Social media for CPA and accounting firms
Social media for accounting firms, done for you.
Your partners already explain tax changes, deadlines and planning ideas to clients every week. We turn those webinars and presentations into posts for LinkedIn, Instagram, TikTok and YouTube Shorts, ready to post about twice a week. We can post them for you too.
Sound familiar?
You know you should be posting. It just never happens.
Marketing is one more job for a partner or office manager who is already stretched, especially during busy season.
Generic tax tips feel like everyone else's. Your clients want to hear from the people they actually trust.
Year-end planning webinars and client seminars get recorded once and never seen again.
What we make for you
Posts made from what you already say to clients
Every post has a job: teach something useful, show the people behind the firm, or make it easy to reach out.
| Goal | Post | Why it works |
|---|---|---|
| Educate | Three things to do before December 31 | A timely, practical tip people save and forward to a spouse or business partner. |
| Educate | What new business owners get wrong about quarterly estimates | Answers a question your team hears every spring. |
| Build trust | Meet the partner behind your return | Puts a face and a voice to the firm, which is what referrals are built on. |
| Sell | How we work with business owners year round | Shows the advisory side of the firm, not just tax prep. |
How it works
A small, remote extension of your team
No filming, no new hire and no apps to learn. Plans start at 8 posts a month.
- Step 1
Send your recordings
Share the webinars, client presentations, interviews or event videos you already have. A shared folder or a link is fine. No new filming.
- Step 2
We make the posts
We watch everything, pick the strongest moments and turn them into captioned video clips, carousels and written posts in your firm's voice.
- Step 3
You approve
Everything arrives together with a simple posting calendar. You, or anyone you choose, like a compliance reviewer, approve before anything goes live.
- Step 4
You post, or we do
Post from the calendar in a few minutes, or add scheduling and we publish on LinkedIn, Instagram, TikTok and YouTube Shorts for you.
Questions
Common questions
Is social media worth it for a CPA firm?
For most firms the goal is not going viral. It is staying visible to clients, referral partners and future hires so the firm comes to mind when someone needs an accountant. A steady, professional presence on LinkedIn does that well.
What should an accounting firm post on social media?
The things your partners already explain to clients: deadline reminders, planning ideas, answers to common questions and introductions to your team. We pull these from your existing recordings.
Do we have to be on TikTok?
No. Most accounting firms start with LinkedIn and add Instagram, YouTube Shorts or TikTok later if it makes sense. We help you decide.
What about busy season?
That is when outsourcing helps most. Send recordings ahead of time and posts keep going out while your team is heads down.
Read our guide: What should an accounting firm post on LinkedIn? 15 ideas
Start here
Send one recording. See what it becomes.
Three free founding pilots are open this fall. Tell us about your team and share a link to one recording. It takes about five minutes.