CPA Social Media Marketing Campaigns Crafted by Accountants

Our agency creates social media campaigns for accountants and professionals in the financial services sector. More than getting likes and comments, our CPA social media marketing generates leads and engages your target audience.


Social media marketing enables accountants to gain more clients in the digital space:

Form New Business Relationships

Social media isn’t only for catching up or sharing news with existing clients. It’s also an effective way to meet potential clients. Positive social media exposure also opens the doors to business opportunities.

Delineate the Industry

Many new clients lack the knowledge necessary to determine what type of accounting or financial services they need. Informative social media posts turn that around and boost your credibility.

Maintain Online Visibility

What’s the point of a well-optimized website if there aren’t other online marketing tools that lead to it? A consistent social media presence keeps you top-of-mind for prospective and existing clients.

How Financial Firms Benefit from Social Media Management

Social media managers and marketers who specialize in accounting and financial firms contribute to:

Outperform Your Competitors

Three out of 4 accountants use social media to promote their services. With experienced marketers on your side, you won’t just join your established competitors — you’ll outperform them.

Better Brand Recognition

Through regular social media posts, prospective clients will discover your firm. They’ll recognize the need for your services, and they’ll associate you with excellent accounting services. Your social media posts create the first interaction for many potential clients.

More Engaged Client Services

By responding to your clients’ concerns and questions on social media, you let them know that your firm has responsive customer service. It’s also far more convenient for a customer to tweet or send a Facebook message than go to your site. Any customer would appreciate the convenience.

Increased Website Traffic

Social media marketing gives accounting firms more than just popularity. Our marketers create shareable posts with links to your website. The links boost website traffic and bring visitors a step closer to conversion.

Discover What ScalingYou Can Do For You

What makes us different from other agencies is that we have accountants on our team. We understand, better than anyone, the need for social media in your industry, the best ways to connect with your market, and the language needed to establish your credibility.

Find out what we can do for you.

How it Works

1. Review

Our marketers study your brand, target market, and current standing on social media (if you have existing accounts). We’ll review your branding elements, the right images, the most profitable hashtags. We’ll then craft a social media strategy with measurable goals and clear action steps.

2. Plan

We leverage analytics to generate high-quality leads. Using Facebook’s audience data, we create compelling ads that reach a specific audience, whether those are SMEs or self-employed individuals, within a geographical limit. We’ll also build a content calendar, which is a schedule of all posts to be published, to keep your accounts updated and active.

3. Monitoring

Once the campaign is launched, we monitor engagements closely and measure them against our target metrics. You will receive regular progress reports, so you will know how your social media marketing campaign is working for your accounting firm.

Why Work with ScalingYou

ScalingYou provides social media campaigns for businesses that manage money, from accountants to financial advisors. Our team is led Marketing professionals who also happen to be CPA passers and CFA Level 1 passers. We speak your language and understand what your clients need to hear.

Measurable Success Metrics

Your campaign will have concrete metrics to determine success. We don’t settle with virality; we aim for consistent growth, and we measure success through numbers.

Cost-Effective Solutions

Social media services come at a fraction of the price of hiring a social media team. Outsourcing your social campaigns is a better way to increase your bottom line.

Convenient Process

ScalingYou does all the work for you. All you need to do is give us your vision and brand information, and we’ll do the rest. Focus on providing excellent accounting services to your clients.

Seamless Communications

We pride ourselves on our dependable customer support. If you have a concern, our team is one message away.

In addition to social media for financial services, we offer comprehensive digital marketing strategies including SEO, content marketing, and other relevant services.

Email us at to schedule a free strategy session.

How Social Media
Marketing Works

Accounting firms and financial institutions are always crunching their numbers and looking after client relationships. There’s barely enough time to engage with potential and existing clients on social media. Developing a strong online following tends to end up on the back burner.

But social media is now integral in online marketing, especially for CPAs. Social media marketing helps you establish brand presence across the platforms your clients most often spend their time on. And you need a team that can effectively deliver the strategy, branding, and messaging for the professional services industry. You need someone knowledgeable in both social media and finance.


Do You Create Viral Campaigns?

Virality isn’t our goal because it doesn’t generate sustainable growth for accountants. We want our clients to enjoy a consistent, not fluctuating, growth, and we have the expertise to deliver that.

What are Your Accountancy Credentials?

Across our team and advisors, we have one CPA, two managers who have passed the CPA exams, and two managers who have passed level 1 of the CFA. Our founder Wayne Hsu, has an extensive experience in CPA firms, including four years of audit and advisory at KPMG.

How Long Does a Campaign Last?

It depends on the services needed by our client. Whatever the project duration is, you can expect the schedule to be followed to the letter. If you’re interested in crafting a campaign, reach out to our team today.

Set an initial consultation with us

Complete our contact form to arrange a free strategy session with our team.

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