Easy ways to automate and schedule social media

Easy ways to automate and schedule social media

By now, we all know that it’s important as accounting professionals to build relationships with our clients—not only does this ensure longevity with them, but it also helps increase our revenue. We know that growing our practice takes time and effort, as well as creativity.

I can’t help your creativity (except to mention that riding my bike helps clear my mind, and most of my good ideas come to me in the shower), but I can help a bit with the time and effort part by suggesting some ways to help automate social media management.

Before I get into that, I want to mention that in order to make this automation effective, you have to remember a few things:

You can’t only post using automation; the automation should be used to add to, and enhance, your social presence. You also should still be mentioning or tagging others in your automation, as well as responding to comments. You still have to engage with your audience.

Now that we have that out of the way, let’s talk about some of the tools available to help you automate things and get conversations started to engage in potential new clients!

Curation tools

In order to schedule posts, you first need content! If you’re like me, you might have some ready to go, which is great … but it shouldn’t be all that you’re putting out there.

Constantly promoting your own stuff can get really annoying for your audience. This is where content curation comes into play. Finding other content that your target audience is interested in shows that you’re also interested in those subjects and want to help them. It also can help you build some strategic relationships with other content creators that will share your stuff!


This is one of my favorite curation tools. Any time I see something interesting, I can save it to Pocket. Adding tags helps organize where, and how, it’s shared later. I have a tag for things I want to save read later because they’re personally interesting, a tag for something I want to share later with my Facebook group, and tags for things I want our admin to add to our automated social post. You can also use it to find content as well.


Another one that I use often, you can use this app to create “magazines” about topics that interest you and that you think your audience will be interested in. Maybe, you have a niche in a specific industry? You can create a “magazine” for that industry.

Firm of the Future

You can also use this site! Did you know that any time you see a great article on the Firm of the Future site, you can add it to your bookmarks to read/share later?

Hint: this is great for QuickBooks® Online product updates.

Scheduling tools

Auto publish your blog

One of the easiest ways to automate is to use a plugin or add on for your website that will automatically publish a link to a new post. Whether you use Wix or WordPress, you can most likely find one that suits your needs.


This is a tool that can help you find content and publish it. It also has tools to help you analyze engagement so that you see which posts are creating a buzz and which ones are duds.


This one of many social media management tools, and just happens to be the one we use. It gives you the ability to upload scheduled posts from a spreadsheet, then see them in list or calendar view:

It also gives you analytics, but my favorite thing about it is that I can see every social channel in one screen and respond accordingly, without having to login to multiple sites. This means that AFTER my scheduled posts go out, I can start engaging with all of them in one location.

Hope these tips and tools help you with that time and effort I mentioned earlier. Having a consistent presence across multiple social channels is an important part of your marketing strategy. Using automation will help get conversations started, but remember that the key to getting new followers and keeping the attention of existing ones is with a personal touch—genuine human engagement.

Good luck and happy posting!