Financial Firm Owners
Attract Your Dream Clients, Boost Your Firm’s Reputation & Drive Leads
Financial Firm Owners
Attract Your Dream Clients, Boost Your Firm’s Reputation & Drive Leads
Are you fed up with trying to market your practice?
Growing a practice is hard.
You’re probably worried about staffing, where your next client will come from, and to top it all of you’re being pulled in a thousand different directions.
-
Inefficient
You’re up writing blog posts, newsletters and trying to come up with content for socials all from scratch with no idea whether any of it is actually helping.
-
Investment
Time is money, and no one knows that better than you. Your team needs you, your clients are screaming for attention, all while you try to hit your revenue goals and have a life.
-
Fear
You know you have to be on social media, and want the visibility, recognition and leads that come from doing it properly, but have no idea where to start…
In the digital world time IS of the essence
For accountants and mortgage brokers, your digital footprint is non-negotiable.
It’s your reputation, revenue, and retention strategy. The longer you delay and “settle” in your practice, the further away you become from your financial projections and practice’s KPIs.
If you are in one of the situations below, you need specialised attention.
Your practice growth requires more than stock images, ChatGPT copy, and posting every now and then.
-
You want to come across as legitimate & established
Sole Practitioner (12-36 months)
You’ve come out of practice from the Big 4 or Top 100 Accounting Firms, or Banks, and are hungry to establish your practice. You’re networking like crazy, have already exceeded your base-line salary, and have even had clients move over to you from your old practice. You’re doing everything and thrive off the momentum you’ve achieved to date, and want MORE.
-
You want visibility & leads
Lifestyle Builder (3-8 years)
It’s not your first rodeo in practice, and you’ve seen things shift in the industry quite a bit. More red tape, movement in service offerings, and changes in client expectations and loyalty. It’s made you realise you have to be proactive and optimise things… you’re revising everything, your client base, pricing, service-offering mix, even where your next employee is going to come from.
-
You want an ROI & your time back
Empire Builder (8+ years)
You know you have to be on social media, and want the visibility, recognition and leads that come from doing it properly, but receive conflicting advice online, and genuinely don’t have time to implement… PLUS your experiences to date with agencies, internal staff and offshoring have been mediocre.
Testimonials
From No Visibility To Consistent Leads & Being Stopped In The Street
I felt stuck in my practice. No leads, people didn’t really get what we did, and it meant I was unable to hire or scale my practice.
When Socials For Accountants came along, I was sceptical that social media could really have a big impact.
After the team found my differentiation for me, gave us a whole rebrand, new website build, and plugged in quality socials, in less than 4 months of going live, it all clicked.
Leads come in consistently every month (I’ve never had someone come through the contact form in the past other than spam), and I feel a bit famous in my local area. People stop me in the street and want to talk about what I do for business owners (insane!). Plus, I’ve now hired 3 staff, and continue to land business clients that will be with me for life.
Great ROI, and I’m now a firm believer in the power of what Socials For Accountants does.
Josh Staniforth
Director & Chartered Accountant, Uprise Accounting
Wish there was a way to reclaim your time, boost your revenue, and gain recognition?
The truth is the accounting and finance industry is changing (yes, slowly but surely)... but your current and prospective clients? They’re miles ahead, and operate completely differently.
your clients
01
Binging on social media
Every single day, multiple times a day… on their way to work, in between appointments, honestly, even on the toilet!? Regardless of when they are on socials, the best part is, they haven’t got their guard up.
02
Have no idea who you are
Your firm is invisible! It’s not on their radar, or anyone else’s for that matter, unless you make it - that’s the power of content creation. What you put in is what you get out, and that’s views, leads, conversations etc.
03
Want a better accountant and/or mortgage broker
If you’re better, confident in your offering, getting business owners results, you need to showcase that. There is an epidemic of business owners stuck with providers who are leaving much to be desired. So get out there and showcase your value, because no one is going to do it for you… even your word of mouth is slow and out of your control.
We make financial firms visible. money. recognised. relevant.
We make
financial firms
visible.
money.
recognised.
relevant.
Award-Winning Social Media For Financial Firms Specialists
There’s a significant difference between merely creating and posting for clients versus actually achieving results and seeing a return on investment.
Our specialty lies in helping financial firms
Establish their firm’s potential with content that resonates with their dream clients
Our specialty lies in helping financial firms
Establish their firm’s potential with content that resonates with their dream clients
Our specialty lies in helping financial firms
Establish their firm’s potential with content that resonates with their dream clients
HERE'S WHAT YOU CAN EXPECT
49+
New 'Business'
Followers / Month
11,999+
Accounts Reached
/ Month
1299%
Increase In
Website Traffic
47
Avg. Qualified
Leads Annually
Firms we've helped
Proven Social Media Results
Plus Lead & Revenue Generation Results
Who do we work with?
We only work with financial firm owners who actually deliver a quality service.
Marketing can never fix a broken business, it adds to the work you are doing.
We take pride in our ability to transform businesses through social media, and we only work with clients who share our passion for success, optimisation and market feedback.
Our commitment to excellence is unmatched, and our first-hand experience in accounting and finance means less hassle, time and work for you.
Who do we work with?
We only work with financial firm owners who actually deliver a quality service.
Marketing can never fix a broken business, it adds to the work you are doing.
We take pride in our ability to transform businesses through social media, and we only work with clients who share our passion for success, optimisation and market feedback.
Our commitment to excellence is unmatched, and our first-hand experience in accounting and finance means less hassle, time and work for you.
Led by Expertise, Driven by Results
Socials For Accountants is led by Catalina Smith, a Chartered Accountant with over 10+ years of experience across Accounting, Finance and Social Media.
Cat, after being accredited as both an Accountant and Lawyer, and working for firms like Deloitte which has an acceptance rate of less than 2%, built Socials For Accountants after she saw financial service firm owners continually struggling to be seen, generate consistent leads, and failing to translate their expertise into a powerful digital presence to be leveraged.
Now, four years since its inception, Socials For Accountants has aided over 60+ accounting firms, mortgage brokers, HR specialists, and others in the financial services space.
Their goal is to help brands establish their online presence through services such as content creation, lead generation and funnels specifically built and tested for financial service firms.
Under Cat’s leadership, Socials For Accountants continues to influence the financial services and digital marketing landscape.
Featured In
Featured In
The Most Effective Funnel For Financial Service Firms
We operate on our three pillar social media framework that does not disappoint:
Content that resonates
Ads that captivate
Funnel that dominates
Think of us as your Chartered Accountants X Social Media Specialists hybrid: a very unique skillset that allows us to provide you with a start to finish solution, peace of mind and a tangible ROI.
P.S. Unlike other agencies, you don’t have to explain accounting or finance concepts to us.
Just fill us in on what matters to you, and we find your differentiation and winning angle!
Testimonials
Seeing what you’ve done for my firm has given me a lot of confidence.
It was the right decision to take this step and it’s more than what I could have imagined.
I am so not a social media person, and I have no idea about marketing.
I’ve gone through all my referrals through socials, and it’s working. Whatever you’re doing, it’s working.
I’m so glad I did this with you.
Leanne Tinyow
Director & SMSF Specialist, SMSF CoPilot
Firms we've helped
The Proof Is In The Pudding
Here’s some recently client results we’ve achieved
1,000,000+
Views Across Firms
$600k+
in Ad Spend
89%
of firms who work with us go on to be recognised at Industry Awards
