LinkedIn for Accounting Firms: 7 Advanced LinkedIn Tips
Everyone knows LinkedIn is the platform for B2B. It’s where lead generation and relationship-building happens.
But here’s the thing: knowing what LinkedIn can do your accounting firm is one thing. Understanding how to use it effectively? That’s where most accounting firms get stuck.
Let’s change that.
In this blog, I’ll share advanced LinkedIn tips for accounting firms, complete with examples and use cases.
By the end, you won’t just know why LinkedIn works—you’ll have actionable strategies to start bringing in business for your accounting and tax firm.
Introduction
I see it all the time—accountants and firm owners on LinkedIn doing the same predictable things:
- Posting about events they attended
- Commenting on posts from other accountants
- Scrolling LinkedIn for their next hire
- Hitting the like button on random posts
- Reposting content without adding their voice
And that’s it.
If your LinkedIn activity stops there, you’re barely scratching the surface. You’re missing out on LinkedIn’s true potential.
Let’s take a quick refresher:
You already know you can create a personal profile and a business page for your accounting firm.
You might even know about LinkedIn’s service page feature under personal profiles.
Caption – Namrata’s Service Page on LinkedIn
Posting educational content consistently? Great for building authority.
Adding personal stories connected to your profession? Even better.
Tracking your content performance? That’s essential.
But if this all feels overwhelming, it’s time to pause and take a step back.
I’ve covered the basics of LinkedIn marketing for accountants in another blog—go there if you’re just starting out.
Still with me? Let’s go deeper.
LinkedIn isn’t just a professional networking site anymore—it’s where you establish authority and close business deals. Everyone knows that now.
But here’s the twist: tools like language models (ChatGPT) have made content creation easier than ever.
The result? The platform is more saturated than ever.
Everyone’s sharing content, and everyone’s commenting on posts. But very few are creating impact.
Business cannot be generated without creating impact and that’s what these 7 advanced LinkedIn strategies are going to be about.
If you’re ready to stand out and maximize LinkedIn for your accounting firm, this is where we level up.
Let’s dig in.
7 LinkedIn Tips for Accounting Firms (to make impact and bring leads)
Table of Contents
Collaborate with LinkedIn Creators
I see LinkedIn creators in the accounting industry nailing collaboration all the time. And that’s my top LinkedIn Tip for accounting firm owners – become a LinkedIn creator and also collaborate with top creators in your industry.
Here are just a few examples:
A. Kelly Rohrs invites other CPAs on her podcast to share valuable insights and also attends other podcasts as guest.
B. Financial Cents partnered with firm owners to spotlight WorkFlowCON and its impact.
C. Erica Goode and Geraldine Carter collaborate on posts to amplify each other’s expertise.
Collaboration isn’t just a buzzword—it’s a way to piggyback on each other’s audience while building a bigger, stronger presence.
It’s also a trust builder. By showcasing real, human connections, you not only expand your reach but also strengthen credibility in your network.
So, if you’re offered the chance to appear on a podcast—take it.
If a fellow CPA or a software vendor in the accounting space suggests a collab post—say yes.
Better yet, take the initiative:
- Host live video streams to share insights or conduct Q&A sessions.
- Collaborate on a whitepaper or an industry deep dive.
- Co-create content that adds value to both audiences.
Collaboration is how you grow. Make it a part of your LinkedIn strategy.
Lead Magnet in Featured Section
Source: LinkedIn
A lead magnet is simply a downloadable resource—an infographic, a video, or a mini eBook. The goal? Get your audience’s email in exchange for something valuable.
Download LinkedIn Growth Guide for Accountants here.
Here’s the thing: You already have a list of followers. So why not build a deeper connection by reaching them in their inbox, too?
Curious what lead magnet numbers for accountants actually look like?
Here’s a real-world example from Erica Goode:
On August 1st, Erica offered a [free] lead magnet (an eBook) to her LinkedIn audience. Here’s how the first 30 days played out:
6,400 followers at launch
1,558 downloads (24% of her followers)
220 email signups (14% of downloaders / 3% of her total followers)
Let’s break it down further:
If you have 1,000 followers, the same percentages might look like this:
➡ 240 downloads
➡ 34 email opt-ins
Or better yet, 1,000 followers ➡ 240 new subscribers straight to your email list.
Erica shared these results herself—proof that lead magnets are a powerful way to turn followers into engaged subscribers.
Looking for a LinkedIn marketing partner to bring more leads in your accounting firm? Let’s talk!
Use LinkedIn for Strategic Business Partnerships
Most firms get this wrong.
They aim too high—reaching out to big firms that aren’t interested.
And when those efforts fall flat? They give up.
Here’s the deal: “You scratch my back, I’ll scratch yours” works, but only if you partner with a firm that matches your size and stage.
Starting out? Look for a partner that’s just getting started, too.
Got a few clients? Find someone in the same boat.
Small firm? Collaborate with another small firm.
And the key? Partner with a firm offering complementary services.
For example: If you’re focusing on advisory, team up with a firm that only does tax prep.
It’s not about competing—it’s about creating a win-win.
Storytelling on LinkedIn
“Tell stories on LinkedIn!” they say.
You try… but it feels impossible.
Sound familiar? Because that was me too.
I kept asking myself:
- Why is storytelling so hard?
- Is my writing too transactional after years in corporate?
- Do I lack personal stories or customer experiences?
