Social Media for Accountants: Best Practices, Channels & Tactics To Build Your Presence



It’s the 21st century – social media are THE place for marketing. Every business needs it, even the accounting companies. Social media marketing for accountants can literally revamp your business so you don’t have to worry about getting clients anymore. 

In this post, we’ll show you which are the best social media for accountants, how to use them, and some successful examples from accounting professionals.

Read on and see what’s it all about.

The importance of social media for accountants

Or in other words, why should accountants use social media?

The answer is simple – when used properly, they build up your online presence which means you reach far more people than doing the old door-to-door approach. 

Also, social media helps you interact with your target audience easily. Whether there’s an annoying problem they complain about or they’re just simply asking for some advice, social media platforms are the best place to publicly show your expertise regarding a specific issue WHILE you’re helping someone in need.

Whether you want more leads or are just presenting your expertise as an accountant, social media helps you reach 4.48 billion social media users – not bad for a marketplace, wouldn’t you say?

One of the services we offer at Accounting Presence is social media management of an accounting company’s pages.  We do digital marketing for accountants so they can do their actual business.

Best social media platforms for accountants

When it comes to social media, no other comes even close to the Holy Trinity: Facebook, LinkedIn, and Twitter. Sure there are plenty of other platforms out there, but you want to use the best and most appropriate ones on social media for accountants specifically.

Let’s see what makes them so majestic:


The fact is that, when it comes to social media, Facebook is still unbeatable. B2B know this, B2C too. Why? Because an outstanding 93% of marketers are using this platform. 

And the best thing is that you can use a variety of ways to market your services. For example, you can use the organic approach – create and share content about resolving problematic issues your target clients might have, or you can use the paid method – purchase ads or sponsored posts.

This way, when you have an important update or an event to share, or maybe just to promote some services, your audience won’t feel like they’re being force-fed with a ladle. 

Here are some good Facebook groups for accountants you can check out and connect with your peers:

Accountants of the Future

Accounting & US Tax Compliance

Business Boutique Bookkeepers and Accountants

Small Business Tax Assistance

Accounting We Will Go

The Successful Bookkeeper


While Facebook remains to be the more playful side of social media even for a business such as accounting, LinkedIn is where you get to show your more serious, professional side. That being said, it’s an awesome platform for finding specific people with specific services. No wonder the Content Marketing Institute considers it as the top paid and organic social channel for B2B businesses. 

Everybody who has a business is on LinkedIn. It’s the online, and livelier, version of a resume. And because it’s a professional platform, avoid the fluff language in your “About” section. Give exact information on what you offer as a service.

This doesn’t mean that you don’t get to show your fun side, just remember that not all social media for accountants use the same tone and voice. If you need help establishing your voice as a business, the guys at Accounting Presence are more than happy to help you with it. Just reach out and they’ll do the rest.

Since the people who hang out on LinkedIn have a more businesslike mindset, try not to post too much about personal issues or use argon or slang. Stick to posts related to the accounting industry, share some news about bookkeeping, or advice on certain issues.

Check out some LinkedIn groups for accountants:

Marketing for Accountants, CPAs, EAs, Bookkeepers and Tax Professionals

Accountants of the Future  

Accounting Today | Discussion Group

Accounting | Finance | Professionals | World Finance Network

Super CFO


No, we’re not talking about going on a rant about the latest tax changes. Besides, your rant would be quite limited because Twitter allows only a limited number of characters. But it can be a perfect platform to share some info or insight related to the newest topics in the industry. After all, 62% of the experienced marketers use it.

This is a platform where people scroll down posts with crazy speed, so all you really need is a one or two-liner about some news, tips, or imagery content.

Like Facebook, Twitter also allows you to promote your tweets and set up ad campaigns. Learn the basics and you’ll be good to go.

If you’re serious about your business, don’t miss out on these important Twitter accounts you should be following:



Accounting Today

CPA Trendlines



Social Media Tips & Ideas

Now that we’ve covered the best social media for accountants, let’s see what you should actually post about. Forget about personal posts, you’re running a business and your posts should reflect your professionalism.

And if you don’t feel confident enough to create your own marketing content, Accounting Presence has your back with an already set up social media posting plan so you’ll never be out of ideas.

Here are some of the most relevant sections that you need to cover with your content:

Tips and tricks

See how this blog post is sharing valuable information? Although meant for website content, the idea behind it is still the same. Use your social media accounts for sharing valuable information or advice with a large number of people only in bite-size chunks.

They’re easily digestible for the fast-paced individual who is very selfish with their time, plus you build your reputation as an expert in your field while you don’t have to spend hours and hours on creating that content.

Online resources

Perfect for driving traffic to your website. Very often accountants give out some freebies such as tax calculators or some working spreadsheets in exchange for the reader’s email address.  You can create a helpful pdf guide on tax calculations, a video lecture, or some balance sheet with formulas.

Whatever you decide to offer, make it helpful for your target audience – they will reward you by following you and always coming back as a loyal audience.

Frequently asked questions

Your target customers should be your inspiration. Do some research, find out what pains them, and then offer your solution.

Don’t be afraid to do some labor work – join forums or groups on social media and scroll through other people’s posts. Stay on the lookout for what’s troubling your prospects and what they usually complain about.

Industry news

If you want to present your business as professional and credible, regularly share important news from the industry.

Try to be among the first who share the news, and tell them why it is relevant to your audience. Nothing says expert better than staying on top of recent events and knowing what to do about them.

Client testimonials

Don’t be reluctant to show the good work you’ve done.

Ask satisfied clients to leave a comment on your social media page and thank them for it. If a client happens to be having “one of those days” kindly address their issue, but don’t take the conversation further in public.

You can always send out a feedback form for them to fill out and quote all the nice things they have to say about your business on your website.


Online presence is the present and the future of running a successful business and accounting is no different. Social media is the most successful (and the cheapest) way to promote your accounting company and establish real relationships with potential clients.

Make sure you create valuable content, prepare your posts in advance, schedule them for posting, and you’re all set. One important thing to remember is to be consistent. Or if you think this is taking too much of your time and is preventing you from focusing on the actual accounting business, you’re more than welcome to leave the technicalities to Accounting Presence and go help those who need you most. 

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