How Social Media Works with Accountants' Top 5 Marketing Goals

This is how clients find you now.

By Becky Livingston

In today’s world of CPA firms, marketing has taken a leap from the back seat to a seat at the strategic table. With more and more firms focusing on marketing efforts, it makes a CPA wonder, “How does my firm continue to stay ahead of the curve to attract clients and to move the firm higher on its journey to increasing lead generation?”

Marketing is one solution.

According to the Hinge Marketing Report, where over 530 professional services firm professionals were surveyed, there were five marketing initiatives that firms were focusing on to compete for clients, including:

  1. generating more referrals,
  2. increasing visibility of the firm’s experts,
  3. making existing clients more aware of the firm’s services,
  4. increasing the firm’s brand visibility and
  5. implementing a content marketing program.

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Becky Livingston

Livingston

About the Author

Becky Livingston, the founder and CEO of Penheel Marketing, has more than twenty years of experience in marketing and communications, as well as a strong background in technology. She can also be found doing public speaking gigs across the country.

She is the author of
The Accountant's Social Media HandbookBuy Now | Learn More

and
SEO for CPAs: The Accountant's HandbookBuy Now | Learn More

See Becky Livingston's latest articles at CPA Trendlines

She began her career as a computer programmer in the chemical engineering field, then moved into web development and online marketing–all of which has led her to  this business.  Her forte is big-picture thinking and strategic management of complex initiatives. But don’t let that scare you. Her technology background has taught her a great deal about project management and what it takes to make projects come to life. Her corporate career expands non-profits, large companies, and CPA firms. She has supported businesses in chemical engineering, dot-coms, and, at KPMG, Big Four CPA firms. In her management roles, she has been able to bring complex ideas into reality while keeping an eye on the big picture. Becky’s ability to understand the details, to estimate the project timelines, and to see how each piece of the project can impact others is key to her success.

She also serves as an adjunct professor, author, and speaker. With a graduate degree from Pace University in Information Systems, Livingston also holds undergraduate degrees from two other colleges, plus a Certificate in Corporate Training from NYU. She is also an active member of the Association for Accounting Marketing (AAM) and the Bergen County (N.J.) Professional Women’s Network.

Penheel Marketing builds muscle – marketing muscle – for CPAs and small business owners. In addition to strategic consulting, the firm provides marketing services, such as content development, blog writing, online advertising, website development, graphic design, copywriting and ghostwriting, traditional marketing services, like print ad development, inbound marketing, search engine optimization, and more.

Livingston can be reached directly at Becky [@] Penheel.com. Follow her on Twitter with @Penheel

Click here for more by Becky Livingston