Social media marketing strategy
Balanced Books Bookkeeping
Balanced Books Bookkeeping will use plain explanations, month-end checklists and a friendly face to turn readers on LinkedIn and Facebook into messages from owners who need their records sorted.
More messages and enquiries · Under 100 US dollars a month
Fix these first
Make the three profiles match, with one photo, one name and one line saying you keep small business books and run payroll.
Agree a rule for questions about figures: answer them in a private message or a call, never in a comment, and say so in your bios.
Put one plain explanation of a bookkeeping task on the calendar each week, using made-up examples and never a real client's records.
Your platforms, in order
LinkedIn 5 posts in 4 weeks · Text posts, Carousels, Short videos
Referrals often start with a post that made sense, and everyone who might send you work can see how you explain things.
Fix on your profile:
- Use a clear photo of yourself and a banner with one plain line about what you do.
- Use the about section for the sectors you serve and an ordinary month with you.
- Feature your best explainer post at the top of your profile.
Facebook 4 posts in 4 weeks · Photo posts, Checklists, Group replies
Local business groups and community pages are where owners ask for a bookkeeper by name, and a page lets them check you out.
Fix on your profile:
- Pick the bookkeeping category and name the areas you cover.
- Switch on the Send Message button and write an intro of two lines about who you help.
- Pin a post that explains what a first conversation with you involves.
- Join local small business groups and read their rules before posting.
Instagram 3 posts in 4 weeks · Carousels, Stories
Shop, studio and online seller owners spend time there, and a clear checklist slide is easy to save for month end.
Fix on your profile:
- Match your LinkedIn photo and name so referrers spot you straight away.
- State who you help in the bio, with a line inviting a message.
- Point the bio link at your contact page.
Your content pillars
Plain-words explainers 35%
- What a bank reconciliation is and why we do one every month
- Bookkeeping and accounting, and where one ends
- What a profit and loss report tells a shop owner
The monthly routine 25%
- Gathering month-end paperwork, step by step
- What happens behind the scenes on pay run day
Meet the bookkeeper 20%
- Why you started keeping books for small businesses
- A day at the desk, with no client details in sight
Talk to us 20%
- Room for new monthly clients this month
- Message us about a backlog of statements
Your 4-week posting calendar
Week 1
Bank reconciliation explained
A bank reconciliation checks that what your bank says and what your books say match, line by line. When they do not, we find out why before it grows. Not sure last month agrees with the bank? Send us a message and we will explain what we would check.
Month-end checklist
Before month end, gather four things: bank and card statements, sales records, supplier bills and payroll notes. Send them together and we take it from there. Message us for our full checklist for [type of business].
Five records we ask for
The five records we ask every client for: bank statements, sales, supplier bills, receipts and payroll. Swipe to see what each one is for. Save it for month end, and drop us a message if you would like help keeping them current.
Week 2
Bookkeeping or accounting
Bookkeeping records and reconciles what happens in your business each month. Accounting interprets it, files returns and advises. We do the first and work alongside accountants for the second. Message us to talk about how we would fit with yours.
Behind with your books
Months of statements piled up? It happens to busy owners, and it can be fixed one month at a time. We work through backlogs and give you records you can read. Message us and tell us roughly how far behind you are.
Meet the bookkeeper
Meet [name], who keeps the books at Balanced Books Bookkeeping. Same person every month, plain words in every report. Message us to find out how a month with us works.
Week 3
Three checks on your report
Three things to look at on a monthly profit and loss report: what came in, what the biggest costs were and what changed since last month. We add a short note to every report. Message us to see what one looks like.
Pay run day
Pay run day goes smoothly when we have hours, leave and changes in good time. Here is the short list we ask employers to send before each pay run. Message us to have payroll taken off your desk.
Question of the week
Question of the week: which bit of paperwork do you put off most? Reply and we will answer in plain words. For anything about your own books, message us privately.
Week 4
A note for accountants
To the accountants and tax preparers here: your clients' records come back from us organised the way you ask for them, with reconciliations done and open questions listed. Message us to see what we hand over.
Room for new clients
We have room for [number] new monthly bookkeeping clients in [area]. We would love to hear from shops, trades and online sellers who want their records kept current. Message us or call [phone] to talk it through.
Why receipts matter
Why does a receipt matter? Because every figure in your books should trace back to something real. Swipe for simple ways to keep them in order. Message us if yours live in a shoebox.
Words in [square brackets] are for you to fill in, like a price or an offer.
Your hashtags
Your advert budget
The numbers to watch
Messages a week
Count new messages and enquiries on LinkedIn, Facebook and Instagram each week.
Messages that become calls
Note how many messages lead to a call or a booked conversation.
Accountants and advisers who connect
Count the accountants, tax preparers and advisers who connect or message you each month.
Saves and shares of explainers
Note which explainers get saved or shared most, then write more like them.
Clients who found you on social media
Ask each new client where they heard of you and count the social media answers.
How AI Web Maker runs this strategy
Every post sends people somewhere. On AI Web Maker your website comes with the tools that keep this strategy running every week:
AI Social Media Marketer. Writes and posts to Facebook, Instagram and more on a schedule, sending people to your site.
AI Chatbot. Answers your visitors day and night from your own information, and takes the details of people who want to talk.
AI Blog Writer. Writes and publishes articles about your business on a schedule, so new visitors keep finding you on Google.
Contacts and leads. Every sign-up, contact form and chat lead lands in one place, so no customer slips away.
AI SEO Tool. Scores every page out of 100 and fixes each problem with a click, so the pages your posts link to climb on Google too.
AI Web Maker