Social Media Marketing for Accountants, CPA’s: Leads & Followers

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There’s no denying the power of social media for accounting firms.

But with so many social media platforms and options, it can be tough to know where to start – or how to stand out from the crowd.

In this article, we’ll discuss some tips and strategies for social media marketing success as an accounting or CPA firm.

C suite executive reading accounting posts on social media from tablet

Why should accountants have social media strategy?

Nowadays, a firm’s social media presence is more than just a good idea – it’s an essential marketing strategy for businesses of all types, including accounting firms.

There are a number of reasons why social media marketing is so essential for accountants:

It helps build trust and credibility with prospective clients.

Social media marketing is one of the main ways people learn about businesses and decide which ones to use.

If prospective clients can’t find you on social media, they may not trust you as much as a firm that is visible and active online.

It allows you to show off your personality.

Your social media accounts are a great way to show off the human side of your business.

Share photos and stories from company events, post interesting articles written by you showcasing your thought leadership, and give potential clients a glimpse into what it’s like to work with your firm.

You have a business, but people do business with people they know, like, and trust, especially regarding their finances.

It can help you generate leads.

Lead generation from your social media posts is more common than you realize with the right strategy.

By sharing helpful and relevant content, engaging with prospective clients, and running social media ads, you can attract leads you can follow up with.

What social media platforms do accountants use?

An accounting firm should focus on four primary platforms: LinkedIn, Twitter, Instagram, and Facebook.

Let’s take a look at each one in more detail:


LinkedIn is the social media platform of choice for business professionals, making it an excellent option for accounting firms.

Since this is the leading platform for professionals and businesses, it makes sense that this should be a significant focus of any accounting business.


Facebook still has a large number of users, despite the platform’s recent troubles.

This social media giant can be a great way to connect with new clients since the platform’s user demographics consist of older users, making them more likely to be business owners or decision-makers.


Instagram can be an excellent platform for accounting firms, especially if you have a strong visual presence.

This social media site is perfect for sharing photos and videos from company events and behind-the-scenes looks at your firm.

You can use Instagram as the foundation of your visual creatives.

Then re-use them on other platforms later in the month so you can take some of the pressure off of coming up with new content for different social media platforms.


Twitter can be a powerful tool for business professionals and is especially well-suited for accounting firms.

By posting short, punchy tips and articles, you can quickly gain a following of engaged users interested in what you have to say.

You can also use Twitter to monitor social media conversations for relevant keywords so you can jump in and help out or answer questions when appropriate.

Use Twitter to build up your following quickly and funnel those interested in reading more over to your site, blog, or newsletter.

Accountant sitting at table with coffee posting on social media

How to get started with social media for accounting firms

Now that you know which platforms work well in accounting, let’s take a look at some tips for social media success as an accounting firm or CPA:

Define your goals and target audience.

Before you start creating social media content, it’s essential to have a clear idea of what you want to achieve.

Do you want to grow your brand awarenessDrive traffic to your website? Generate leads?

Once you have a goal in mind, you can start creating content tailored to achieving that goal.

It’s also essential to think about who your target audience is.

Are you trying to reach business owners? C-suite executives? Millennials?

Once you know whom you’re trying to reach, you can create content that appeals to them.

Create a social media calendar.

A social media calendar will help you stay organized and on track with your social media marketing goals.

Plan out the content you want to share in advance and schedule it accordingly.

This will help ensure that you’re regularly sharing relevant and engaging content.

It can be challenging to stay consistent if social media is not something you enjoy.

So, having a content calendar that gives you a two-week runway for when you get busy, sick, or goes on vacation is a lifesaver.

Share helpful and relevant content.

The key to social media success is sharing content focused on attracting your future clients.

Posts about the business or accomplishments should be posted but posted sparingly.

Your followers will pay more attention to things that will help them in their business or life.

Engage with your audience.

I’m sure you see how people in the accounting industry post and have comments that never get a reply.

This is a social media no-no.

When you take the time to engage with your audience, whether it’s through likes, comments, or shares, you’re building a relationship with them.

And relationships are essential when it comes to social media and business success.

Use visuals.

As you know, accounting is not the most visually appealing industry.

So, it’s important to use visuals whenever possible to break up your text-heavy content.

This could include using infographics, charts, and graphs to break down complex topics or sharing photos and videos that help make your point clear.

This can be challenging but finding a good graphic designer on Fiverr or similar can help you cost-effectively create a better content marketing strategy for your social media account.

Utilize testimonials.

Having testimonials, preferably video testimonials, are accounting firms’ top social media strategy.

Your current and past clients can speak to your quality of work, which is especially important when you’re trying to attract new business.

These videos can be posted on social media and your website and are a great way to build social proof.

Get help from a social media expert.

If social media management is not your thing or you’re short on time, consider hiring a social media expert to help you out.

The worst strategy is not posting regularly or posting content that clearly shows a lack of effort.

It can be worth the investment to have someone manage social media for you so that you can focus on other areas of running your business.

Measure your results.

Use social media analytics to track your progress and see how your social media efforts are paying off.

This will help you understand what’s working well and what needs improvement.

Some social media sites have built-in analytics, while others require third-party tools.

But either way, it’s essential to track your social media progress so that you can continue to improve your strategy.

Professional woman reading cpa post on social media from her phone

Post ideas for accounting firms

Fear-based or curiosity-based posts are two of the best types of content that catch attention.

Check out these social media post ideas for accounting firms:

  1. Not following this little know tax law could cost you THOUSANDS
  2. 5 signs you’re ready to outsource your accounting
  3. How you can save money on taxes this year
  4. 3 biggest money mistakes businesses make, and you don’t even realize it
  5. The one question you should always ask your accountant to spot the truth
  6. Why you need to stop doing your own taxes if you don’t want these things to happen to you
  7. 5 questions to ask before hiring an accountant to eliminate major headaches in the future
  8. 3 things every business owner should know about accounting to stop wasting money

As you can see, these social media post ideas are focused on providing helpful and relevant information that will appeal to your target audience.

Remember, social media marketing should be about more than just selling your services. It’s also about building relationships and providing valuable content.

When you do this, you’ll be well on your way to social media success.