Reel and video ideas for bookkeepers and accountants
Clients ask what to keep, when to send it and how you work together. Explain the everyday parts once.
Each one works as a 30-second or one-minute video for Instagram, TikTok, Facebook or YouTube Shorts. Pick one, then make it in our builder: your first video is free.
Stop dreading the January paperwork
Small habits through the year that make the year end calmer.
Open with: “Does January mean a shoebox of receipts?”
Make this videoWhat records to keep
The kinds of records most small businesses keep, without dates or figures that change.
Open with: “Not sure which records to keep? Start with these.”
Make this videoKeeping business and personal spending apart
Why separate accounts make records clearer and quicker to check.
Open with: “One simple change makes your records much clearer.”
Make this videoBookkeeper or accountant: what’s the difference?
Who does what, and when a business might need each.
Open with: “Bookkeeper or accountant: who does what?”
Make this videoWhat to bring to your first meeting with us
A short checklist, so the first meeting is useful.
Open with: “Meeting us for the first time? Bring these.”
Make this videoPhotographing receipts as you go
A simple daily habit, and how to keep the photos in one place.
Open with: “Lost a receipt again? Try this daily habit.”
Make this videoHow we work with you through the year
Your routine, from regular check-ins to the year end.
Open with: “Here’s how we work with you, month by month.”
Make this videoQuestions to ask when choosing a bookkeeper
Fair questions about qualifications, software and how you keep in touch.
Open with: “Choosing a bookkeeper? Ask these questions first.”
Make this videoCloud bookkeeping in plain English
What it means, and why it saves sending boxes of paper.
Open with: “No more boxes of paper: cloud bookkeeping in plain English.”
Make this videoGetting ready for your year end
What to gather, tidy and check in the weeks before.
Open with: “Year end coming up? Here’s what to get ready.”
Make this video
Finance videos are general information, not financial advice. Our checks keep out tax figures, deadlines and rates.
Choose “Make this video” on any idea: it’s ready for you when you pick a topic. Your first video is free.
Turning an idea into a video
- One question, one answer. A video that tries to cover everything ends up saying nothing clearly.
- Open with the question your customers would ask, in their words.
- Keep each line to one idea, and say it out loud to check it sounds natural.
- End with one next step: book, order, call or visit.
More ideas: services
Make one for your business
Tell us your website and pick a topic: we draft the script, you make it yours, and we animate it with your logo and colours. Your first video is free.
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