Most accountants know they should be using social media marketing to generate leads for the accounting firm. You’ve heard the checklist: post consistently, share tips, talk about your services, reply to comments. But you also need accounting social media posts ideas that aren’t bland.
Social media for accountants, like any other professional service provider, is about standing out + building trust. If you want to get noticed, and attract the right kind of clients, without sounding like a walking sales pitch, you need content that actually makes people stop scrolling and positions you as an expert. That’s exactly why we created this blog.
Here, you’ll find 22 social media post ideas for accountants who refuse to be boring.
Each one is broken down by:
You can use these posts as templates, prompts, or starting points. Make them your own. Adapt them to your voice and your niche. Whether you’re targeting startups, real estate investors, or high-net-worth individuals.
So if you’re ready to drop the generic tips and ready to explore social media marketing ideas for accountants that get attention, let’s dive in.
When accountants tell me they’re “posting consistently but not getting clients,” I get it.
They’re usually sharing generic tax tips, deadline reminders, or “Let us handle your books!” posts. Spoiler alert- That’s not how Social Media marketing for accountants works. Your audience doesn’t wake up and decide to hire a new accountant on SMM or get triggered by your tax deadline post and decide to hire you. At least this is not how it happens on social media marketing. Possible with local SEO for accountants, but social media marketing for accounting firms is a different game.
In social media marketing, they go through a mental shift, and that is what we call the buyer journey.
The buyer journey is the process someone goes through before they decide to buy from you. It’s how a cold stranger becomes a paying client. And when marketing for cpa firm, you need to handhold your prospect through this journey.
For accountants (and most service-based businesses), this journey happens in three main stages:
Awareness -> Consideration -> Decision
A journey, long before they ever hit ‘book a call.’ And if your content doesn’t meet them at each step of that journey? You stay invisible. Or worse… irrelevant (yes, I am talking about those ‘Book a Call” infographics on the company page)
If you’re serious about attracting better clients through social media, it’s time to stop posting randomly and start posting with intention. Let’s walk through the three-stage buyer journey and explore the types of content that truly resonate at each stage.
Three Stages:
For each type of stage, we have different kinds of content.
Top of Funnel (ToFu)
Middle of Funnel (MoFu)
Bottom of Funnel (BoFu)
There are many accountants on social media platforms using these different funnels. The infographic shown below shows the experts of each funnel.
You’re invisible, but their pain is loud.
Most people don’t start off looking for an accountant. They start off feeling stuck. Their books are a mess. Their tax bill just hit. Or they’re trying to grow but have no idea where the money’s going.
They’re not searching Google for “accounting firm near me.”
They’re asking themselves:
They’re not ready to hire. But they are listening. They are aware that some problem is there but not sure what they need to do.
At this stage, your audience is:
Your job isn’t to sell. It’s to start a conversation. Make them nod. Make them laugh. Make them say, “Ugh, this is so me.” Great content here doesn’t teach. It connects. I have seen firsthand that relatable content gets the most engagement from the target audience. And that’s the goal at this stage. Make you a known face.
What works best:
This is the stage where you speak their language, not accounting jargon.
If they feel seen, they’ll stick around.
They see you, but they’re still not sure. You’ve got their attention. Now what? This is where curiosity turns into research. They’re comparing, asking questions, and looking for proof.
They’re wondering:
They’re not just learning about accounting. To be honest, they are not going to learn accounting; rather, they’re learning about you. How good you are with the subject, and what have you achieved with your subject matter expertise?
At this stage, your audience is:
Your job is to build trust (without overselling.)
Teach them something genuinely useful. Show behind-the-scenes. Explain how your process works. Tell stories that mirror their struggles, and how you solved them.
What works best:
This isn’t about showing off. It’s about giving proof of your expertise.
They’re ready to buy, but still have doubts.
By now, they’re sold on the idea of working with a pro but they’re still unsure about working with you. They like what they see. But their brain is going:
At this stage, your audience is:
Your job is to remove friction. Gauge what might be stopping your prospect from reaching out. Is it pricing? Or are they wondering whether you are accepting clients? Or they are not sure whether they are the right fit for your services. Your job at this point is to kill hesitation.
Don’t overwhelm them with information. Just make the decision easy.
Be clear about pricing (or how to get a quote).
Explain the next step. Is it a call? A form? An audit?
Address objections they might not even say out loud.
What works best:
This is the moment where your content becomes a quiet closer, answering the final “yes, but…” questions sitting in their heads.
Now that you have a better clarity of the buying journey, let’s proceed towards the accounting social media posts that we have collected from various accountants’ pages.
