CPA Trendlines’ Jody Padar Named Top Voice in Money & Finance

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‘Head of the class.’

By CPA Trendlines

CPA Trendlines contributor and author Jody Padar, CPA, MST, has been named among the Top 10 Money & Finance Writers on LinkedIn’s inaugural Top Voices list.

“I’m psyched to be on the list,” says Padar. “For all those naysayers who say social media/business has no ROI, it’s really unbelievable. This accolade was completely selected through metrics based on the viral-ability of my content. Wow! This shows how with social business, itty-bitty firms can compete on a global scale without huge marketing budgets. Cloud and social have completely showed us size does not matter.”

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When Clients Prefer Social Media

How to use every new channel to create a new touchpoint to serve a client or attract a prospect, hire the best people, find new markets. By Becky Livingston Social Media for Accountants In today’s world of CPA firms, marketing … Continued

Social Business: How New Communication Tools Are Revolutionizing the Accounting Profession

William R. Pirolli, CPA/CFF/PFS, CGMA email vCard Bill is a Partner with over 30 years of experience in Public Accounting. Bill was formerly Managing Principal for the Accounting Firm of Pirolli, Deller & Conaty.
Pirolli

And yet, the heart of the CPA business remains a constant.

By William R. Pirolli, CPA, CFF, PFS, CGMA
The Radical CPA: New Rules for the Future-Ready Firm

At the heart of our profession are people… connecting with people. The human connection to the information we deal with is what makes our profession so personal and rewarding. It should always be at the heart of what we do.

The ways we connect have changed dramatically over time. While we all still use the telephone, fax, face-to-face meetings and the occasional written note, the invasion of Facebook, LinkedIn, Twitter, Skype, YouTube, Instagram, cloud-based services and that smartphone or tablet you might be reading this on all serve to make our communications and services immediate, exponential and virtually limitless. READ MORE →

21 Painless Ways to Network, Even for Accountants

Business Colleagues Eating Meal Together and Discussing WorkGot the personality of an actuary? No problem.

So, many CPA firms have been launching soft skills training to help their professionals meet people, network better, and, hopefully, land more business.

Trainer and facilitator Arnold Sanow, MBA, CSP, reminds us that Dale Carnegie once won a major sale by being a great conversationalist – without saying more than a few words.
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The 7 Fundamentals of Getting Clients with Social Media

h…But only if you’ve done everything else first.

By Sandi Smith Leyva The Accountant’s Accelerator 

It’s likely your friends and peers are urging you to get on the social media bandwagon. Hearing about social media is unavoidable these days. We have many clients who feel stressed about the whole topic. The stress or guilt comes in when they don’t really want to do it but their friends keep urging them to.

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Free Introductory White Paper: 10 Keys to Doubling Your Revenue

MORE ON SMALL-FIRM GROWTH STRATEGIES: 5 Ways to Attract Higher-Quality Clients   |   6 Biz Dev Metrics Accountants Should Measure  |  5 Areas to Improve Client Acquisition Success  |  Are Accountants Newsworthy? You Bet!  |  When Accountants Don’t Know They Don’t Know  |  Seven Hot Lead Generation Methods for Accountants   |  What Stage of Business Are You In?  |  8 Essential Ingredients for Your New Client Welcome Kit  |  4 Ways Small Firms Can Surpass Larger Firms  |   REBUTTAL: The 3 Most Unused Marketing Methods for Accountants

I like to take a contrarian view with social media: I believe it’s not a cost-effective marketing tool for a majority of accountants. Nevertheless, there are some very important exceptions where it can pay off big. Here are some ideas just in case you can’t resist getting started in social media.

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The Five Biggest Social Media Mistakes of Accounting Firms

By Sandi Smith Leyva
The Accountant’s Accelerator

Social media is all the rage, and there’s lots of pressure on small business owners – from friends, coaches and especially social media vendors – to get you to use social media in your marketing.

In most cases, we like to talk accounting practice owners OUT of social media marketing (and we’re one of those vendors who will set up and maintain your social media accounts for you, so we turn down an awful lot of business).

Here’s why, and here are the five biggest social media mistakes accountants make:

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