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Social Media Real World Case Studies
Presented by:
Gail Perry, CPA
Editor-in-Chief
CPA Practice Advisor
Gail Perry, CPA
•CPA Practice Advisor – Editor-in-Chief
•Financial Journalist – former newspaper columnist for the Indianapolis Star
•Former State & Local Tax Accountant at Deloitte (Chicago)
•Author of 30+ Books
Accounting Technology Ecosystem®
Social Media and Accountants
Why Social?
• Age 18-29 – 90% use social networking
• Age 30-49 – 72% use social networking
• Age 50-64 – 50% use social networking
• Age 65 and older – 35% use social networking
• Those with higher education levels and more household income are more likely to use social networking
Source: Pew Research
• Maintain Your Profile
• Use Key Words
• Build Your Network
• Participate in Groups
• Stay Current with Connections
• Research
Jim Bourke – LinkedIn • Contacted by a potential client
• Three owners
• No experience in their particular business but knew he could do the job
• Searched LinkedIn
• Personal Info in LinkedIn Updates
• Could talk about their personal interests
• Landed the account
CPA.CITP, CFF, CGMA Technology Niche Practice Leader WithumSmith+Brown Red Bank, NJ
Beth Van Bladel – LinkedIn • Noticed an endorsement from
someone she hadn’t seen in 15 years
• Sent a thank you message and mentioned availability for part-time CFO and controller work
• Same week, he recommended her for a job
• Used LinkedIn to gain information about potential client – ice breaker
• Landed the job
CPA Consultant, BvB Solutions Founder, Director, Capital Region Patient Advocacy
Building Expertise
• Website
• Blog
• Articles
• Social Comments
• Answer Questions
Jonathan Sooriash – Visibility • National Tax Practice – Federal, State,
Local
• Uses social media to position himself as an expert
• Social presence legitimizes firm as best option
• Confident that potential clients look to social media when choosing an expert
• Google Search ranking improved: Social Shares
• Uses Hootsuite and Commun.it to post, track, measure – 1 person/2 hrs/day Managing Tax Attorney
J. David Tax Relief Jacksonville, FL
• Your clients are there
• Easy to measure engagement
• There is a comfort level with the medium
• Combination/Separation of business and personal
• Can limit visibility
Gina Rodkey – Facebook • Prefers Facebook
• Hosts SBAA Small Business Accounting Advisors and weekly SBAA Happy Hour
• Facebook business page
• Built client base organically through being on social media and being responsive
• Recommends Facebook group Be Socially Awesome where you can ask questions
• Promotes her clients
• Would lose leads if she left social media
Accounting Technician Gina’s InterNet Advising Pomeroy, PA
Shayna Chapman - Facebook
• Shaynaco Facebook page
• Comfortable mix of business and community
• Outlet for posting links to blog
• Tax deadlines
• Community events
• Client activities
• Population 3600, Likes 440 CPA.CITP, CGMA Tax Preparation Service/ Accounting Business Service Gallipolis, OH
• Let clients know you’re there
• Follow your clients
• Quick comments, congrats, solutions, empathy
• Share links: news, tips, useful retweets
• Build your niche
• Anyone can follow
• Customer service
Twitter – Kelly Phillips Erb
• Blog – taxgirl.com - frustration with tax issues
• Using social media to demonstrate expertise
• Twitter – quick comments and links to blog
• 33,800 followers • Forbes – additional credibility
Tax lawyer Senior Editor at Forbes Contributing Writer, Pennsylvania Lawyer Magazine Owner: taxgirl.com
Measuring Standards and KPIs
• Social Presence (fans, likes, etc.)
• Traffic to Web site
• Social Mentions
• Subscribers
• New clients
• Increased revenue
Summary
• Determine your goals
• Focus on your strengths
• Choose appropriate venue
• Get busy today!
• Measure your success
Thank you for attending!
• Gail Perry, CPA
• Email: [email protected]
• LinkedIn: www.linkedin.com/in/gailperrycpa
• Twitter: @gperrycpa
• Facebook: www.facebook.com/cpapracticeadvisor
