Getting Bookkeeping Clients

Getting Bookkeeping Clients Through Social Media

In today’s fast-paced world, no one can deny the importance of social media. While most of the young generation uses social platforms for just entertainment and fun, professional individuals can get the most out of it. Accounting professionals nowadays are getting a good number of clients from social media like Facebook, Instagram, LinkedIn, etc. Digitalization has changed the whole world and no one is now bound to just a 9 to 5 job. Social media is not only a source of entertainment but it is now providing opportunities for better livelihood too.  This blog post is packed with useful tips and tricks that are very simple yet effective in getting clients by using social media. So, let’s get started!

Understanding Your Audience

The first and most important step is to know your audience. What type of audience do you want or have to target? So, if you are a bookkeeper, you should target small business owners having few employees. Targeting large-scale businesses will not be a wise idea as mostly they have an in-house team to keep their finances updated. 

Establishing Your Online Presence

Once knowing your audience well it’s time to establish your prominent online presence. Make your professional profiles on different social media platforms. It is important to have a clear professional picture on your account. Additionally, you have to showcase your experience, expertise, and services, and don’t forget to add a compelling bio to your social media accounts. Also, mention your contact number and if you have a website, it’s a plus point. Add your website URL too in your social media accounts.

Content is Key

Now once you are done with setting up profiles, it’s time to create engaging and useful content on those platforms. A bookkeeper should post tips and useful methods of efficient bookkeeping services, the latest trends in accounting regarding software, etc.  It’s important to note that you should focus on the quality of your content rather than quantity. Most newbies post a lot of random stuff on their profiles which is of no use. Try to post relevant and professional stuff that shows your authority in the relevant field. It’s good to share some short videos explaining complex financial terms in the easiest language.

Getting Your Audience’s Attention

When you use social media, you have to be social. Respond promptly to comments, inbox messages, and other queries asked on different platforms. By doing so people will come to know that you have the required knowledge and expertise. As a result, you will be able to build a good reputation and you could convert that audience to loyal clients.

Utilizing Paid Advertising

Organic reach is a proven method of engagement but it is a slow process. It takes a lot of time and effort to find clients through organic means. The best alternative is paid advertising. Platforms like Facebook, Instagram, and LinkedIn offer paid campaigns in which you can select a targeted audience along with your desired location and other options. Make use of these paid advertising methods to reach a larger pool of customers.   

Networking and Collaboration

Social media is a hub of networking opportunities. Join relevant groups and communities to have a broader reach. Try to collaborate with tax consultants, financial advisors, and business coaches. In any field, networking plays a very important role. Let the others know about your capabilities to unlock the doors of success. Now networking is much easier than before after the advent of social media. 

Showcasing Client Testimonials and Success Stories

People are more likely to use those services having positive reviews on social platforms. If you have satisfied clients ask them to leave a review on your profile or website. Its also good practice to share success stories of businesses or individuals that have been benefited by your services. The main purpose of sharing such things on your profile is to showcase your credibility. 

Hosting Webinars and Q&A Sessions

By organizing seminars or live Q&As on social media, you can show off your knowledge. Because you can answer questions from possible clients and show off your knowledge, these sessions help you become known as an expert in the bookkeeping field. To get people interested in and attending these events, spread the word ahead of time.

Utilizing Hashtags Effectively

Another great technique to make your content more discoverable is to use proper and trending hashtags. Try to find out those hashtags that are performing well on social media and use them in your content. Also, make your own branded hashtag to engage with your audience. 

Monitoring Analytics and Adjusting Strategies

Once you are done with doing all the necessary things, you should then focus on analytics provided by social platforms. You will be able to know which post performed well and at which time you should post content for better audience reach. Then make necessary adjustments in your current strategy to broaden your reach.


In conclusion, getting clients through social media platforms requires a strategic approach. You have to build your online reputation by creating engaging content, showcasing your expertise, and sometimes using paid campaigns too. Your social platforms’ credibility plays an important role in getting new customers.