Lead generation unlocked: Mastering social media for accountants

Social media isn’t just about likes and followers—it’s a powerful tool to reshape perceptions, build trust, and drive leads to your firm. But are you using it to its full potential?

In this video, Catalina Smith from Socials for Accountants challenges everything you thought you knew about social media, and shows you how to harness it strategically to expand your digital footprint, nurture leads, and grow your business.

You’ll learn how to:

1️⃣ Rethink the public perception of accountants: Understand how consumer psychology and behavior shape client expectations and why it’s time to redefine what it means to be an accountant in the digital age.

2️⃣ Master lead generation and nurturing: Explore the evolution of a lead—from discovery to conversion—and learn practical strategies to guide prospects through your pipeline effectively.

3️⃣ Expand your digital footprint: Discover actionable tools and tactics to amplify your reach, execute a strategy, and achieve measurable ROI from your efforts.

This isn’t just theory. Catalina walks you through real-world examples, psychological insights, and proven approaches that firms like yours have used to grow their online presence and attract their ideal clients.

Further resources

Download the presentation slides.