Sandi Smith Leyva provides 41 ideas for content to post on social media as an accountant or bookkeeper. The ideas include posting tips, facts, information about services offered, questions, events, testimonials, photos from conferences, videos, jokes and cartoons about accounting. The goals of social media posting are to add value, build trust and credibility, drive traffic to the website, and get engagement from readers. Hashtags and tagging people are also suggested to boost visibility of posts.

1. 41 Social Media Marketing
Content Posting Ideas for
Accountants and Bookkeepers
Sandi Smith Leyva, CPA

2. About the Author
Sandi Leyva, CPA
• Runs marketing agency for accounting firms
https://AcceleratorWebsites.com/
https://AcceleratorNewsletters.com/
https://AcceleratorVideos.com/
• Provides marketing training for DIYers
https://AccountantsAccelerator.com/

3. What Should I Post on Social Media About
My Accounting Business?”
When you post on social media, your posts
need to be concise and convey one idea in a
small number of words.

4. Social Media Goals
When you post, you want to accomplish a couple of things:
– Add value, usually through education
– Demonstrate expertise to build trust
– Build credibility to build trust
– Send readers to your website or blog
– Get readers to interact, take an action or get to know you better
– Listen for trends, issues, or opportunities

5. Social Media Goals
With those goals in mind, here are our top ideas on social media
posting for accountants:

6. #1 – Tips
A tip is a great way to give value and demonstrate your expertise. Think of what you’re always
telling clients, and write it up.
“Did you know that accounting users are free in QuickBooks Online?”
You can provide a software tip, tax tip, accounting tip, organizational tip, or business tip. There
are lots to choose from!

7. #2 – Facts
Share a fact that’s relevant to your services.
“The soonest you can get your tax refund if you qualify for the EIC is February 27, 2019.”

8. #3 – What you do
Share a service you offer and include a link back to your website.
“We’d love to help you with your bookkeeping. Find out more:
https://abcyourdomain.com/bookkeeping”

9. #4 – Who you are
Share fun facts about you:
“Any fellow Aggies out there? Class of ’95 here.”

10. #5 – Certifications
Did you just take a course or earn a certification? Share your accomplishment in a post.
“Just finished the Advanced QuickBooks ProAdvisor Online certification. Whoop!”

11. #6 – Questions
Ask a question. There are hundreds of ways you can go on this.
“My birthday is next week. What do you do to celebrate yours?”
“Have you field your taxes/sales tax return/franchise tax return/payroll tax return/W-3 yet this
year?”

12. #7 – Upcoming events
Do you have an event coming up? Share something about that.
“I’d love for you to join me next week for the monthly NAWBO-DFW meeting.”

13. #8 – Testimonials
Share a client review on social media.
“Our client, XYZ, says ‘We love working with ABC Accounting.’”

14. #9 – Memberships
Do you belong to an organization? Share something about that.
“I’ve been a member of DFW Toastmasters for 3 years now.”

15. #10 – Statistics
Share a statistic. There are plenty on the IRS site.
“There are 141.2 million taxpayers in the U.S.”

16. #11 – Deadlines
Notify your client of deadlines, but don’t make social media the only way you notify them. Not
everyone will see every post.
“If you want to avoid filing an extension on your taxes,
we’ll need all your paperwork in our office by March 31, 2019.”

17. #12 – Connections
A lot of people overlook this idea: Post links to invite people to connect with you on other social
media platforms. For example on Facebook, post:
“Follow us on Twitter: https://twitter.com/CPAAccelerator”
and on Twitter, post:
“Connect with us on LinkedIn: https://www.linkedin.com/in/sandismith/”

18. #13 – Pitches
Hey, you’ve earned it. Once in a while, you’ve earned to right to blatantly pitch your services.
Don’t do it all the time though; people will get tired of it.
“Want to keep more of what you make at tax time? Hire us as your tax preparer. Call for a free
consult.”

19. #14 – Discounts
Are you offering a discount? Let people know.
“We offer one month free of bookkeeping services to new clients. Find out more.”

20. #15 – Blog Posts
Did you write a blog post? If so, send people to read it with a social media post.
“Check out our latest blog post here: https://accountantsaccelerator.com/blog/”

21. #16 – Staff members
Post a fun fact about your employees.
“Team member Jennifer is a rock-climbing guru. Any other rock climbers out there?”

22. #17 – Announcements
Got something new about your firm that you want to share?
“We’ve moved. Our new office is at 123 Fourth Street.”

23. #18 – Myths
Share a myth. There are plenty of them in accounting and tax.
“It’s a myth and probably a scam if the IRS calls or emails you. The IRS will NEVER call or email
you.”

24. #19 – Holidays
Wish your connections a happy holiday. You may want to keep it generic if it’s a religious
holiday to be the most inclusive.
“Happy Thanksgiving to all of our U.S. clients and friends.”

25. #20 – Celebrities
Have you had your picture taken with a celebrity or industry leader? Post it!

