If you're a CPA, you’ve probably built your business on reputation, referrals, and results. Those three things still matter, but where people see your reputation and get those referrals has changed. Social media isn’t just for lifestyle brands or influencers. CPA social media marketing is one of the simplest ways to build trust, stay top of mind, and attract clients who already want your help before they ever reach out.
Here’s what that looks like and why it works.
Many accounting professionals think of social media as an add-on, or something to get to when things slow down (which they never do). Others feel stuck because they don’t want to come off as boring or too sales-focused. But the truth is, your ideal clients are already scrolling, and they’d love to learn something helpful from someone they can trust.
You don’t need to dance, post daily, or hire a content team to make it work. You just need to share what you already know in a way that feels human.
That’s what builds the kind of long-term awareness and connection that grows your business in a real way. Whether you’re a solo CPA or part of a firm, showing up on social media consistently gives potential clients a reason to think of you when they need help. Not six months later when they’re already in financial trouble.
So let’s say you’re ready to get started or step things up. The biggest question most CPAs ask is: What should I post?
You don’t need to reinvent the wheel. Start by thinking about the real conversations you already have with clients. That’s where your best content lives. Here are three examples you can borrow today:
These posts work because they’re not trying to sound impressive. They’re personal, simple, and clear. You’re showing people that you understand what they’re going through and that you’ve helped others just like them.
One of the biggest reasons CPAs avoid social media is time. You’ve got clients to manage, deadlines to hit, and no extra hours in the day to come up with content. It can feel like one more thing that doesn’t directly serve your clients, but when done right, it does exactly that.Here’s how you can make it manageable:
If that still sounds overwhelming, that’s exactly where Levitate can step in. We can do the heavy lifting so you don’t have to think about what to post or feel pressure to be clever or inspired. You stay focused on your clients, and we’ll make sure your message shows up online in a way that feels like you.
The more you treat social media like a natural extension of your client work, the easier it becomes to share meaningful content without overthinking it. And if you don’t want to think about it at all, we’ve got you covered.
At the end of the day, people work with CPAs they trust. Social media helps you build that trust before the first call. Whether it’s someone seeing your post, reading a comment, or getting tagged by a friend, every impression adds up.
Even if they don’t need you today, you’re planting the seed. And when the time comes, they’ll already feel like they know you. That’s what moves them from “maybe later” to “let’s talk.”
You already have the knowledge and expertise. Social media is just the channel that helps more people see it.
Ready to build real relationships with the right clients using an approach that fits how you already work?
👉 Book a demo with Levitate and see how we help CPAs like you grow through smarter, more personal social media marketing.
We’ll give you a call to set up time for your team and ours to meet virtually for a personalized demo.
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