Let’s face it – most accountants didn’t get into the profession because they love marketing.
You’re brilliant with numbers. You’re fantastic at helping clients optimise their finances. You’re an expert at understanding and interpreting tax legislation. But when it comes to creating content that attracts new clients? That’s often where things grind to a halt.
I’ve worked with dozens of accountants who know they need a stronger online presence. But they struggle to find the time (or words) to make it happen.
This guide to AI for accountants will show you exactly how modern tools can transform your accounting practice’s marketing efforts. Here’s where AI Large Language Models (LLMs) are changing marketing for accounting firms everywhere.
1. Create jargon-free explanations of complex financial concepts
How many times have you tried to explain a tax rule to a client, only to see their eyes glaze over? AI can help you translate complex accounting concepts into plain English that resonates with your target audience.
Try this prompt: “Explain [complex tax concept] in simple terms as if speaking to a small business owner who has no accounting background. Use everyday examples, analogies or stories and avoid overly technical jargon.”
The AI will give you a draft you can personalise with your specific client examples and professional insights.
2. Generate FAQs based on seasonal tax concerns
Every tax season brings a flurry of similar questions from clients. Instead of typing out the same responses repeatedly, use AI to create comprehensive FAQ content.
Simply input: “Create 10 FAQ questions and detailed answers about [self-assessment tax returns/year-end tax planning/recent tax changes] for small business owners.”
Review the output and add your specific advice, tailored to the intended audience. Now. you’ve got valuable content ready to share across your website, emails, and social media.
3. Develop an educational content series for different client segments
Your diverse client base has different needs. Contractors have different concerns than property investors or retail businesses.
Use AI to help you map out content series tailored to each segment:
“Create an outline for a 5-part email series for freelance contractors explaining how they can optimise their tax situation, including allowable expenses, pension considerations, and record-keeping requirements.”
This gives you a solid framework you can adapt with your specific expertise.
4. Transform your technical know-how into engaging social media posts
You might understand the latest Finance Act inside out, but translating that knowledge into engaging social posts is another skill entirely.
Try: “Create 5 LinkedIn post ideas explaining how the recent changes to [relevant tax law] will impact small business owners. Each post should be conversational, include a clear takeaway, and end with a thought-provoking question.”
The LLM will give you draft posts that you can then refine with your professional voice and insights.
5. Create case studies that protect client confidentiality
Case studies are powerful for showing potential clients how you’ve helped others, but maintaining confidentiality can be tricky.
AI can help: “Generate a fictionalised case study based on the following scenario [describe a common client situation without identifiable details]. The case study should highlight the problem, the solution provided, and the financial benefits achieved.”
The result? Compelling stories that demonstrate your expertise without compromising client privacy.
6. Draft regular client newsletters in your voice
Consistent communication keeps you top-of-mind with clients, but it’s often the first thing dropped when you’re busy.
Try: “Draft a monthly newsletter introduction for an accounting firm in April. The tone should be professional but warm. Include a mention of the new tax year, a seasonal tip for businesses, and a brief update on [recent relevant changes].”
Just add your personal touch and firm-specific news before sending.
7. Create different versions of accountant content marketing for different platforms
That tax planning article you wrote for your website can have multiple lives across different platforms – if you have time to adapt it.
AI can help: “Take this article about [paste your article] and create 3 variations: a LinkedIn post under 1300 characters, a more conversational version for a blog post, and a script for a 2-minute video explanation.”
This multiplies your content output without multiplying your time investment.
The key to success: Human expertise + AI for accountants
The accounting practices seeing the best results aren’t just copying and pasting whatever the machine produces. They’re creating the first draft, then applying their professional knowledge, personal voice, and client understanding to make the content truly valuable. AI plus human = Efficient Creativity.
Remember when implementing AI content marketing for your accounting firm:
- Always fact-check any figures or tax rules mentioned
- Add your unique professional perspective
- Include relevant examples from your own practice
- Maintain your professional standards around advice
- Leverage LLMs for accounting firms while preserving your expertise
Ready to use AI for accountants to transform your accounting practice?
If you’re intrigued by the possibilities of AI for accountants but unsure where to start, my “AI LLMs for Small Business” course is designed specifically for accounting professionals like you.
I’ll show you exactly how to create prompts that generate useful accounting content, how to efficiently edit AI outputs to maintain professional standards, and how to build a content system that leverages both AI efficiency and your accounting expertise.
The accounting firms that will thrive in the coming years aren’t those who AI for accountants or those who rely on AI entirely. Success will come to those who find the perfect balance – using Claude or ChatGPT to handle the heavy lifting while focusing their human expertise on the strategic thinking and relationship building that truly sets them apart.
Join my latest AI for Small Business Owners course and save yourself hours every week.
Don’t let your competitors be the only ones embracing these powerful new AI tools for accountants.