Instagram Story Ideas for Bookkeepers
This blog is for every bookkeeper who’s heard an Instagram guru say IG Stories are the best way to sell, but you still don’t know what that means when it comes to YOUR account. With just a few strategic story ideas, you can turn your daily Stories into an engagement-boosting, client-converting powerhouse, without the effort of creating a full Reel or feed post.
Why do these stories work so well for our members? Instagram LOVES when you use its native tools—polls, quizzes, stickers, and links.
Here’s how to make bookkeeping something your audience actually wants to engage with:
1️⃣ Share Your Weekly Availability
Post a Story showing your availability for the week, and include a clickable link to book a session.
Pro Tip:
Edit the Story as spots get taken (cross them out or update numbers). This creates built-in social proof and urgency.
People love seeing “limited availability,” and it subtly nudges them to take action.
2️⃣ Answer a Frequently Asked Question (FAQ) as a Poll
Take one of your FAQs and turn it into a fun poll. For example:
“When do you need to request W-9s from your contractors?”
Why it works:
It engages your audience and highlights common misconceptions
Follow up with a Story explaining the correct answer (record a quick video or use text overlays)
It positions you as the go-to bookkeeping expert in a friendly, approachable way
3️⃣ True/False Quiz Series
People love to test their knowledge! Using Instagram’s Quiz sticker:
Ask bookkeeping-related True/False questions
Follow up with a quick explanation or tip
Bonus: Use these quizzes to subtly showcase your expertise while keeping the Story fun
Example:
“You must open an LLC in order to get write-offs. True or False?” (False… then explain!)
Why These Work
They leverage Instagram’s algorithm by using polls, quizzes, and sticker buttons
They’re quick and easy to create—perfect for busy bookkeepers
They position you as an expert while keeping content light, engaging, and shareable
Bonus: Done-for-You Story Templates
If creating Stories every day feels overwhelming, our bookkeeping content membership has you covered. Each month, members get ready-to-post IG Story templates just like these, plus captions, carousel templates, Reels, newsletters, and lead magnets.