26. #21 – Polls
A great way to take you readers’ temperature on something is to post a poll. Facebook has a
built-in poll for this. You can also create the poll in SurveyMonkey and post the link in all of the
social media platforms.
“Take our poll: Do you hire a tax professional every year? A. Yes B. Most years C. Some years D.
No”

27. #22 – Trips
Let your followers know you’re headed to an event, especially if it’s for education or networking.
“I’m headed to the TSCPA Expo on Monday. Anyone else going?”
Facebook has a really fun feature where you can show a map of where you’re going. “Check in”
at your current airport and select “I’m traveling to” and your destination airport to create this
post. Then, when you arrive, make another post of a photo of the view from your hotel room.

28. #23 – Press mentions
Keep a list of articles that you were mentioned in or wrote and got published, and share your
news in a post that links to the article.
“Hey, I just got mentioned in this Wall Street Journal article.”

29. #24 – Articles
Did you write an article for your blog? Share the title and link in a post.
“I just posted my latest article: 3 Tips for 2019 Taxes.”

30. #25 – Awards
Did you win an award? Take a photo of the trophy, plaque or certificate or use the photo taken
while you received the award and post it along with a little bit of background on the award.

31. #26 – Past events
A lot of times, we have great photos of events that we just attended. Even though they are in
the past, it’s a great idea to make an album or post a group of photos that shows you
networking or having fun at the event. Of course, this needs to be business-related: no drunken
beach party pics please.

32. #27 – Photos
Speaking of photos, accounting is harder than most businesses to acquire relevant or interesting
photos. If you’re at a client’s site, take a photo of you and the owner with their business in the
back, especially if it’s a restaurant, retail, or manufacturing. They’ll love the publicity and you’ll
demonstrate industry expertise.
Consider also posting team photos, photos of your office building, and photos of you or your
employees doing volunteer work.

33. #28 – Conferences
Take lots of photos at conferences. If there’s an exhibit hall, take photos of you with the software
vendor representatives of the software that you support for clients.

34. #29 – Something someone else wrote
If you see a post you love and relate to, share it. But be careful: stay away from polarizing topics
like religion and politics.

35. #30 – Feelings
Share a positive win you completed in your business:
“It’s January 31, and we’re complete with the first big deadline of the year. Yay! W-2s and 1099s,
see you next year, same time.”

36. #31 – Quotes
Quotes are not as popular as they were a few years ago, but an occasional quote can be
inspirational for some. Add a graphic or a background color to make the quote stand out.

37. #32 – Videos
Videos are a huge traffic booster and many of the platforms have their own format, especially to
do live streaming. So you could do a live webinar on Facebook as an example. But the easiest
and most likely way to use videos is to record it and post it.
There are usually two steps to video posting. Use YouTube, Vimeo, or Wistia to upload your
video. Then get the link to the video to include in the social media post. Tell your readers a little
bit about the video topic, but let the video do most of the talking. It’s super-popular these days
to add captions to your videos as the default is to mute the audio. Captions allow your followers
to read what’s going on without having to unmute the video.

38. #33 – Referrals
A really cool thing to do is to ask for referrals.
“Did you know we’re taking new clients and would love your referrals?”

39. #34 – Recommendations or reviews
It’s very popular for people to now post reviews of their experience with your business. You can
do a lot with this. Share a review you just got in a post. Encourage people to post reviews for
you. Send people to read the reviews you have online.
“Thanks, Sally for posting your 5-star review of our business. We appreciate you!”

40. #35 – Jokes or cartoons
Posting jokes can be tricky, but making fun of accounting and accountants or taxes is almost
always a fun idea. Be careful about copyright on cartoons.

41. #36 – Memes
A meme is a funny image combined with words, usually in all caps, that tends to spread rapidly
on the web. Post or share these to keep it light.
Source: @TheAuditMemes on Twitter

42. #37 – Fun
Anything fun is a great idea to post. Even a simple fun question will help people smile.
“What fun plans do you have for the weekend?”

43. #38 – Gifs
Gifs are images with a bit of motion. These are usually posted as a response to what someone
else has said. For example, if some just posted, “I just passed my QuickBooks certification!” You
could post a picture of dancing feet in response.

44. #39 – Emojis
Emojis are symbols of a wide variety of items, people, faces, and animals. They are used to
communicate, emphasize of express emotion. Use them in conjunction with any of the posts we
discussed to make them stand out and be noticed.

45. #40 – Tags
In almost every social media platform, you can “tag” a person’s name so they’ll see your post.
This is typically done if you are replying to them or posting something about them. You can be
“tagged” in a post or a photo.

46. #41 – Hashtags
In Twitter, add hashtags which are keywords with a # pound sign typed before the word.
#accounting #tip #taxday are examples of hashtags you could add to your Twitter posts.

47. About the Author
Sandi Leyva, CPA
• Runs marketing agency for accounting firms
https://AcceleratorWebsites.com/
https://AcceleratorNewsletters.com/
https://AcceleratorVideos.com/
• Provides marketing training for DIYers
https://AccountantsAccelerator.com/