Social media for CPA and accounting firms
Posting is not the problem. Distribution is.
Most firms already post. The content is competent, the reach is small, and nothing arrives in the diary. We build social as a paid distribution and follow-up system instead: positioning around one defined niche, Meta campaigns pointed at a landing page that converts, and every enquiry tracked into a CRM that follows up automatically.
- Enquiries tracked from first click through to booked call
- Content aimed at one niche instead of every small business
- Paid distribution so reach does not depend on the algorithm
- Automatic follow-up on every enquiry, including out of hours
Fixed monthly, no long-term contract. If the numbers are not moving after three months, you keep the landing pages, the campaign structure and the CRM build.
Check the fit first
Six questions on your firm, your capacity and where enquiries currently come from.
What our clients say
★★★★★
Leads they could not reach alone
"Generated a large number of leads for our business which we could never have reached or managed on our own."
★★★★★
A new client at £250 plus VAT monthly
"Since starting with Fiscal Flow last year, we have now seen a few clients added to our portfolio, with one of them being £250 + VAT per month, producing a great ROI."
★★★★★
Traffic up since the site went live
"The website looks incredible, feels modern and professional, and has exceeded our expectations."
★★★★★
Results held up over the long term
"Great persistent marketing with good long term results."
Sound familiar?
Posting three times a week, hearing nothing back?
Someone in the practice writes the posts, usually late in the evening. Engagement comes from other accountants and a few existing clients. There is no way to tell which post produced the one enquiry you did get, so the whole activity sits outside the numbers you actually manage the firm by.
- Organic reach limited to existing clients and other accountants
- No link between a post, an enquiry and a signed client
- Enquiries arriving on Instagram or Facebook and sitting unanswered for days
What a working system looks like
Social becomes a measurable acquisition channel with paid distribution behind it. The audience is defined, the destination converts, and every enquiry lands somewhere with a follow-up sequence attached.
- Paid distribution puts your offer in front of a defined audience daily
- Every enquiry attributed back to campaign, creative and spend
- Messages and form fills routed into one CRM inbox with automated replies
- Fixed monthly cost, no long-term contract, no percentage of spend
What the system produced
Two accounts where paid acquisition and CRM automation replaced ad hoc posting. Both are verbatim Trustpilot reviews with the firm named.
Will has been great since day 1 - clearly explaining his services, how the software works etc. and has responded quickly to any queries I have had. Since starting with Fiscal Flow last year, we have now seen a few clients added to our portfolio, with one of them being £250 + VAT per month, producing a great ROI. We haven't used any real advertising methods/software before (other than google ads) so i was sceptical - but really happy with how things have been going. I have now signed up for the CRM software/SEO side of things with Will and look forward to how this goes!
Generated a large number of leads for our business which we could never have reached or managed on our own.
Three parts, built in order
Positioning first, then paid distribution, then the follow-up layer. Running them out of order is why most firms conclude social does not work for accountants.
Niche positioning and creative angles
Your ads and posts speak to one type of business rather than every small company in the county. We use national business registry data and Google search data to identify which niches have volume in your area, then write the angles around what that niche actually worries about. A dentist reading it should feel it was written for dentists.
PositioningMeta campaigns and landing pages
Paid distribution on Facebook and Instagram, pointed at a landing page built to convert rather than at your homepage. Audiences, creative rotation and budgets are managed weekly against cost per enquiry. You see which creative produced which enquiry.
Paid acquisitionCRM, follow-up and onboarding
Enquiries from ads, direct messages and forms land in one place with automated replies and reminder sequences attached, so nobody waits three days for a response. An AI qualification layer screens enquiries before they reach your calendar. Signed clients then move into a digital onboarding workflow that collects ID, engagement letters and authorisations without email chasing.
AutomationForty plus firms, six public reviews
The firms we work with run between 2 and 20 staff. These are verbatim Trustpilot reviews from three of them, covering different parts of the system.
Sector Knowledge Evident From Day One
“We've been genuinely impressed with Fiscal Flow. As an accountancy practice, we wanted a partner who understood our sector, and they've delivered on that from day one. What stands out most is how responsive and proactive the team is. Queries are dealt with quickly, and they regularly come to us with suggestions and improvements before we've even thought to ask. That kind of forward-thinking support is rare and makes a real difference to a busy practice. The service itself has been excellent throughout, and we're very happy with the results. Highly recommended to any accounting firm looking for a marketing partner who actually delivers.”
Traffic Up Since The Site Went Live
“We couldn't be happier with the work Fiscal Flow has done for us. The website looks incredible, feels modern and professional, and has exceeded our expectations. Since going live, we've already noticed an increase in traffic, and the early signs are very encouraging. The team has been responsive, knowledgeable, and easy to work with throughout the process. We have high hopes for what this will achieve, and based on the results so far, we're confident we're moving in the right direction. Excellent service and highly recommended.”
