5 Reasons Why Tax Accountants Should Use Social Media

I work with thousands of tax professionals year-round with various ideas of what the internet means to their firm and future growth. 

There is quite a bit of noise out there from unscrupulous SEO "providers" and myths of what works. I always ask what a client wants to accomplish online. More clients? Better communication with current clients? The answer and the reality will shape your online presence. I always start with your current clients before embarking on an online client acquisition campaign. This will yield immediate results and are your greatest referral source. One very easy way to engage current clients is by building your social media networks, whether it be LinkedIn, Twitter or Facebook.

I have compiled 5 top advantages that Tax Preparers and CPAs can gain from having a social media presence.

1) Personal Engagement - Your clients are part of the story of their experiences with you and the benefits you provide. Social media provides the modern day referral. And by engaging with your clients and prospects online, you can solidify your relationships and may help you better solve their problems. If you aren’t on Facebook, that discussion can’t even take place.

2) Low Cost of Entry - Obviously, the cost of setting up your social media sites is free. If you need assistance, then a technician would charge you to set up your accounts, but it is still minimal. Your biggest issue is the time spent writing posts or building your network. We offer services to do both, write posts and set up social media sites if needed.

3) Direct Correspondence - Think of your social media network as similar to your e-mail newsletter database. While there are some nuances of how they want to engage, social media allows you to talk directly to your audience. And the best part is that they can then share what you are saying with their network, creating the best introduction possible. All virally.

4) Current and in Real Time - Want to let your audience know about a due date or a brand new tax law change? Post it and the news is sent out immediately. Perhaps you have a seminar and you want to invite attendees. Post it and let the viral aspects of social media draw even a wider audience.

5) Connect in Your Voice - Your practice is nothing more than your relationships. It is all about people. Social media lets your audience see a little bit more about you, making a stronger connection and driving more loyalty. Invite your clients to tell their stories. Feel like they are part of your success.

I have witnessed the power of social media first hand with our clients and my own social networks. If you are not online, you would be shocked at how many recommendations are provided by peers through social media. From the local barber, pet adoptions to Quickbooks accounting, your clients and prospects are out and talking everyday. Social media is largely word-of-mouth marketing.

  • Lee Reams II

  • I am a marketing junkie who has spent the last 20 years developing and executing "best in class" word-of-mouth marketing campaigns. With over 10,000 happy clients I think we are on to something. The explosion in web marketing and social media have redefined the way independent professionals market their practices. Follow my blog to see if you can take some of our actionable ideas to market your own practice.

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