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6 Pointers for Your Firm’s Social Media Strategy

Column: Tips & Tricks


From the October 2010 Issue

[If you’ve already read the part of this column that appeared in our June print
issue, you can click here to jump to the bonus online content.]

In my August 2010 column, I offered some tips for improving email management
with the most overriding bit of advice being that, with the ever-increasing
amount of email modern professionals receive, it’s more important than
ever to be proactive at controlling that influx of communication. This isn’t
just for tax and accounting pros, of course, but for all information professionals.

We are also increasingly bombarded with fairly new methods of communication.
Although email has only been in widespread business adoption for about 15 years,
newer technologies and phenomena such as social networking and text messaging
are quickly finding their way into our professional lives, as well. And just
as maintaining an effective workflow is important to client service, the same
is true regarding how we manage these new communication methods.

To date, Facebook, Twitter and LinkedIn have become the most pervasive and
widely adopted social media. I wasn’t one of the early bandwagon proponents
of these sites for business networking and marketing, but I’ve come to
greatly appreciate the potentials they have, when they are used effectively.
By now, even most curmudgeonly non-techies have had at least some interaction
with one or all of these social media sites. And upon first glance and experience,
it is easy to see them as time-wasting endeavors or even potentially negative
influences to firm productivity. There are professionals, however, who have
essentially spearheaded the development of best practices, mostly by trial and
error. These social-savvy tax and accounting professionals have found real ROI
in their use of all three of these websites, with trackable new client wins
that have added tens of thousands to their firm revenues.

One of these firms is Bordeaux & Bordeaux (,
a Wylie, South Carolina CPA practice run by husband and wife team Chad and Donna
Bordeaux, both of whom are CPAs. Chad’s early adoption and strategic use
of Twitter (where he’s @CLT_CPA)
enabled the practice to gain more than $30,000 in definitive new client wins
over the first few months that he used social media to promote their firm.

How did he do it? By determining what news and information might be of value
to small business owners who were also on Twitter. So during the course of the
workday, if he ran across an article about a new potential tax or credit for
small businesses, he’d post a link to the article and briefly note some
insight about how people might be affected. This not only positioned him as
an expert on those matters, but also prompted some readers, including existing
clients, to contact him for more information about the subject.

One of the keys to his success with Twitter is that Chad and other professionals
like Chicago CPA Jody Padar (;
Twitter: @JodyPadarCPA)
differentiate between the public relations and marketing aspects, approaching
them with a strategy. By creating groups and lists of followers and those followed,
users can target messaging more appropriately, such as to Twitter followers
in their local area or Chamber of Commerce, as well as fellow professionals
or potential clients who are more distant.

Likewise, many firms have turned to Facebook to provide clients, potential
clients and general online visitors with a reference point for their firm, in
addition to their practice website. This provides an additional channel of communication
to those who might find value in their firms’ services, and also adds
a human/social element to the firm marketing equation.

So how can other professionals replicate the successes that some firms have
had with social networking? It mostly comes down to treating the phenomenon
(whether Facebook, Twitter, LinkedIn or other) as a form of marketing for the
21st Century. Not using it will not make it go away, but could instead cause
your firm to miss out on potential clients and make the practice appear stodgy
or non-technologically adept.

Of course, just as not everyone has a marketing mindset and personality, not
everyone will be inclined to use social media or, just as important, to have
the discipline to use it in strategic ways. There’s likely a person in
your firm or family that’s already using social media and may be a natural
fit for helping your practice. If yours is a one-person office, well, you should
prepare to wear a new hat because social marketing and networking simply is
a necessity of the modern practice. Here are a few guidelines for getting social
media to work for you.


    1. Schedule Your Activity.
    2. Use Apps That Multi-Post.
    3. Post Relevant Content with Links.
    4. Consider it 21st Century Marketing.
    5. Use Groups To Manage Communication.
    6. Build Your Online Followers.

Technology will continue to change how professionals interact and communicate
with clients and prospects so it’s important to keep an eye on how other
professionals are finding success with these tools. As with email, smartphones,
texting and other types of modern technologies, effective use (and maintaining
sanity) often comes down to basic strategies that can help you proactively manage
those communications.

