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LinkedIn and Twitter are not just for networking and news—they're powerful tools that the top tax consulting firms use strategically to attract clients.
We understand that you're busy managing your tax consulting firm and the thought of handling social media might feel like an additional burden.
But here's the deal: you don't need to be a social media expert or spend a fortune to make it work. Just a few minutes a day can bring a couple of new clients to your firm.
To help you out, we have built a free list of content ideas - also, for a full action plan, please check our strategy pack for tax consultants.
Get the content idea list made for tax firm owners
A lot of tax firms manage to post engaging content on social media. Here is a free tool to to get you started.
Content that always work well for a tax consulting firm
We have studied dozens of tax consulting firms’ social media accounts when building strategy pack for tax consultants - here is what seems to always work.
| Content Type | Why It Works to Get New Clients for Your Tax Consulting Firm |
|---|---|
| Informative Tax Tips | Sharing valuable tax tips and advice can position your firm as an expert in the field, attracting potential clients seeking reliable information. |
| Behind-the-Scenes Videos | Showcasing your office environment, team members, and work processes builds trust and creates a connection with your audience. |
| Client Testimonials | Positive reviews and testimonials from satisfied clients provide social proof and encourage others to use your services. |
| Special Offers and Promotions | Announcing limited-time offers, discounts on consultations, or free initial assessments can attract new clients looking for deals. |
| User-Generated Content | Sharing content created by clients (testimonials, success stories) engages the community and adds authenticity to your brand. |
| Local Collaborations | Partnering with local businesses or influencers can introduce your firm to a broader, local audience. |
| Event Announcements | Promoting upcoming webinars, workshops, or seminars can attract new clients interested in learning more about tax-related topics. |
| Seasonal and Holiday Posts | Highlighting tax deadlines, seasonal tax tips, or holiday-related financial advice can attract clients looking for timely information. |
| Interactive Content | Polls, quizzes, and Q&A sessions engage followers and create a sense of community, encouraging them to seek your services. |
| Case Studies | Sharing detailed case studies of how you helped clients can intrigue potential clients and demonstrate your expertise. |
| Daily Tax Updates | Regularly updating followers with daily tax news and changes keeps your firm top-of-mind and positions you as a go-to resource. |
| Behind-the-Scenes Staff Stories | Featuring stories about your team members creates a personal connection and humanizes your brand. |
| Tax Preparation Tips | Sharing tips and tricks for tax preparation can engage followers who are looking to optimize their tax filings. |
| Sustainability Initiatives | Highlighting sustainable business practices or community involvement appeals to socially conscious clients. |
| Client Spotlights | Featuring regular clients creates a sense of community and makes others want to be part of that group. |
| Contests and Giveaways | Running contests and giveaways can increase engagement and attract new followers, many of whom may convert into clients. |
Some tax firms make 5x more profit than you!
We have studied the strategies of the best tax firms in the world. Replicate them now!
How can tax firm owners make great content on social media?
What to Prioritize
You probably know it already, but clear and concise communication of your tax consulting services is essential.
Clients need to understand the value you bring. Make sure your website and marketing materials are well-organized, informative, and easy to navigate.
Also, post regularly to keep your audience engaged. It doesn’t have to be daily, but find a schedule that works for you and stick to it. We have prepared a free content calendar for you.
Of course, respond to inquiries and messages quickly. People appreciate timely interaction and it makes them feel valued. Don’t just be another “faceless” firm.
Show the real side of your business. Behind-the-scenes insights, team member stories, and client testimonials can create a personal connection with your audience.
If you want to keep your potential clients excited, highlight any special services, workshops, or seasonal tax tips. Make sure your followers know what’s new and beneficial.
Finally, share positive reviews and testimonials. Social proof is powerful and can help attract new clients.
What Doesn’t Matter as Much
Overly polished content does not really matter. Your posts don’t need to be perfect. Authenticity can be more engaging than highly produced content.
Also, don’t feel pressured to jump on every social media trend. Focus on what fits your firm’s “image” and what your audience likes.
If you have a low budget to conduct marketing for your tax consulting firm, don’t immediately go for paid Ads. Organic reach can still be effective with good content and engagement. You will find tons of tactics and strategies in our strategy pack for tax consultants.
How to Do It Fast and Efficient
First, spend a few hours once a week drafting blog posts, recording informational videos, and planning social media updates. This way, you’re not scrambling daily.
Use Scheduling Tools - tools like Buffer or Hootsuite can schedule posts in advance, saving you time.
Repurpose and use the same content across different platforms. A blog post on your website can be a LinkedIn article or a tweet on Twitter.
Encourage clients to share their success stories and tag your firm. This is what we call “User-Generated Content”. Reposting these can save you time and build community.