- Or maybe I just can’t write from the heart?
But here’s the thing:
That’s not true.
I have plenty of stories, experiences, and passion to share. So why was I struggling?
It turns out I wasn’t clear on what storytelling really means on LinkedIn.
After some digging and practice, here’s what I discovered:
A clear central plot with a relatable character.
Structured storytelling with:
– Start: A catchy hook that grabs attention.
– Middle: Build tension or conflict to keep interest.
– End: Summarize the takeaway or lesson.
Make it personal—real experiences connect better.
Put your audience in the story—help them see themselves in it.
Things not to do when storytelling-
- A list of accomplishments (with you as the hero).
- Overloading your audience with too much information.
- Sharing without a clear focus or purpose.
Check your SSI – Social Selling Index
𝐒𝐒𝐈 = 𝐒𝐨𝐜𝐢𝐚𝐥 𝐒𝐞𝐥𝐥𝐢𝐧𝐠 𝐈𝐧𝐝𝐞𝐱
So, my LinkedIn SSI score is 75. What does that mean?
It’s a measure of your profile’s strength in social selling.
LinkedIn breaks it down into four key areas:
- Personal Branding
How well are you building your professional reputation? Posting valuable content and optimizing your profile play a big role here. - Networking
Are you connecting with the right people—your ideal audience or clients? - Engagement
How consistently are you engaging with your audience through comments, insights, and conversations? - Building Relationships
Are you nurturing connections and fostering meaningful, two-way interactions?
This tool has been around for a while, and while it might not be the ultimate metric, it’s a fun way to evaluate how you’re using LinkedIn.
Why does it matter?
It shows what you’re doing well.
It highlights areas to improve.
Plus, it’s a great way to stay accountable with your LinkedIn goals.
Check your LinkedIn Score here
If your LinkedIn SSI score is less than 75, we need to talk!
Understand Content Funnels
Ever heard of a sales funnel?
Let me introduce you to its strategic cousin: the content funnel and this LinkedIn Tip you cannot simply miss.
In plain terms, a content funnel aligns your posts with your audience’s buyer journey.
Here’s how it works:
- Top of the Funnel (TOFU): For those who don’t even know you exist, your goal is to grab their attention. Educational and engaging content is your go-to. Think posts that answer common questions or provide simple, useful insights.
- Middle of the Funnel (MOFU): These people recognize your name, but you need to earn their trust. Share expertise—proof you know how to solve their problems. Case studies like, “How We Saved $50K in Taxes for a Small Business Client” fit perfectly here.
- Bottom of the Funnel (BOFU): These prospects trust you but need a nudge to take action. Lead magnets, offers, or testimonials that showcase success stories can seal the deal.
Each stage matters.
And here’s the thing:
The difference between accountants who crush it on LinkedIn and those who don’t?
Intentional posting of funnel-specific content.
When I say “results,” I mean:
- Generating leads
- Growing your audience
- Building an email list
- Creating meaningful partnerships
With the right LinkedIn content strategy, your personal brand can become a powerhouse for your accounting firm.
But to make it work, you need to:
- Understand your audience’s pain points
- Use proven content frameworks
- Post consistently and experiment
- Build a mix of top-to-bottom funnel content
Some accountants get it.
For others, it’s a work in progress.
So here’s a cheat sheet for inspiration:
Top of the Funnel Content:
Content that draws people in—light, fun, or opinion-based posts that spark conversations.
→ Follow Samantha Musser, CPA for relatable and engaging TOFU examples.
Middle of the Funnel Content:
Show your framework or process for driving results. Position yourself as someone who can bring change.
→ Follow Kevin Steel to see how he nails MOFU content.
Bottom of the Funnel Content:
Prove your expertise with numbers, client testimonials, or repeatable success stories.
→ Follow Tyler D Harris, CPA for BOFU content that converts.
We implemented this exact strategy for Namrata Jain, EA and generated 20 leads with this single post –
If this LinkedIn Tip for lead generation seems valuable and you need a partner to implement the strategy for you, get in touch!
Engage with Prospects
I see accounting firm owners engaging with the content of fellow accountants. I must say that accounting community is one of the supportive professional community I have come across. Do that. Comment on fellow accountants posts. But my LinkedIn tip is to also engage with the content of the prospects.
Let’s break this down with some simple math:
- Imagine you leave 4 comments a day.
- That’s 80 comments a month.
- Now, if you strategically comment on 40 posts from potential clients twice in a month…
- You’re looking at interactions with about 40% of those prospects in DMs.
That’s 16 conversations.
Out of those, you could book 30% into appointments.
That’s about 5 appointments—leading to 2 new clients every month.
All this by:
Spending the same amount of time commenting.
Being strategic about whose posts you engage with.
Shifting your mindset to use LinkedIn to grow your business.
For example, if your target market is tech startups and your expertise lies in evaluating their burn rate and cash flow:
- Engage with financial posts from startup founders.
- Connect with those tech founders strategically.
- Showcase your expertise by leaving insightful, high-value comments on their posts.
It’s not just about showing up—it’s about showing up with value.
The time you spend commenting can actually drive results.
Wrapping Up
Mastering LinkedIn isn’t just about showing up—it’s about showing up strategically, consistently, and with purpose. From engaging meaningfully with your audience to leveraging content that aligns with every stage of the buyer’s journey, these advanced LinkedIn tips are designed to help you bring more leads into your accounting firm.