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Social Media Basics for Accounting Firms

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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.
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How to Make Google AdWords Work for You

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Businessman using Internet on smartphone and laptopIt’ll cost you, so here’s how to calculate the most to pay.

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

A lot of accountants are spending money on Google AdWords and other online advertising.

MORE SMALL FIRM GROWTH STRATEGIES: The 5 C’s of Successful Websites | How to Maximize Online Profile Sites | Build Your Community Reputation | Build Reputation through Credentials, Testimonials | 5 Ways to Get More Referrals | Use Feedback for Service Innovation
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Sometimes Google AdWords can be effective; however, there are three big issues I see with it:
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The 5 C’s of Successful Websites

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Woman designing a websitePlus 4 components to build credibility.

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

The power of a website over many other marketing methods is its potentially enormous reach. When you can market to many people at a time, your costs are generally greatly reduced.

MORE SMALL FIRM GROWTH STRATEGIES: How to Maximize Online Profile Sites | 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.

For accountants, their website is one of the prime ways to get business without having to do much interaction. If you’re highly introverted, you may not like serving on committees and attending networking events. If that’s the case, then it’s all the more important to work on your website and maximize its message.
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How to Maximize Online Profile Sites

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Woman looking at tablet at outdoor tableThree you MUST be on.

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

A few of you know I moved from California to Plano last year. We rented a house for a year, then started looking around for a house to buy. We found one in April and in May, we moved.

MORE SMALL FIRM GROWTH STRATEGIES: Make the Most of Trade Shows | 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 | Build Your Revenue Plan in Reverse
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Well, I thought it was going to need about $20,000 of work, but that was an understatement. My challenge now is to find high-quality contractors I can trust to help me fix the house up right.
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9 Steps to a Great Open House

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Business people meeting over healthy foodConsider partnering with others.

By Sandi Leyva

Hosting an open house is an extremely successful way to attract new clients and provide education and perks to existing clients.

MORE SMALL FIRM GROWTH STRATEGIES: Make the Most of Trade Shows | Speaking: How, Where and Getting Leads from It | The A-B-C’s of Getting Started with Advisory Services | 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.

An open house is a great option for accountants who have a large number of clients who are located in the same geographic area. If you have a small number of clients, then you can partner with other noncompeting professionals to increase your turnout.
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Make the Most of Trade Shows

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Trade showPlus some mistakes to avoid.

By Sandi Leyva

Events are fabulous ways to leverage face-time selling activities. If you have eight leads, it can take you eight hours or more of one-on-one selling before they have had a chance to get to know you.

MORE SMALL FIRM GROWTH STRATEGIES: Speaking: How, Where and Getting Leads from It | Build Your Community Reputation | Build Reputation through Credentials, Testimonials | 5 Ways to Get More Referrals | Use Feedback for Service Innovation | Create Your Marketing Plan
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

In an open house, speaking or at trade shows, you have the chance to meet hundreds of people in a compressed amount of time. That’s why marketing at events is so effective. It’s a great use of your marketing time.
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Speaking: How, Where and Getting Leads from It

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Young woman speaking to crowdYou might get video content as well.

By Sandi Leyva

Speaking is a way to demonstrate your expertise to your audience without them having to hire you first. It’s perfect for accountants who are comfortable speaking in front of a room full of people.

MORE SMALL FIRM GROWTH STRATEGIES: Build Your Community Reputation | 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.

When I first started Accountant’s Accelerator, speaking electrified my business. I can trace tens of thousands of dollars in revenue back to just one speech I gave a few years ago.
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Build Your Community Reputation

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People standing, holding food and talkingDon’t make these 2 mistakes. Plus: leveraging pro bono work.

By Sandi Leyva

Networking is an extremely popular way to get accounting clients. You can network informally, such as with your hairdresser or dentist or at church.

MORE SMALL FIRM GROWTH STRATEGIES: Track Your Online Reputation | The A-B-C’s of Getting Started with Advisory Services | 3 More Kinds of Referrals | Turn to the ABCs for Client Feedback | Use Client ‘Touch Plans’ to Stay in Touch | Build Your Revenue Plan in Reverse | Four Tools for a Millionaire Mindset | Best Practices for Growth: Network, Specialize, Share | Reconnect with Your Why
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Or you can network more formally in a leads group that you pay to join. Members of leads groups attend meetings and are able to announce their services and share leads with each other.
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