How to Schedule Social Media Content

Businessman looking at calendar on tabletPlus tips on creating it.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

We post four kinds of posts and tweets on social media sites:

MORE SMALL FIRM GROWTH STRATEGIES: Social Media Basics for Accounting Firms | Make Google AdWords Work for You | Make the Most of Trade Shows | Track Your Online Reputation | Partnering: Referrals on Steroids | Measure Client Retention … Against Yourself | Take Your Client’s Pulse | How to Determine Your Ideal Client
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

READ MORE →

Social Media Basics for Accounting Firms

Social media words on cubesSetting up on the 3 major platforms.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

Social media can be a great marketing channel, but the big challenge is how to keep it from draining all of your time. The key is having rock-solid systems and procedures AND time limits.

MORE SMALL FIRM GROWTH STRATEGIES: Make Google AdWords Work for You | The 5 C’s of Successful Websites | Speaking: How, Where and Getting Leads from It | 3 More Kinds of Referrals | Turn to the ABCs for Client Feedback | Use Client ‘Touch Plans’ to Stay in Touch
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

For small businesses trying out social media for the first time or with strict budgets or time limits, I recommend doing minimum activity or only being active in one of the three accounts (LinkedIn, Facebook and Twitter). Once you get your procedures solidified for these minimum activities, you’ll be able to expand to more venues and more activities if you want to.
READ MORE →

Digital Marketing Isn’t ‘Set It and Forget It’

Woman outside jogging in morningThis should be a strategic priority or you’ll be left behind.

By Becky Livingston
The Accountant’s Social Media Handbook

As the state of the profession continues to embrace social and digital marketing, keep in mind that your firm needs to keep up with the changes as well.

MORE ON SOCIAL MEDIA: How to Engage with Social Media Influencers | Marketing for Mobile | How to Listen on Social Media | How Social Media Affects SEO | Social Media Campaign 101 | Why Use Social Media for Marketing? | Who Is Your Customer? | What to Say on Social Media | Determine Your Target Audience
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

For example, in an effort to support partners, today’s exit strategy may include increased efforts to generate leads, while maintaining a consistent presence among clients. It may also include emerging technology that aligns with your firm’s sales efforts, such as email drip campaigns, lead generation forms and social media engagement.
READ MORE →

Craft a Social Media Influencer Strategy

Businessman with hands extended; head is light bulb with gears insideBONUSES: Content strategy questions and a sample email to send.

By Becky Livingston
The Accountant’s Social Media Handbook

Before jumping in and sending messages to your new influencer network, it’s important to know why you should be doing this.

MORE ON SOCIAL MEDIA: How to Engage with Social Media Influencers | How to Set Your Firm’s Social Media Foundation | How to Use Social Media Analytics | What Someone Else’s Influence Means to You | Get People to Your Landing Page | Content Categories and How to Leverage Them | How to Manage Social Media in 22 Minutes a Day | Use Finesse in Sharing, Scheduling Content | How to Schedule and Manage Social Media Activity | How to Craft a Social Media Profile
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

First and foremost this strategy should support an overall firm strategy, such as increasing leads in a market, niche or industry vertical. If this strategy does not support an overall business goal, maybe it supports an overarching marketing goal, such as increasing brand awareness in a geographic region.
READ MORE →

Turn Employees Into Social Media Advocates

Young woman using her tablet computerThis requires as much planning as any other firm endeavor.

By Becky Livingston
The Accountant’s Social Media Handbook

There are two schools of thought when it comes to employee advocacy programs:

  • those that enable, increasing reach and participation, and
  • those that must be contained due to regulatory considerations, such as in the financial services, legal, insurance or medical professions.

MORE ON SOCIAL MEDIA: How to Set Your Firm’s Social Media Foundation | 10 Steps to Creating Employee Brand Advocates with Social Media | What ‘Social Sentiment’ Is and Why You Should Care | What a ‘Community Manager’ Does | How to Set Up a Social Media Plan | Tailor Content to Social Media Platform | Which Social Media Should You Use?
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Regulated professions, such as financial services, must follow certain guidelines when leveraging social media methodologies to promote the organization or firm. In this case, leveraging tools and technology to help listen and to monitor what is being said, commented on and shared by employees is extremely important. Security is the foundation for this model.
READ MORE →

How to Set Your Firm’s Social Media Foundation

White and black rabbits reaching to eat dangling carrotsDangle some carrots and your employees will bite.

By Becky Livingston
The Accountant’s Social Media Handbook

Employees can be the first, vital link to a long network of person-to-person shares.

MORE ON SOCIAL MEDIA: Marketing for Mobile | How to Listen on Social Media | How Social Media Affects SEO | Social Media Campaign 101 | Why Use Social Media for Marketing? | Write Headlines Worth Sharing | Who Is Your Customer? | What to Say on Social Media | How to Craft a Social Media Profile | Which Social Media Should You Use? | Determine Your Target Audience | What Is Social Media? | How Social Media Works with Accountants’ Top 5 Marketing Goals
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Many clients I’ve worked with over the years have wanted to implement a social media program within their respective firms. Even though staff knows it’s an initiative for the firm, they have limited or no guidance, lack communication, and basically are too focused on their jobs to think about it.
READ MORE →

10 Steps to Creating Employee Brand Advocates with Social Media

Happy businessman using smartphone at officeMaking your staffers into your best ambassadors.

By Becky Livingston
The Accountant’s Social Media Handbook

The only way to scale social business is to get it out of its nesting place – marketing, customer service, IT – and get it all the way to the edges of the organization.

MORE ON SOCIAL MEDIA: Marketing for Mobile | How to Use Social Media Analytics | What Someone Else’s Influence Means to You | Get People to Your Landing Page | Content Categories and How to Leverage Them | How to Manage Social Media in 22 Minutes a Day | Use Finesse in Sharing, Scheduling Content | How to Schedule and Manage Social Media Activity | How to Craft a Social Media Profile
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

That means having people

  • buy into the vision for social business,
  • invest the time and resources in the practices and tools, and
  • enthusiastically do what they can to support those efforts.

READ MORE →