Lead Connector Already Generating Qualified Traffic
“I cannot recommend Will at Fiscal Flow highly enough. From start to finish, the experience has been seamless. Will is an absolute standout when it comes to communication. He is responsive, proactive, and genuinely invested in the success of the project. I never felt left in the dark; he kept me updated at every stage and was always available to answer questions with clarity and patience. The app and website interface are incredibly intuitive and easy to use. Transitioning to a new system can be daunting, but the instructional videos provided are top-tier—short, clear, and they make the learning curve practically non-existent. The website Will created for me is, quite frankly, absolutely phenomenal. It looks professional, runs fast, and perfectly captures my brand. Furthermore, the Lead Connector is a game-changer. It is remarkably simple to use and is already generating high-quality traffic and leads for my business. If you're looking for someone who delivers high-end results with a stress-free process, look no further than Will. Five stars all the way!”
Built for practices, not for everyone
We work in one vertical. That means the audience research, the creative angles and the onboarding workflows are already tested against accounting firms.
Niche chosen from data, not guesswork
Before any ad runs, we combine national business registry data with Google search data to see which trades and sectors have volume near you and which are already saturated with competing firms. That decision shapes the creative, the landing page and the targeting. You start with a defensible position rather than a general small business message.
Follow-up handled without your staff
Social enquiries arrive at odd hours and go cold quickly. Every message and form fill enters a CRM with automated replies, reminders and an AI qualification layer, which is how Annabel now only has high value opportunities reaching her calendar. Your team is not watching an inbox to make the channel work.
The channel connects to onboarding
Winning more enquiries creates administrative load unless the intake is automated. New clients move through digital onboarding workflows that collect identification, engagement letters and authorisations, integrated with the practice software you already use. Growth stops being a reason to hire another administrator.
Live in four steps
The build takes a few weeks and roughly two hours of your time in total. Everything after that is reported monthly against cost per enquiry.
Qualification quiz, six questions
You answer six questions on firm size, current enquiry sources and capacity to take on clients. It tells us whether paid social is the right channel for you right now, or whether search would come first. No call required at this stage.
Niche and audience review
We bring registry and search data for your area to a single call and agree the niche to lead with. You will see which sectors have demand and which are crowded before committing to a direction. If the data does not support a viable niche near you, we say so.
We build, you approve
Landing pages, creative, campaign structure and CRM automations are built on our side. Your involvement is one review round on the messaging and confirming the calendar and pricing logic. Nothing goes live without your sign off.
Enquiries arrive pre-screened
Campaigns run, the CRM handles first response and qualification, and your calendar fills with calls from businesses in the niche you chose. You read a monthly report showing spend, enquiries, booked calls and clients won. The channel is finally something you can manage by numbers.
“Great persistent marketing with good long term results.”
Not worth it if
Paid social suits some firms and wastes money for others. These are the situations where the quiz will tell you to wait.
- You have no capacity to take on new clients for the next two quarters
- You want brand awareness and follower growth rather than booked calls
- You need clients this month, since paid social takes weeks to stabilise
- You want to stay a generalist and market to every business in your town
If capacity is the constraint, the onboarding automation work usually makes more sense first and costs less. Come back once you can absorb five to ten new clients without adding admin staff.
The questions firms actually ask
Does social media actually bring in accounting clients, or is it just visibility?
Organic posting on its own rarely produces enquiries for a practice, because reach is capped at people who already know you. It works when there is paid distribution behind it, a landing page built to convert and follow-up attached to every enquiry. Chris at Thomas Emlyn Ltd now sees thirty to fifty cold leads a month producing five to ten booked meetings through a data driven outbound engine, and the same principle applies to paid social: the channel is only as good as the system behind it.
What happens after I complete the quiz?
The quiz asks six questions about your firm and returns a straight answer on whether paid social is the right first channel for you. If it is, you get a call with Will Pettifor, who does the strategy and implementation work, and we go through the registry and search data for your area on that call. If the data does not support it, we tell you which channel to start with instead.
We are a four person practice with a decent client list already. Are we too small?
Four is within the range we work with, which is firms of 2 to 20 staff. Firms at that size usually get the most value because one new retained client is material and the partner is still close enough to the numbers to make decisions quickly. Kieran at Swift started with paid lead generation and has since added CRM and SEO as the system proved itself.
Am I locked in, and what do I keep if I stop?
Pricing is a fixed monthly fee with no long-term contract and no percentage of ad spend. Ad budget is paid directly to Meta by you, so you always see the real numbers. If you stop, the landing pages, campaign structures and CRM automations built for your firm remain yours.
Who writes the content and does it need my sign off?
We write the creative and the landing page copy, based on the niche agreed on the strategy call. You review it once before launch and after that we rotate creative against performance without asking each time. Nothing that references a client, a fee or a technical position goes live without your approval.
How do you handle enquiries that are not a good fit?
An AI qualification layer sits on the enquiry form and screens for turnover, service need and readiness before anything reaches your diary. Annabel uses this so her calendar only carries high value opportunities. Poor fit enquiries get a polite automated response rather than a slot in your week.
Stop posting into an empty room
The quiz tells you whether paid social is the right channel for your firm right now, and which niche the data supports near you. Fixed monthly, no long-term contract.