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Social media for CPA firms, tax offices and bookkeepers

Last post:
the April 15 reminderLast post: the April 15 reminder

AccrueNest does social media marketing for local accountants at US firms of 1 to 10 people. Our team drafts and publishes deadline reminders, tips and team photos to Instagram, Facebook and the firm's Google listing, and edits short clips your staff record.

Request a demoPreview your first month's posts
  • A posting plan for the year, deadlines included
  • Your phone clips, edited
On the sidewalk outside her office, a CPA answers one client question while our writer films it on a phone.
The firm's Facebook post reminding clients that fourth-quarter estimated payments are due January 15, posted and shared by clients.

Live in 14 daysMonth to month, no setup fee

  • Deadline posts, seven days early
  • Nothing goes up without your okay
  • Google listing posts, kept fresh
  • No client named in any post
  • Inquiries from social counted by source
  • Phone-filmed clips
Filmed at your desk

Film one minute, we do the editing

Nobody at your firm has to be good on camera. Someone films a one-minute answer to a common client question and sends it over. Our team trims it, adds captions and your logo, and posts it.

  1. The owner's phone with the marketing team's list of client questions and the one-minute answer she filmed at her desk and sent back.

    Record

    One question answered

    Hold the phone at arm's length and answer something clients ask every week, like when estimates are due.

  2. The owner's clip back from our editors, trimmed to 47 seconds, captioned and carrying her name.

    Edit

    Our editors trim and caption it

    We cut the pauses, add captions for people scrolling muted and size it for each feed.

  3. Meredith Tilghman's 47-second clip about Q1 estimates, live on AccrueNest Tax & Accounting's Facebook, Instagram and Google profile, on a phone.

    Post

    Out where clients scroll

    It posts to your Google listing plus Facebook and Instagram, at the hour your plan sets.

What gets posted

A year of posts, planned around the tax calendar

We plan posts around the dates clients forget: estimates, extensions, year-end. Each month's batch reaches you early; change what you like and approve it before anything publishes.

Reminders

Each due date posted a week before it

Estimates, extension day, the October 15 cutoff, year-end planning: each gets a short post in plain words, a week out, with your booking link.

  • Tips drawn from the calls your front desk takes most, weekly
  • Team photos and office news put faces to the firm between deadlines
AccrueNest's social planner on the week of March 1: one post a day for Facebook, Instagram and Google, with the March 16 and April 15 deadlines posted ahead.
Past the Facebook feed

Posts that also feed your Google listing

Three corners of Google use these posts, and so does your monthly report.

Fresh posts on your profile

Google shows recent posts on your Business Profile when someone looks up your firm by name. A deadline post from last week reads better than one from 2024.

See local SEO
AccrueNest Tax & Accounting's Google listing showing its latest post, a reminder that S corp returns are due March 16.
Google search
Google Maps on a phone with AccrueNest Tax & Accounting's row showing its latest post, a photo introducing Linh Hoang, EA.
On Maps

Updates on Maps

Team photos and office news posted to the profile show on Maps, where people check you out before calling.

Maps listings

AI answers

Videos that answer common questions add to what ChatGPT and Google's AI can say about your firm when a local business owner asks.

Read about AI answers
Google's AI Overview on whether an LLC should be an S corp, quoting Rajeev Chandran of AccrueNest Tax & Accounting and citing his YouTube video.
In AI Overviews
A card from AccrueNest's monthly report: 19 meetings booked from posts in February, by Facebook, Instagram, Google profile posts and the newsletter.
In reports

Inquiries by source

Links in your posts carry a tag, so a meeting booked from Instagram is filed under Instagram in your monthly report.

See reporting

AccrueNest · Marketing

AccrueNest Tax & Accounting's post on its Google Business Profile introducing Linh Hoang, EA, with a Learn more button.

Where posts show up

Setup

One call, then the first month's posts

Our team asks for page access, a few office photos and half an hour with you.

  1. Your calendar

    On the kickoff call

  2. Your okay

    Before each month

  3. Send the clip over

    Whenever you film something

  4. The numbers

    Once a month, ongoing

We name no client in a post without written consent, and no post mentions anyone's return or refund.

Send us your Facebook page

Before the demo we read what your firm has posted and come back with a sample month: two deadline posts, a tip, a team photo and a clip outline.

Request a demo
Pen in hand, a CPA reads through her old agency's monthly numbers before putting them next to ours.
An AccrueNest notice showing a sample month of five Facebook posts drafted: two deadline posts, a tip, a team photo and a clip outline.

Still posting in July

  • Cornelius B., owner of a CPA firm in Columbus.
    Cornelius B.Owner of a CPA firm, Columbus
    Weeklyposts since March

    Our Facebook page went from one post a year to one a week. I read the batch Sunday night, fix a word here and there, then approve it.

  • Ezequiel M., an enrolled agent who runs a tax office in San Antonio.
    Ezequiel M.Enrolled agent, San Antonio
    1 minuteof filming per week

    I record a minute on IRS letters from my parked car. It comes back captioned, with my logo, the next day.

  • Annika L., owner of a bookkeeping firm in Minneapolis.
    Annika L.Owner of a bookkeeping firm
    2 meetingsfrom one shoebox reel

    Business owners comment on the receipts tips more than anything we've posted. Two of them booked a meeting after a reel about shoeboxes.

  • Marguerite D., office manager at a CPA firm in New Orleans.
    Marguerite D.Office manager, New Orleans
    1 photomost comments ever

    The photo from our office crawfish boil got more comments than three years of posts combined.

  • Prakash S., a tax preparer at a tax and accounting office in Edison.
    Prakash S.Tax preparer, Edison, NJ
    40 secondsthe first one I filmed

    I said I'd never be on camera. My clip on what to bring to drop-off ran forty seconds, and clients mention it at the counter.

  • Thuy N., client services lead at a tax practice in Houston.
    Thuy N.Client services lead, Houston, TX
    Soonermissing K-1s arrive

    Clients see the October reminder on Instagram and send their missing K-1 before I have to ask.

Social questions

Before we start posting

Search approval, LinkedIn or phone videos.

5 questions

Do you post for us, or just write?

We do both. Our team writes each post, schedules it and publishes it to Instagram, Facebook and the firm's Google listing.

Will we see each post before it goes up?

Yes, if you want to. The month's posts reach you ahead of time; change, cut or approve them, and nothing goes up that you haven't seen.

Whose photos and videos go in our posts?

Yours. We use photos of your office and team, plus clips your staff film on a phone. We don't send a film crew or hold shoots.

What results can we expect from the posts?

A page that looks open all year, deadline posts that bring questions in early, and a monthly count of visits and booked meetings from each channel. We don't promise a follower count or a number of new clients, and we never buy followers.

Does the plan include LinkedIn?

Yes. Each post also goes to your firm's LinkedIn page, beside your Google listing, Facebook and Instagram, and the clips we edit can run there too.

Common social topics

Talk to Imogen

Send your Facebook page to sales@accruenest.com and get three sample posts back from Imogen, written for your firm.

Imogen PritchardAccount manager

Request a demo

Answer every call this season. Chase fewer documents.

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