Facebook Success for Accountants

Millions of people use Facebook daily. Even if the platform is not their primary choice for social media, your target audience will likely spend some time there.   So, you can create more brand awareness when you post on Facebook as a business.  It is also a great place to build a community and engage with your audience.

Many accountants make the mistake of only posting on social media when it’s tax time, but that is a missed opportunity. Your Facebook audience will want to engage with you year-round, especially if your posts are informative and personal. 

A great Facebook strategy can even help drive traffic to your website and increase your ranking on search engines.

Here is a guide for Accountants on how to set up your Accounting Firm’s Facebook Business Page. 

1. All Facebook Accounts are linked to a personal page. This is a Facebook policy, so you must adhere to it. People interacting with your business cannot see your personal page or posts unless you have given them permission to do so.
2. Click on the “pages” section in the left-hand menu, then click “Create New Page.”
3. At this point, you will begin creating your page.  You will want to make sure that anything you enter beyond this point is consistent with your brand and brand messaging.  You are allowed to identify up to three categories for your business: Accountant, Tax Preparation Services, or Financial Services.  You can also write a short bio, which I often call an elevator pitch. This information helps visitors understand what your page is about, so think through what you want to say and update it frequently.
4. Upload a profile photo, cover photo, and your company logo. Don’t just choose any picture; be deliberate and follow Facebook’s size guidelines so that your page looks professional.   Being creative works well, so have your marketing agency make these assets for you. If you are creating them on your own, try Canva. Canva is very user-friendly and is a good starting point for creating social media assets.
5. The next step is to add details about your business. It is imperative (for search engine optimization (SEO)) that your name, address, and phone number match those on your Google Business Profile Page exactly.
6. Determine what you want your visitors to do: Do you want them to call, schedule a consultation, or contact you? Either way, create a call-to-action (CTA) button encouraging them to engage with you.
7. Now, you are ready to create your first post. Welcome them to your site. If you are doing this on your own, try using AI-enabled software to assist you. We really like Ocoya.