Posting YouTube videos for educational purposes lets you reach people who are curious, confused, or frustrated. Not people actively looking for a tax advisor yet. But whenever they will, you’ll be
Stage: Awareness
Post Angle:
Cover trending topics, common misunderstandings, and big questions — but make it digestible. Think:
Why it works:
This content sits perfectly at the top of the funnel. It doesn’t pitch a service. It informs. And it builds attention first, then authority. By showing up in searches and feeds with clear, helpful titles, Toby positions himself as the go-to expert before anyone’s ready to buy.
It’s one of the most powerful marketing ideas for accounting firms in 2025:
Teach the public → earn the trust → win the business later.
“Show your service gives a feeling of power to your ideal customer profile.”
Stage: Awareness
Post Angle:
Give two things that can make someone feel powerful. Now add your service as the third option. Here, replace ‘people’ with your target customer.
For eg. “What gives e-commerce businesses feelings of POWER-
Here’s how one shift in bookkeeping gave this founder total control over recording transaction.
Why it works:
Early buyers don’t know what solution they need. They just know they’re overwhelmed. This type of content lets them imagine what life could feel like with your help. It appeals to emotions first, which is crucial in the awareness stage of the buyer journey. It also gives them a ray of hope that a solution to the problem that they are experiencing exists. And seeing you offering the solution will make you a known figure.
“Thing should be done + results if not done + How to do it.”
Stage: Awareness
Post Angle:
“If you’re not tracking expenses weekly, you’re bleeding cash. Here’s what happens when you ignore it and a simple fix.”
Why it works:
This is one of the most direct and clear marketing ideas for accountants. It spells out the mistake, the fallout, and the path forward… all in one scroll.
“X Versus Y Educational Post.”
Stage: Awareness
Post Angle:
Why it works:
People crave comparisons when they’re just starting out. This kind of accounting social media post helps them weigh options without feeling sold to.
“Paths/Types of your target industry + breakdown.”
Stage: Awareness
Post Angle:
“Three kinds of SaaS founders when it comes to accounting.”
Breakdown:
Why it works:
It helps readers see themselves in your content. When people feel seen, they read longer, trust faster, and explore deeper.
“How to Manage Your Money as a Creative”
Stage: Awareness
Post Angle: Use a clean, niche-focused carousel to grab attention. Lead with a big promise (“How to manage your money as a creative”), then break down what they’ll learn inside — budgeting, taxes, planning.
Why it works – This is classic awareness-stage content. It speaks to a specific audience (creatives), tackles their known financial fears, and offers value without pitching a service. It’s educational, scroll-friendly, and positioned as a resource
“Show the time wasted if not outsourced.”
Stage: Awareness
Post Angle:
“Founders doing their own books lose 5 hours a week, that’s 260 hours a year. What’s that time worth to you?”
Why it works:
It turns an invisible pain into a measurable problem. It also makes a subtle case for outsourcing, without pushing a hard sell.
“3 Tax Mistakes Costing You Thousands”
Stage: Awareness
Post Angle:
List three tax strategies that your ideal client has likely never heard of but could be benefiting from. Keep it simple and direct:
Close with a soft CTA like “Ask your CPA about all three” or “Follow for more tax strategy tips.”
Why it works:
This is the perfect top-of-funnel post. It makes the viewer pause and say, “Wait… I didn’t know that.” That’s the goal of any strong awareness-stage content: to spark curiosity and create urgency without pressure.
The post uses everyday language, scroll-stopping visuals, and punchy tips that hit common pain points. This is one of the most effective marketing ideas for accountants – lead with real savings people are missing, and they’ll come to you for the rest.
“How to Gift Your Child £50,000 Tax-Free”
Stage: Awareness
Post Angle:
Hook your audience with an aspirational outcome (“gift your child £50,000”), then break it down into simple steps. Make it relatable, low-risk, and actionable — without jargon.
End with a soft CTA to follow or engage.
Why it works:
This is ToFu content done right. It hooks with a bold financial promise, educates clearly, and builds credibility through transparency. Viewers walk away with a tip and trust in the creator.
It’s one of the best-performing marketing ideas for accountants and finance pros — use emotionally resonant life goals (like kids, family, freedom) to introduce serious money strategies in a soft, friendly way.
“Share the tech applicable in their scope of work.”
Stage: Awareness
Post Angle:
“We use QuickBooks + A2X + Gusto. Here’s why that combo works for growth-focused brands.”
Why it works:
You earn instant relevance by referencing tools your audience already uses or aspires to use. It positions you as a solution architect.
