How to Connect Social Media & Use Ready-to-Post Templates in Your Financial Services BrandPack Bundle
Show up consistently without spending hours creating content.
Posting regularly on social media is one of the easiest ways to build trust and stay top of mind. But creating new posts from scratch? That takes time you don’t have.
That’s why your Financial Services BrandPack Bundle comes with done-for-you post templates—so you can stay consistent, professional, and client-ready across all four services (Bookkeeper, Accountant, Financial Planner, Tax Advisor).
This guide will walk you through connecting your social accounts and putting your templates to work.
Connect Your Social Media Accounts
- Log in to your Marketing OS dashboard.
- Go to Settings → Integrations → Social Media.
- Choose which accounts you want to connect:
- Facebook Page
- Instagram Business Account
- Google Business Profile
- Authorize the connection and confirm access.
👉 Pro Tip: Connect the platforms where your ideal clients spend time. For financial services, LinkedIn and Facebook often perform best, while Instagram can help you reach small business owners.
Explore Your Ready-to-Post Templates
Inside your BrandPack, you’ll find a library of posts created specifically for financial services. These include:
- Educational Posts – Tips on bookkeeping, tax prep, financial planning, or accounting basics.
- Seasonal Reminders – Deadlines (like tax season), quarterly check-ins, or year-end close reminders.
- Promotional Posts – Invites to book a consultation or download your lead generator.
- Trust Builders – Quotes, testimonials, and credibility posts that position you as a pro.
Each template includes both graphics and captions—just add your details and publish.
Related Guides
Schedule Your Posts
- Go to the Social Planner inside your dashboard.
- Select a template from your BrandPack library.
- Customize it with your branding, logo, or a quick tweak to the caption.
- Choose the day and time to post—or let the system suggest the best time.
- Schedule a full week (or month) in one sitting to save time.
Stay Consistent with Your Content Calendar
Each BrandPack includes a content calendar with suggested posting frequency. Use it to:
- Plan posts around seasonal peaks (like tax deadlines or year-end planning).
- Keep a balance of educational, promotional, and relationship-building content.
- Free up your brain space—no more wondering “what should I post today?”
Track Engagement & Adjust
- Use your dashboard analytics to see which posts get the most likes, clicks, or messages.
- Double down on what works (e.g., deadline reminders may get the most clicks during tax season).
- Tweak your messaging over time to align with your audience.
Related Guides
Showing up consistently online doesn’t mean creating endless content from scratch. With your Financial Services BrandPack Bundle, you have professional, pre-built templates and a scheduling system to keep your marketing running smoothly—whether you’re a bookkeeper, accountant, tax advisor, or financial planner.
Now, instead of stressing about what to post, you can focus on what you do best: serving your clients.
Action Plan
- Connect your Facebook, Instagram, LinkedIn, and Google Business accounts.
- Explore your ready-to-post financial service templates.
- Use the Social Planner to schedule a week (or month) of posts.
- Follow your content calendar to stay consistent year-round.
- Track results and refine based on what your audience responds to.
Frequently Asked Questions
