What separates the successful firm from the firm that is just doing it to do it?  Successful firms:
1. Think strategically about their goals first and then decide which social media tools best suit their needs.
2. Use listening tools like Google Alerts and Twitter Search to collect data and find out where the people (potential clients) [...]

This is it! It’s time to dive in. Michael Phelps has nothing on you…after this, you’ll be a Twitter gold medalist!
Twitter for Business (Advanced Users)
The first thing I’d recommend doing is personalizing your Twitter background (see snapshot of mine above). If you’ve got a graphic designer on staff, the dimensions of the graphic are 1920 [...]

Why Twitter?
Most CPA firms are standing on a proverbial cliff wondering if they should make the leap into social media and in particular, Twitter. According to the poll on my blog, only 25% of firms are using Twitter while 43% are using Facebook and 93% are using LinkedIn. If you haven’t yet weighed in, please [...]

I came across two interesting articles lately that can help you determine if social media is a good tool for your firm and if so, how much time you should invest to get an ROI. Because when you’re working with accountants, it’s ALWAYS going to boil down to dollars and cents. You know that, I [...]

“One of the most interesting aspects of connections is that they may be priceless. Your job is to add as many gems as you can by finding the mines, digging the gemstones, and then polishing them to the point when they become priceless.” ~ Jeffrey Gitomer, The Little Black Book of Connections
How much are your [...]

When creating a social media campaign, one should ask themselves: WHO, WHAT, WHERE, WHEN, WHY and HOW.
WHO are your Centers of Influence?
Who are you interested in influencing and who do you want them to influence? Because those you choose to connect with will become your proponents in helping you advance your brand (brand = firm [...]

Feel free to enter the Web 2.0 world slowly. When you Google “Twitter,” you get 615,000,000 search results. That can be overwhelming and believe me, for 140 characters, Twitter can be complicated! Start by creating accounts on the major sites; Twitter, Facebook and LinkedIn. There are two other popular social media sites that are optional [...]