Jason Blumer Explains “Social Accounting”

Will Xero give QuickBooks a run for it’s money? CPA Jason Blumer of Blumer CPAs thinks so. Here he evangelizes for Xero, a small-business cloud-based accounting solution from New Zealand, and for “social” accounting. More about Jason Blumer on CPA … Continued

Five Keys to Better Client Retention

From the Accounting Office Management & Administration Report via Texas Society of CPAs.

Attracting and retaining clients has taken on new importance for CPAs whose firms have taken a hit in the last few years.

“In this recession, CPAs have had some whoop-ass put on them, mostly because the number of clients is dissolving,” says Rick Telberg, president and chief executive of East Hampton, N.Y.-based Bay Street Group LLC, advisers in marketing, management, and strategy for the tax, accounting, and finance industries.

The biggest way to land new clients is through referrals, Telberg says, and these days it’s happening online. “What we’ve found is that the firms that are doing something—anything—are making progress,” he says.

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The Facebook Factor for CPAs

How social media marketing strategies can level the playing field for small firms and career-minded professionals. by Rick Telberg Facebook, LinkedIn and Twitter are ushering in a new age of opportunity for tax, accounting and finance professionals, but only if … Continued

Linkedin Leads in Social Media Strategies

Accountants shun Facebook and Twitter. Linkedin has established itself as “the premier social networking site” for tax, accounting and finance professionals, according to a new study by a veteran of the CPA profession. And well over three in four professionals … Continued

Why Kaufman Rossin CPAs is on Facebook

Social Media’s Not For You. Or Is It? By Janet Kyle Altman “Why is your CPA firm on Facebook?” I get asked all the time. “Why would a CPA firm be twittering, or blogging, or posting videos on YouTube?” This … Continued