Next month, I’ll look at productivity tips for automating search functions
and using customized home pages that integrate many communication, calendaring
and news tools.

(Bonus online content starts here.)

Six Social Media Strategy Pointers

1) Schedule Your Activity. Social media is now a part of
your firm’s marketing, which means it’s work, so treat it as work,
whether or not it is something you enjoy. By maintaining at least a basic
posting schedule, you will ensure that you and your firm are getting exposure
on a regular basis. It’s also beneficial to think about the business
owner followers that you have and when they are more likely to be using a
website such as Twitter. For many business users, this is at the beginning
of the workday, around lunch and nearing the end of the workday, because it
coincides with times when people are looking through their schedules, catching
up with online news sites and sifting through email.

2) Use Apps That Multi-Post. You don’t have to go
to Twitter or Facebook to make posts on Twitter and Facebook. In fact, many
younger professionals who are active with social networking rarely even visit
the sites, because they use applications on their smart phones that compile
the sites for them. There are also similar tools for making posts, both for
computers and mobile phones, that allow you to enter a post once and have
it appear on multiple Twitter and Facebook accounts. Check out TweetDeck and
UberTwitter. And in reference to tip #1 above, some of these tools even let
you pre-schedule your posts, so that you can have messages sent out at predetermined

3) Copy/Paste Links. The value of a tax and accounting
professional, as with some other professions, isn’t just in what you
know and can do, but in what you know how to find out. As a part of your daily
professional life, you are exposed to news and information sources that non-professionals
aren’t, but which might offer news that affects them. So, run across
an interesting article on new credit limits for 2011? Copy and paste a link
to the article to share it with your followers, and add a sentence worth of
your insight. If your followers are interested, there’s a good chance
they will reach out to you for advice. Since Twitter only allows you 120 characters
for your message, however, use a tool that shortens web addresses into post-friendly
lengths, like

4) Consider it 21st Century Marketing. As I noted earlier,
social media is a form of marketing and not a fad. While the specific venues
of social media (Twitter, Facebook, et al) will certainly change with time,
the phenomenon is not going to simply go away, and as today’s younger
workers move into decision-making roles, it will be an increasingly valuable
media channel for reaching them. So, treat it as work, and try to find the
person in your practice with the most natural aptitude for it. And in many
cases, it doesn’t have to be only one person. Many firms and businesses
have found that scheduling multiple persons on the staff to make posts can
diffuse some of the extra responsibility, while also having more people engaged
in the activity. Four our Facebook and Twitter posts, as well as our blog,
we share the scheduled postings between several staff, and then allow the
same staff to post additional messages as they want.

5) Use Groups To Manage Communication. Just as a firm shouldn’t
send the same mail or email marketing message to its once-a-year 1040 clients
as they do to their business or high net worth clients, some professionals
(like Chad Bordeaux) have found it more productive to direct some posts only
to certain groups of online followers. Most social media systems include functions
for group management.

6) Building Online Followers. One additional tip to those
who may still be getting started with social media, a quick way to gain followers
is to find other professionals and organizations online that you have an interest
in following, and to interact with them and the other followers of those groups.
And following them and others will often result in them following your posts,
which then exposes you to even more online users.

Technology will continue to change how professionals interact and communicate
with clients and prospects, so it’s important to keep an eye on how other
professionals are succeeding with these tools. As with email, smart phones,
texting and other types of modern technologies, effective use (and maintaining
sanity) often comes down to basic strategies that can help you proactively manage
those communications.

In the Productivity in Practice feature at,
I profile another professional who is actively using social media to build and
market his practice.

Next month, I’ll look at productivity tips for automating search functions
and using customized home pages that integrate many communication, calendaring
and news tools.

See inside October 2010

October is Project Month: 10 Tasks You Should Tackle Today

Column:The Sage Peachtree Perspective


Tools to Maximize the Distributor/Supplier Relationship: How Your Clients Can Gain Better Balance

Column: Real Clients, Real Stories