On this page
- 01Key takeaways
- 02What should a professional firm post?
- 03Which dates should the calendar follow?
- 04How do you show client work without breaching confidence?
- 05Which rules apply?
- 06When should a firm post less?
- 07What does this look like in practice?
- 08Professional services checklist
- 09Next step
- 10Sources and further reading
- 11Frequently asked questions
Key takeaways
A professional services content calendar for accountants, solicitors and advisers centres on expertise and trust: LinkedIn posts from the partners and the firm, timely reminders around deadlines such as 31 January, anonymised patterns from client work, and the people clients will deal with. Every post must respect confidentiality and your regulator's rules.
- Expertise posts from named people outperform firm news.
- Plan around deadlines: 31 January, 5 April, VAT quarters.
- Anonymise every client pattern; never name or imply a client.
- Check posts against SRA, FCA or ICAEW-style professional rules.
Want a calendar for your firm that stays within the rules? Message us on WhatsApp.
Chat on WhatsApp →What should a professional firm post?
Three pillars suit most firms: expertise (what a change means for clients, common mistakes, how to prepare), people (the partners and staff clients will meet) and proof (testimonials with permission, awards, anonymised outcomes). LinkedIn is usually the main platform, with partners' profiles carrying the expertise and the page carrying news and hiring.
Which dates should the calendar follow?
Follow the deadlines your clients worry about: 31 January for self assessment, 5 April for the tax year end, VAT return dates, year-end accounts, and changes such as Making Tax Digital for Income Tax, being phased in from April 2026. Post a reminder four to six weeks before each, and a final one in the last week.
How do you show client work without breaching confidence?
Describe patterns, not cases: 'a common issue we see with growing companies is…', with no names, sectors narrow enough to identify anyone, or figures from a real matter. Use testimonials only with written consent. If a client could recognise themselves, the post is too specific.
Which rules apply?
Solicitors must follow SRA standards, including its transparency rules on price and service information. Financial advisers and brokers must make sure posts that promote financial products meet FCA financial promotion rules. Accountants should follow their professional body's guidance. All firms must follow the CAP Code on claims.
When should a firm post less?
Post less in your own peak, such as January for accountants, and schedule the deadline reminders in December so they run without you. Never post opinions on a live client matter or on topics outside your expertise.
What does this look like in practice?
A pattern in professional services: a firm page posting staff birthdays and awards to a small audience, while partners with large networks never post. Moving expertise posts to partners' profiles, timed to client deadlines, usually brings more conversations with the right people.
Professional services checklist
- Plan expertise, people and proof pillars.
- Time reminders to client deadlines.
- Anonymise every client pattern.
- Check posts against your regulator's rules.
- Schedule peak-season posts in advance.
Next step
List the three deadlines your clients worry about most and put a reminder post four to six weeks before each on the annual calendar.
Message us on WhatsApp and we will plan your firm's calendar, or book a 30-minute consultation.
Chat on WhatsApp →Sources and further reading
- Transparency rules · Solicitors Regulation Authority
- Financial promotions and adverts · Financial Conduct Authority
- Check if you're eligible for Making Tax Digital for Income Tax · HM Revenue & Customs
- LinkedIn Pages best practices · LinkedIn
Frequently asked questions
What should an accountant post on social media?
Reminders and explainers around client deadlines such as 31 January and 5 April, common mistakes and how to avoid them, changes such as Making Tax Digital, the people clients will work with, and testimonials with written consent.
Can solicitors post about their cases on social media?
Not in a way that identifies clients or breaches confidentiality. Solicitors can share general patterns, legal updates and explainers, but must follow SRA standards and avoid any detail a client could recognise.
Do financial promotion rules apply to social media posts?
Yes. Posts that promote financial products or services can be financial promotions under FCA rules, which apply on social media as anywhere else. Firms should have them checked by someone who understands the rules before publishing.
Written by
Global Bridge Labs (GBL) is a UK–Sri Lanka partner for social media, websites and BPO. Everything here comes from client delivery, not theory.
