and give your audience the lowdown! Host some Q&A sessions – live or on record – and tackle those burning accounting questions with your personal style.

  • Behind-the-Scenes: Take your audience on a behind-the-scenes tour of your work life and office culture. This will make your brand more relatable!

  • Info in a Blink: Serve up mind-blowing infographics that break down complex finance lingo into bitesize nuggets.

  • Raving Reviews: Share the heartwarming stories and glowing testimonials that say, "Trust us, we're amazing!"

  • Myth Busting: Build more trust with your followers by setting the record straight on all those accounting and finance tips that are more fiction than fact.

  • Pocket-Sized Finance Wisdom: Shower your followers with quick, handy tips or facts on crushing personal finances, stashing cash, and reaching those money goals.

  • Tax Time Alarms: Don't let your followers snooze on tax deadlines! Blast out reminders to keep them on top of their tax game.

  • Book Club Vibes: Talk about must-reads about accounting, finance, or biz to help your followers level up.

Keep in mind though: You want to adjust and make your content match what your audience loves!

Step Four: Build Relationships

The true purpose behind any social media strategy (in addition to sharing about your services!) should be to build meaningful relationships with your audience, network, and of course, your clients.


Unlike old-school marketing, social media is like a friendly chat between local businesses and their followers – it's a two-way street.

While it means that your followers will trust you more, communicating this way also lets you learn more about them!

Whether through surveys, polls, live videos, comments, or DM's – try to listen to what your follower's specific needs are, instead of what you think they need!

Also, remember that social media is like a non-stop chat with your community, day and night. Don't forget about the time commitment it takes!

Step Five: Track Progress

When you're looking at the return on your investment in social media, it's easy to zero in on a clear goal: more leads and conversions.

But here's the twist: social media works on a different, but just as important, level.

In the world of social media, your return on investment (ROI) is less about immediate earnings and more about the value you bring.

Why? Well, when it comes to keeping tabs on how well your profile is performing, engagement is key – even though it might not fill up the cash register like direct sales do.

But be careful you don't underestimate it, because engagement is like the spotlight that puts your brand on the map.

The bigger idea is that this brand recognition will eventually lead to more potential customers down the road.


Track your progress through the following methods:

  • Reach and Engagement: If you keep an eye on how many followers you're gaining, how far your content is reaching, and how people are engaging with it – through likes, comments, shares, and clicks – you can learn some serious insight into how well your social media strategy is working.

    When your reach is soaring and engagement's lighting up like a firework show, you know that your brand is getting noticed and people are interested in what you're sharing.

  • Website Traffic and Conversions: Keep your radar locked on the flow of visitors to your website that come through social media. Keep tabs on things like the number of leads knocking on your digital door or the messages you receive.

    This is like your secret sauce to gauge if social media is bringing in the right kind of traffic and potential clients who are ready to learn about what your firm's got to offer.

  • Performance Tracking and Analytics: When you tap into third-party social media management services (such as Revenue Scout!), you unlock a goldmine of in-depth insights and reports about how you're doing on social media.

    We track all of the important numbers, dig into data, and provide you with eye-opening insights.

    It's like getting a full picture of how your social media game is actually working. Armed with this info, you can make data-driven decisions for even better results down the line.

Step Six: Adapt and Adjust

Here's a slip-up that many accounting firms tend to make: they skip over valuable social media analytics and miss out on adapting and improving.

Checking out social media analytics, especially engagement stats, is critical. It's how you craft content that really hooks your followers.

Your strategy for social media content should be a living thing – it should always be changing and growing as you figure out what your audience likes and responds to.

Bottom Line

By sticking to these six straightforward steps, you're on your way to creating impactful and captivating social media content for your accounting firm.

Even though accounting firms might not be the first thing people think of when it comes to online interaction and social media, there's a world of opportunities for your business.

You can build meaningful (and profitable!) connections with your community and customers through social media.

If you'd like help with your accounting firm's marketing strategy, reach out to us at Revenue Scout and we'd be glad to help! We offer dedicated marketing services for accountants.

Revenue Scout
4162 Dorchester blvd west suite #7
Quebec, H3Z 1V1
1 888-779-1779