“Bust Myths.”
Stage: Awareness
Post Angle:
“Myth: “Revenue means I’m doing fine.”
Bust: Not if your burn rate is outpacing it.”
“Myth: “My wealth manager handles my taxes.”
Bust: Most don’t. Tax planning and wealth management are not the same — and that confusion is expensive.”
Why it works:
Myth busting stops the scroll. People love finding out what they’ve misunderstood, and it makes you look sharp in the process.
“Red Flags of business-specific problems related to your service.”
Stage: Awareness
Post Angle:
“Red Flags in Your Real Estate Books That Could Trigger an Audit”
“SaaS Finance Red Flags That Signal You’re Scaling with Holes”
Why it works:
You’re helping them self-diagnose. The reader starts to panic a little (which is good). That’s when they start looking for help.
“Comparison content for buyers in the higher stage of learning.”
Stage: Consideration
Post Angle:
“Do you need a bookkeeper, a controller, or a CFO? Here’s a breakdown by business stage.”
Why it works:
At the consideration stage, buyers want nuance. They need to understand their options. This type of accounting social media post gives it to them clearly.
“Cover FAQs. Each common query is a content piece.”
Stage: Consideration
Post Angle:
“Do I need to register an LLC to start deducting expenses? Here’s the short answer.”
Why it works:
Every question you answer publicly saves you time on sales calls. Plus, it positions you as the go-to expert. A no-brainer in marketing ideas for accountants.
“Organize webinars to educate + build trust.”
Stage: Consideration
Post Angle:
Webinar Title: 5 Tax Planning Moves Every Business Owner Should Make Before Year-End
Hook Post: “Tax season is coming. Most founders overpay because they didn’t plan now. Learn what to do before Q4 closes.”
Webinar Title: How to Forecast Cash Flow Weekly (Even If You Hate Spreadsheets)
Hook Post: “You don’t need to be a finance pro to get control of your cash. Join us and walk away with a working model.”
Why it works:
Webinars attract warm leads. They let you show your personality, your thinking, and your systems — without the awkward pitch.
“Offer content upgrade to capture interest.”
Stage: Consideration
Post Angle:
“Drop ‘TAX READY’ and I’ll send you the 2025 tax prep checklist we use with all our clients.”
Why it works:
Lead magnets meet people where they are. They’re easy to say yes to, and they open the door to deeper conversations.
“Bust Myth + Give next step (Join FREE COMMUNITY in above post).”
Stage: Consideration
Post Angle: Myth: “As long as revenue’s growing, we’re good.”
Next Step: “Inside our free founders circle, we break down metrics that actually matter to VCs and acquirers — not vanity charts.”
Why it works:
You bust a belief and offer a low-pressure next step. One of the smartest marketing ideas for accounting firms trying to build community.
“Case Study – Highlighting the benefit your client got from your service.”
Stage: Consideration
Post Angle:
“Client was 3 months behind. We got them current in 7 days and saved $8K in late fees.”
Why it works:
It proves value through real results. No gimmicks. No hard sell. Just trust.
“Case Study.”
Stage: Decision
Post Angle:
“Case study: How we helped a founder clean up 3 years of messy books, save $42K in tax.”
Why it works:
Storytelling with data creates belief. This is what the decision stage needs — proof, emotion, and transformation in one post.
“Testimonial/Appreciation words.”
Stage: Decision
Post Angle:
“‘You actually care. I’ve worked with 4 firms before this. None made me feel understood like this.’ -Client email”
Why it works:
Social proof in their words is more powerful than anything you can say about yourself. It reassures and removes doubt.
“Urgency to take action if you are offering paid webinar.”
Stage: Decision
Post Angle:
“Registration closes in 12 hours. Learn how to slash your Q4 tax bill without cutting costs.”
Why it works:
Deadlines convert. If you’re offering something valuable, create tension around the timeline.
“Create urgency to take action.”
Stage: Decision
Post Angle:
“Last week to onboard for Q4. If you want clean books by year-end, now’s the time.”
Why it works:
Scarcity and timing push fence-sitters over the line. Great for final nudges.
You’ve now got 22 proven post ideas to start showing up online with purpose. That’s the first step, generating demand. But posting is only half the game.
The next step? Capturing that demand where you’ll be turning attention into leads, leads into calls, and calls into clients.
We’ve helped accounting firms do exactly that with strategic marketing systems that don’t just get impressions but bring in leads too.
If you don’t have time to do it all yourself, outsource it to the people who already do it well.
Let’s make social media marketing for your accounting firm work. Schedule a discovery call here.
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