Use apps like Canva for quick and easy graphic design, or Lightroom for photo editing. These tools can make your content look professional with minimal effort.
Low-budget content ideas for tax firms on social media
Our team has curated a list of highly specific, budget-friendly content ideas tailored for tax consulting firms, complete with practical tips to keep costs low and effectively leverage social media.
You might want to incorporate some of these ideas in the marketing plan of your tax consulting firm.
| Content Type | Tips to Make It More Affordable |
|---|---|
| Smartphone Tax Tips Videos | Use natural light by filming near windows during daytime. Enhance videos with free apps like Snapseed or VSCO. |
| Client Testimonials | Ask satisfied clients to leave a quick video testimonial on their phone. Offer a free consultation or a small discount as a thank-you. |
| User-Generated Content | Encourage clients to share their experiences by offering a monthly raffle for those who tag your firm on LinkedIn. |
| DIY Tax Advice Videos | Film short, simple tax advice videos using a smartphone and a basic tripod. Use free editing software like iMovie or OpenShot. |
| Behind-the-Scenes Stories | Use Instagram Stories or Facebook Live to give a real-time look at your daily operations or introduce the team during slow hours. |
| Tax Tip of the Day Posts | Design simple, eye-catching graphics for daily tax tips using free tools like Canva. Include a brief description and a relevant image. |
| Staff Spotlights | Feature staff members with a casual photo and fun facts about them. Use your smartphone and a natural setting in the office. |
| Simple Polls and Questions | Engage followers with free Instagram or Facebook polls about their tax concerns or suggestions for new services. |
| Local Event Promotions | Collaborate with local events by offering a small discount or coupon. Cross-promote each other's content to reach a wider audience. |
| Community Involvement Posts | Post photos and short stories about your participation in local charity events or partnerships with community organizations. |
| Client Spotlights | Highlight loyal clients with their success stories. Take a quick photo and share a short story about their experience with your firm. |
| Office Photos | Create attractive office settings using inexpensive items like plants, desk organizers, and props from dollar stores. |
| Financial Literacy Tips | Share financial literacy practices such as budgeting or saving tips. Create simple infographics with free tools like Canva. |
| Behind-the-Scenes Prep | Record short clips of the office prep work, such as organizing files or setting up client meetings. Compile them into a quick video using free tools. |
| Simple Contests and Giveaways | Run social media contests where participants like, share, or tag friends to win a free consultation. Use prizes that are cost-effective like a free tax review. |
| Seasonal Tax Advice Posts | Highlight seasonal tax advice using natural light and your smartphone camera. Share the story behind the advice to add interest. |
Copy the tactics of the best tax firms in the world!
There are tax firms that make way more money than you do. We have studied their tactics. Get them now!
Exceptionally creative and innovative content ideas specifically for tax firms
Investing in top-tier social media content for your tax consulting firm can be a game-changer. Many firms overlook this, giving you a golden opportunity to stand out, capture attention, and build a loyal client base.
| Content Type | Why It Could Bring a LOT of Clients |
|---|---|
| Live Tax Q&A Sessions | Hosting live Q&A sessions where your tax experts answer common tax questions can build trust and attract a wide audience seeking reliable advice. |
| Virtual Office Tours | Offering virtual tours of your office, including client meeting rooms and workspaces, can provide a transparent and welcoming experience, encouraging potential clients to reach out. |
| Exclusive Tax Tips | Sharing exclusive tax-saving tips and strategies through limited-time posts can generate excitement and urgency, attracting new and repeat clients. |
| Client Success Stories | Featuring detailed success stories of clients who have benefited from your services can create a memorable impression and drive word-of-mouth referrals. |
| Interactive Tax Calculators | Implementing interactive tax calculators on your website can help clients visualize their potential savings, enhancing their experience and attracting tech-savvy individuals. |
| Themed Tax Workshops | Hosting themed tax workshops, such as "Tax Planning for Small Businesses" or "Retirement Tax Strategies," can provide valuable insights and attract specific client groups. |
| Tax Challenge Contests | Organizing tax-related contests (e.g., "Guess the Tax Deduction") can create engaging content, attracting competitive participants and spectators. |
| Collaborative Webinars | Partnering with other financial experts to host webinars can introduce your firm to new audiences and create a buzz in the financial community. |
| Story-Driven Social Media Posts | Sharing in-depth stories about your firm's history, the journey of your tax consultants, or client testimonials can create an emotional connection with potential clients. |
| Interactive Tax Planning | Allowing clients to participate in tax planning decisions via social media polls can make them feel involved and eager to see the results of their input. |
| Eco-Friendly Initiatives | Launching and promoting eco-friendly initiatives, such as paperless filing or sustainable office practices, can attract environmentally conscious clients and media attention. |
| Pop-Up Tax Clinics | Operating pop-up tax clinics in different locations or at local events can expand your reach and attract new clients who may seek your services later. |
| Tax Newsletter Subscription | Offering a subscription service where clients receive monthly tax tips and updates can create a loyal client base. |
| Immersive Tax Workshops | Hosting workshops where clients can learn advanced tax strategies from your experts can attract financial enthusiasts and create a sense of exclusivity. |
| Flash Mob Tax Consultations | Organizing flash mob tax consultation events in unexpected locations can create viral content and attract clients looking for unique experiences. |
Content that never works well for tax firms on social media
Don't waste your time and resources on these strategies. We've seen many tax consulting firms make these mistakes, and they won't help you stand out from the competition or attract new clients to your firm.
