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July 23, 2025 45 mins

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In this episode, Serena sits with Grace Costa, founder of Social Mixed Media and the Social Accountant, to dive deep into what's working in social media marketing right now. Grace shares her journey from accountant to marketing agency owner and gives us the real scoop on how AI is changing the game for bookkeepers and accountants trying to land clients online.

In this episode you’ll hear:
- 4 core organic marketing strategies for bookkeepers and accountants in 2025
- How AI and Google's new search features affect visibility
- Why DM outreach doesn't have to feel spammy
- Real talk about using templates vs. creating everything from scratch

Resources mentioned in this episode:

  • Metricool - Social media scheduler recommended by Grace (posts to Facebook, Instagram, LinkedIn, and Google Business Profile)
  • Loomly - Serena's preferred social media scheduler
  • ManyChat - Automation tool for DM sequences and lead magnets
  • Canva - For customizing social media templates
  • ChatGPT - For client research and personalized sales calls


Meet Grace
Grace Costa is the founder of Social Mixt Media, a marketing agency that helps businesses grow through digital marketing strategies and automation. She's also the founder of Social Accountant, a membership that delivers done-for-you marketing content each month, exclusively for bookkeepers and accountants.

Connect with Grace
👥 Facebook: Social Accountant
📱 Instagram: @socialaccountantmedia
👩‍💼 LinkedIn: Social Accountant
💼 Social Accountant Membership: https://socialmixtmedia.com/accountant
🌐 Social Mixt Media: 2 weeks of social media templates: https://socialmixmedia.kit.com/dcfcb22051

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