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    What CPA firm owners should post on LinkedIn

    Post what you explain to clients every week: what a tax or rule change means for the businesses you serve, the bookkeeping mistakes you keep cleaning up, and how you think about cash flow, entity choice or advisory work. Keep client details out, don't promise savings or refunds, and follow the AICPA advertising rule, Circular 230 if you practice before the IRS, and your state board's rules. Your posts should make it obvious who you help and how you think.

    Who this is for

    • Owners and partners of CPA, tax, bookkeeping and advisory firms whose own name and judgment help the firm get chosen.
    • Firms with a niche or a clear type of client: dental practices, contractors, ecommerce, real estate investors, nonprofits.
    • Owners who explain things well to clients but can't find time to post, especially from January to April.

    Who this is not for

    • Anyone who wants posts promising savings, refunds or audit outcomes.
    • Firms looking for lead lists, outbound or someone to run DMs.
    • Accountants looking for a job.
    • Anyone who wants AI to invent their positioning or opinions.

    First: the rules (short version)

    Not legal or ethics advice. Check your state board of accountancy's rules too.

    • Nothing false, misleading or deceptive. AICPA Code 1.600.001 says members in public practice can't seek clients through advertising that's false, misleading or deceptive. The interpretation (1.600.010) gives examples, including creating unjustified expectations of favorable results and implying you can influence a court or regulator.
    • Fee claims have to hold up. Same interpretation: don't quote a fee or range if it's likely to go up a lot and you don't say so. If you practice before the IRS, Circular 230 section 10.30 also has rules on publishing fees, including honoring published rates for at least 30 days.
    • Use the CPA credential the way your state allows. AICPA 1.600.100 points you to your state board's rules on using "CPA."
    • Client info stays private. AICPA 1.700.001 is the Confidential Client Information Rule. If you prepare returns, 26 U.S.C. 7216 also makes it a crime to knowingly or recklessly disclose or use return information for anything other than preparing the return. So no client numbers, names or recognizable stories without proper consent.
    • IRS matters. Circular 230 section 10.30 bars false, fraudulent, coercive, misleading or deceptive statements in any public communication about an IRS matter.

    30 post ideas for CPA and accounting firm owners

    All of these work without Mylance. Swap in your niche and the client type you serve.

    Tax season (short and practical, write them ahead)

    1. "The 5 documents I wish every [client type] sent us on day one."
    2. "Filing an extension isn't a red flag. Here's when it's the smart move."
    3. The question you get 20 times a week, answered once, properly.
    4. What slows a return down on your side, and how clients can help.
    5. A quick "what's different this year" for your niche, once the rules are final.
    6. A thank-you to your team, naming what they actually did this season.

    After the season

    1. "What this tax season taught me about [niche]."
    2. The mistake you saw most often this year, and how to avoid it next year.
    3. What you're changing in your own process for next season.

    Planning (the rest of the year)

    1. "Three numbers I'd want every [client type] owner to look at monthly."
    2. How you think about entity choice for a business at a certain stage. General principles, not "you should be an S corp."
    3. What a mid-year check-in with your clients covers.
    4. Year-end planning: the checklist you send clients.
    5. "Writing it off doesn't mean it's free." Explain what a deduction is actually worth.
    6. A cash flow lesson you see small businesses learn the hard way.

    Bookkeeping and cleanup

    1. The bookkeeping mistake you clean up most often.
    2. Why "I'll just do it in December" goes wrong.
    3. What clean books let a business owner actually do (get a loan, sell, plan).
    4. The chart of accounts change that makes reports useful.

    Niche explainers

    1. "What [contractors / dentists / Amazon sellers / landlords] get wrong about [topic]."
    2. A rule or credit that matters to your niche, in plain English.
    3. How a common business event (hiring a first employee, buying equipment, adding a state) changes the accounting.

    Running a firm

    1. Why you moved to fixed or value pricing, or why you didn't.
    2. Why you picked a niche, and what it changed.
    3. How you're hiring and keeping good people in a tight market.
    4. A tool or workflow change that gave your team time back.
    5. How you're using AI in your firm, and where you won't.
    6. What advisory work means at your firm, specifically.

    Your story and point of view

    1. Why you became a CPA, or why you started your own firm.
    2. A profession-wide take: the pipeline problem, the 150-hour debate, client expectations. Your opinion, clearly yours.

    What to leave out

    • Client names, numbers or anything recognizable, without proper consent.
    • Promises: "save $X," "guaranteed refund," "we'll make the audit go away."
    • Anything implying influence with the IRS or a regulator.
    • Fee quotes you might not honor.
    • Advice so specific it reads like advice to one person. Add "talk to your CPA about your situation" where it fits.

