Summer is a great time to engage clients and prospects with timely content that keeps your firm top of mind. Here are seven ideas for email, blog, and social media content you can post this summer.

🛟 Tax Tips for Summer Businesses

Summer is a peak time for seasonal businesses like ice cream shops, landscaping companies, and tourist attractions. Create content offering tax advice specific to these businesses, such as tips on managing cash flow, understanding seasonal tax deductions, and keeping accurate records. Share this through blogs, emails, and social media to attract business owners seeking financial guidance.

✅ Mid-Year Financial Health Check

Encourage individuals and businesses to conduct a mid-year financial review. Provide a checklist or guide to help them assess their financial health, review their budgets, and adjust their financial plans. Highlight the importance of catching any issues early and making necessary adjustments to stay on track for their financial goals.

💸 Retirement Planning During the Summer

Summer is a great time to focus on long-term financial planning. Offer insights and tips on retirement planning, including maximizing contributions to retirement accounts, understanding different investment options, and assessing retirement goals. Use engaging visuals and easy-to-understand language to make this complex topic accessible.

🪙 Educating on Quarterly Tax Payments

Remind clients about the importance of making quarterly tax payments, especially for freelancers and small business owners. Explain how to calculate estimated taxes, the deadlines for payments, and the potential penalties for missing them. This content can be shared through a blog post or a series of informative social media posts.

📖 Promoting Financial Literacy for Teens and Young Adults

With school out for summer, it's an ideal time to promote financial literacy among teens and young adults. Create content that covers basics like budgeting, saving, and understanding credit. Consider hosting a webinar or creating a downloadable guide to make this information more interactive and appealing to younger audiences.

💲Highlighting Summer Savings Strategies

Help your audience save money during the summer by offering practical savings tips. Discuss topics like budgeting for vacations, managing utility costs, and finding discounts on summer activities. Share these tips in a fun, engaging way through blog posts, social media stories, or a summer savings email series.

📣 Sharing Success Stories and Case Studies

Share real-life success stories and case studies of clients who have achieved their financial goals with your help. Highlight the strategies used, the challenges overcome, and the positive outcomes. This type of content not only showcases your expertise but also inspires and motivates your audience. Use testimonials, infographics, and before-and-after scenarios to make the stories compelling.

By implementing these content ideas, accountants can provide valuable information, engage their clients, and showcase their expertise in managing finances effectively. This approach will help maintain strong client relationships and attract new clients looking for reliable financial advice.

Overwhelmed by the thought of writing all this content? We’ve got you covered. With Levitate, pre-schedule your content months in advance from our library full of email and social media content covering topics like we mentioned above, plus much more. 

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