For accountants and CPAs ยท Social media management
Social media for accountants who are buried in spring.
Accounting social does not need to be funny or daily. It needs to show a real, current firm that clients and referral partners recognize.
Or text (508) 546-9942
The accounting firm version
Why it matters.
Bankers and attorneys refer business owners to accountants all the time. When they do, they think of the firm whose name keeps showing up on LinkedIn with useful, plain notes about what owners should be doing this quarter. Meanwhile your last post was an extension reminder from a previous year. For an accounting firm, social is mostly about staying visible to referral sources between seasons.
The hard part is consistency in the months you cannot think about it. I build the system once and keep it running, including through tax season, so your feed does not go dark exactly when prospects check you out. One approval step, then it posts. The cost is listed openly: $499 setup, your first month free, then from $499/month.
What I would build
For an accounting firm.
Deadline reminders in season, planning ideas in fall, firm news and staff spotlights in summer. Templates and themes built once in your brand so every post looks like it came from you.
LinkedIn reaches business owners and referral partners. Facebook reaches individual clients and their families. I focus on the platforms your clients actually use and skip the rest.
General education about what to keep, what changed and when to call. Never specific tax advice to an individual, and nothing that reads like a promise about refunds.
What ran, what people engaged with, and whether any of it produced a call or a referral. Plain reporting, no dressing up, and an honest note when something is not working.
The mistake I see
Posting the same deadline graphic as every other firm
Every January, feeds fill with near-identical tax season graphics, many from the same template services. They prove you exist and nothing else. Posts that work show your actual people, explain one specific thing your clients tend to get wrong, or answer a question you keep hearing at the front desk this week.
What you get
Social media management.
The one service with a public price, because it is the same system every time.
- The complete content system built in your brand
- Posts written and designed, in your voice
- Scheduled and published on your channels
- One approval step, not a committee
- Monthly summary of what ran and what moved
The one with a public price
The Signal
$499 setup, your first month free, then from $499/month. 90-day agreement, cancel any time after.
Your first month of posting is on me, so you see it working before you pay monthly.
How it goes
For an accounting firm, step by step.
→ Keep scrolling. It moves sideways.
Build the system
Templates, voice, the recurring themes. Done once.
First 30 days on me
You see it working for a full month before you pay a monthly cent.
You approve, I post
One review, one tap.
Keep going
90-day agreement, cancel any time after.
Step five is you.
The free Receipt shows what your accounting firm should fix first. About half a minute, no card.
Print my Receipt →
Questions
What accountants and CPAs ask.
Will you keep posting during tax season when we cannot approve anything?
Yes. I batch tax-season content ahead of time, you approve it in a single sitting before January, and it runs on schedule. If anything new comes up mid-season, approval is one tap per post. The point is that your feed never goes silent exactly when people are looking you up.
Can you write about tax law changes?
I can draft general explainers from reliable sources, and you or someone on staff confirms accuracy before anything goes out. Tax content that is wrong is worse than no content. Where a topic is complex or still changing, the post tells people to contact you rather than trying to explain it all.
Is social media worth it for a firm that gets work from referrals?
It is worth it as support for referrals, not as a replacement. The referred prospect looks you up. The referral partner remembers you because they saw your name last week. If you want new clients from social alone, that is a harder and slower road for accountants than for most businesses.
Everything else
Other services for accountants and CPAs.
Same service
Social media for other businesses.
Where I work
Southeastern Massachusetts and Rhode Island.
Start here
See what your customers see.
The Receipt looks your accounting firm up the way a customer would and itemizes what is costing you calls. It is free. Or skip it and book fifteen minutes with me.
Or text (508) 546-9942