    During tax season, post less and shorter. The longer take on cadence is how often to post on LinkedIn.

    How Mylance helps CPA and accounting firm owners

    Mylance turns what you know and do into LinkedIn posts that sound like you. You bring the raw material. Mylance shapes it into drafts in your voice and helps you schedule them. You stay in control.

    • Start from what you already explain. Paste a client email you send every year (with client details removed), a newsletter, webinar notes or a voice note. Upload PDF, DOCX or TXT files.
    • Write ahead of tax season. Plan and schedule posts in the fall, so you're not writing in March.
    • Drafts in your voice. When you edit a draft, Mylance saves those edits as writing rules, so you're not fixing the same thing twice.
    • You approve everything on Free and Self-Serve. Nothing publishes until you approve it.
    • Done For You drafts and schedules 3 posts a week, for owners who'd rather review than write.

    Pricing (checked on pricing): Free with no card, Self-Serve $99/mo ($79/mo billed yearly), Done For You $997/mo ($797/mo billed yearly).

    Don't upload tax return information or other client data to Mylance or any AI tool. Section 7216 and your confidentiality duties apply. Work from general rules, your own experience and anonymized patterns. You're responsible for what goes out under your name. Mylance writes drafts. It doesn't check them for compliance.

    Mylance writes from what you already know, in your voice. You can review, edit, schedule, and publish from the same workflow. The persistent writing profile is built from your posts and source material, and recorded edits can be incorporated into writing rules for later drafts.

    • $99/mo self-serve if you will keep a Friday hour.
    • $997/mo Done For You if you will not live on LinkedIn. Monthly 1:1 with Bradley. Quarterly positioning refresh.
    • Free: no card. Two published or scheduled posts per month, three prompts per week, four narratives, four writing-profile items, and two source uploads.

    If the first draft does not sound like you, close the tab.

    Start free, or have Mylance draft and schedule 3 posts a week through tax season. See how it works and posts that sound like you.

    What this is not

    Not an accounting marketing agency, not lead gen, not a compliance review. It doesn't promise any result from posting. See reviews.

    What actually works on LinkedIn (895 posts)

    From a backtest of 895 posts, scored against that author's own median (“beat” means the post landed at or above their usual). Source: LinkedIn engagement statistics.

    • Journey / milestone posts: 72% beat
    • Short posts under 400 characters: 33% (worst)
    • Links in the body: 41% vs 56% without
    • Emotional pull: 70%
    • Specificity: 68%

    Four ways to get posts out

    1. DIY Friday hour / one Pomodoro

    Taplio is software. You still write.

    2. Human ghostwriter

    Interviews and drafts. $500 to $3,000 freelance, $2,000 to $7,000 agency.

    3. Prompt ChatGPT every Sunday

    Fast, generic, and still a second job.

    4. Voice-trained drafts you approve

    Written from what you already know. You review. We post.

    Related reading

    Paste your LinkedIn handle

    Free analysis. Nothing posts without your approval.

    Or start at mylance.co.

    Frequently asked questions

    What LinkedIn content should a CPA firm owner post?

    Post what you explain to clients every week: what a tax or rule change means for the businesses you serve, the bookkeeping mistakes you keep cleaning up, and how you think about cash flow, entity choice and advisory work. Keep client details out, don't promise savings or refunds, and follow the AICPA advertising rule, Circular 230 if you practice before the IRS, and your state board's rules.

    Are there rules on how CPAs can promote themselves on LinkedIn?

    Yes. AICPA Code 1.600.001 bars advertising that's false, misleading or deceptive, and its interpretation lists examples like creating unjustified expectations of favorable results. Circular 230 section 10.30 covers public communications about IRS matters, and your state board has its own rules, including on using the CPA credential.

    Can I share client success stories on LinkedIn as a CPA?

    Only carefully. The AICPA Confidential Client Information Rule applies, and if you prepare returns, 26 U.S.C. 7216 makes it a crime to knowingly or recklessly disclose return information. Get proper consent, strip identifying details, and don't imply other clients will get the same result.

    How often should a CPA post on LinkedIn during tax season?

    Less, and shorter. Write and schedule posts in the fall, keep tax season posts to quick practical answers, and pick back up after the season with what you learned. A steady pace you can keep all year beats a burst in January and silence until June.

    Can AI write my CPA firm's LinkedIn posts?

    A tool can draft them, but you're responsible for what goes out. Don't upload tax return information or client data, review every post, and keep it in your own voice. On Mylance Free and Self-Serve plans, nothing publishes until you approve it.