| Content Type | Why It Never Works for Tax Consulting Firms | Do This Instead |
|---|---|---|
| Generic Stock Photos | They lack authenticity and can make the firm appear unoriginal or untrustworthy. | Use real photos of your team, office, and client interactions to create a genuine connection with your audience. |
| Overly Promotional Posts | Constantly pushing services can feel spammy and turn off followers. | Mix in engaging content like tax tips, client success stories, and interactive posts to keep your audience interested. |
| Unrelated Content | Posting content that has nothing to do with tax consulting confuses followers and dilutes your brand. | Keep your content focused on tax advice, industry news, and related topics to maintain relevance and interest. |
| Low-Quality Videos | Poorly shot or edited videos can reflect badly on your firm's quality and professionalism. | Invest in basic video equipment or hire a local videographer to produce high-quality videos that showcase your expertise positively. |
| Political or Controversial Posts | These can alienate parts of your audience and lead to negative backlash. | Stick to neutral, positive content that focuses on tax consulting, community, and your firm's unique offerings. |
| Too Many Hashtags | Overusing hashtags can look desperate and reduce engagement by making posts look cluttered. | Use a few relevant, targeted hashtags to increase visibility without overwhelming your audience. |
| Automated Replies and Messages | They can come off as impersonal and frustrate clients looking for genuine interaction. | Respond personally to comments and messages to show that you care about your clients and value their feedback. |
| Overly Staged Photos | Photos that look too perfect can seem inauthentic and less relatable. | Use natural lighting and casual settings to make your photos feel more genuine and inviting. |
| Constant Self-Promotion | Only talking about your firm can bore followers and reduce engagement. | Share user-generated content, collaborate with local businesses, and highlight community involvement to diversify your content. |
| Negative or Defensive Responses | Responding poorly to criticism can damage your reputation and discourage potential clients. | Address negative feedback calmly and constructively, showing that you are willing to improve and value client input. |
| Ignoring Social Media Trends | Being out of touch with current trends can make your firm seem outdated and unappealing. | Stay updated with social media trends and incorporate them creatively into your content strategy to keep your audience engaged and excited. |
| Excessive Posting | Posting too frequently can overwhelm your followers and lead to unfollows. | Maintain a consistent but moderate posting schedule, ensuring each post adds value and keeps your audience looking forward to your updates. |
| Complex or Confusing Promotions | Promotions that are hard to understand can frustrate clients and deter participation. | Offer simple, clear, and straightforward promotions that are easy for clients to grasp and engage with. |
| Ignoring Comments and Messages | Not engaging with your audience can make them feel undervalued and reduce their loyalty. | Regularly respond to comments and messages to build a strong, interactive community around your firm. |
Make your tax consulting firm more profitable
We have studied the strategies of the best tax firms in the world. All their tactics are explained in our pack!
Why social media can be a big pay-off for your tax consulting firm
We understand that as a small business owner, you might feel hesitant about diving into social media marketing.
The world of social media can seem foreign and filled with confusing jargon. You might believe that it's more suited for big corporations rather than small businesses like yours.
The day-to-day demands of running your business are already overwhelming, leaving little time for additional tasks like social media.
It's common to think that social media marketing is an expensive endeavor, one that your tight profit margins can't support. Plus, the sheer number of social media platforms can lead to indecision and skepticism, especially if previous efforts haven't yielded the results you hoped for.
That's why we've created a "marketing pack" specifically designed for small business owners like you.
Our pack addresses all the issues you might face, offering simple, cost-effective strategies that don't require a marketing expert or a big budget for your business. These documents are straightforward and easy to understand, cutting through the jargon and focusing on what really works for small businesses on social media.
We provide clear, actionable steps for creating engaging posts, building a loyal following, and boosting your business's visibility online.
With our social media marketing pack, you can invest in your business's growth without feeling overwhelmed or uncertain.
Your tax consulting firm could make more money!
Most tax firm owners don't know how to grow their business. Let us teach you the right strategies.
