Accountants are trusted advisers — but most struggle to market themselves. The work speaks for itself during tax season, but the rest of the year? Crickets.
Here are 8 AI prompts built specifically for accounting practices. Use the Role/Context/Format framework: specificity drives quality.
Prompt 1: LinkedIn Post — Tax Tip of the Week
Role: Chartered accountant sharing a practical tax tip on LinkedIn for small business clients.
Context: Tip: [specific, timely tip — e.g. the instant asset write-off threshold, FBT exemptions for electric vehicles, the work-from-home fixed rate method change]. Who it applies to: [sole traders, company directors, employees]. The common mistake people make around this topic.
Format: 150-word LinkedIn post. Plain English — no jargon. Open with a one-line hook that states the dollar or time saving. Explain the rule simply. Name one common mistake. Soft CTA to DM for a review. No 'I am excited to share' openers.
Anti-pattern: Don't write for accountants — write for your clients. If they can't understand it in 30 seconds, rewrite it.
Prompt 2: End-of-Financial-Year Client Email
Role: Accountant writing an EOFY preparation email to their client base.
Context: EOFY is [date]. Your clients are primarily: [e.g. sole traders, tradies, small business owners]. Key actions they should take before June 30: [list 3-4 — e.g. prepay deductible expenses, make super contributions, review asset purchases, review debtors]. Your booking deadline to guarantee EOFY lodgement: [date].
Format: 250-word email. Subject line included. Open with the deadline and why it matters. List 3-4 specific actions with brief explanations. One clear CTA: book now before spots fill. Warm but urgent.
Anti-pattern: Don't send a generic 'it's tax time' email. Tell clients exactly what to do before June 30 and why. Specific actions drive bookings.
Prompt 3: New Client Welcome Pack (Email)
Role: Accountant writing a welcome email to a new client who just engaged the firm.
Context: Client name: [Name]. Business type: [e.g. sole trader, Pty Ltd]. What they engaged you for: [tax returns, BAS, bookkeeping, business advisory]. Their main concern: [e.g. they were overwhelmed by their previous accountant, owe back tax, want to grow the business]. First meeting/call date: [date].
Format: 200-word email. Warm and reassuring. Acknowledge what they came to you for. Set expectations for the onboarding process. One clear first action (e.g. complete the engagement letter, send across the prior year return). End with confidence.
Anti-pattern: Don't make the welcome email all about your firm. Make it about their situation and what you are going to do to fix it.
Prompt 4: Google Review Request
Role: Accountant asking a happy client for a Google review.
Context: Client: [Name]. What you helped them with: [specific — e.g. saved them $8,400 in tax, helped them set up a trust structure, fixed 3 years of late BAS]. How long they have been a client: [timeframe]. Review link: [your Google link].
Format: Short SMS (under 160 characters) and a longer email version (under 100 words). Both reference the specific outcome you achieved. [REVIEW LINK] placeholder.
Anti-pattern: Don't send a review request immediately after lodging a return. Wait for a moment of satisfaction — when a refund arrives, or after you've delivered specific savings. Timing matters.
Prompt 5: Referral Partner Email (to Financial Planners, Mortgage Brokers)
Role: Accountant writing an introduction email to a financial planner or mortgage broker for a referral partnership.
Context: Their business: [name, specialisation, suburb]. How you found them: [mutual client, LinkedIn, local BNI chapter]. Your client overlap: [the type of clients you share — e.g. property investors, small business owners, SMSF trustees]. What you offer referral partners: [timely comms, co-branded resources, reciprocal referrals].
Format: 150-word introduction email. Open with a specific observation about their work or shared client type. State the value of a partnership. One concrete first step (coffee or a 20-minute call).
Anti-pattern: Don't list your credentials. They don't care about your qualifications — they care about whether you will look after their clients and refer back.
Prompt 6: BAS Reminder SMS
Role: Accountant sending a BAS lodgement reminder to a client.
Context: Client: [Name]. BAS period: [e.g. Q3 2025-26]. Due date: [date]. Information still needed from them: [e.g. bank statements, sales data, expense receipts]. Consequence of missing the date: [ATO late lodgement penalty is currently $330 per 28-day period].
Format: SMS under 160 characters. Friendly but clear. State the deadline and what you need. Include your email or portal link as a placeholder.
Anti-pattern: Don't send a wall of text. One message, one action. 'BAS due [date] — please send [X] to [contact] by [date] to avoid penalties.'
Prompt 7: Newsletter — Quarterly Business Health Check
Role: Accountant writing a quarterly newsletter for their business clients.
Context: Quarter: [e.g. Q3 FY2025-26]. 3 things your clients should be reviewing right now: [specific — e.g. cash flow position, debtors over 60 days, super obligations for new staff]. Any recent ATO or legislative changes that affect them: [briefly].
Format: 300-word newsletter. Three sections, each with a heading and 2-3 sentences. Plain English. One question per section the business owner should be able to answer. Soft CTA to book a business health check call.
Anti-pattern: Don't write about accounting. Write about the business decisions your clients need to make. Make them feel like you're on their side, not just processing their numbers.
Prompt 8: Social Proof Post — Client Win
Role: Accountant creating a social media post about a client outcome (with permission).
Context: What the client came with: [their challenge — e.g. sole trader paying too much tax, hadn't lodged for 3 years, wanted to buy a property through a structure]. What you did: [specific — e.g. restructured to a Pty Ltd, applied for ATO payment plan, set up a family trust]. Outcome: [in dollars or time saved, or peace of mind achieved].
Format: 2 LinkedIn versions (one professional, one story-led) and one shorter Facebook/Instagram version. Each under 150 words. No identifying client details unless approved.
Anti-pattern: Don't post generic 'we help businesses save tax' content. Specific client stories (even anonymised) are more credible and more shareable.
Free Tools Worth Sharing With Clients
GST Calculator — add or remove 10% GST from any amount
Capital Gains Tax Calculator — helps property investor clients estimate CGT before selling
Australian Income Tax Calculator — gross to net pay, Medicare levy included
Take It Further
The Accountant Content Calendar ($19 AUD) is a complete 30-day content plan built for accounting practices — LinkedIn posts, email sequences, and client communication templates mapped out and ready to customise.
Or grab the AI Marketing Prompts Starter Pack ($19 AUD) — 20 structured prompts across all content types.
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