{"id":52938,"date":"2017-11-17t11:30:31","date_gmt":"2017-11-17t16:30:31","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=52938"},"modified":"2017-11-28t12:16:22","modified_gmt":"2017-11-28t17:16:22","slug":"social-media-basics-accounting-firms","status":"publish","type":"post","link":"\/\/www.g005e.com\/2017\/11\/17\/social-media-basics-accounting-firms\/","title":{"rendered":"social media basics for accounting firms"},"content":{"rendered":"
<\/a>setting up on the 3 major platforms. by sandi leyva<\/i> social media can be a great marketing channel, but the big challenge is how to keep it from draining all of your time. the key is having rock-solid systems and procedures and time limits.<\/p>\n more small firm growth strategies:<\/b> make google adwords work for you<\/a> | the 5 c\u2019s of successful websites<\/a> | speaking: how, where and getting leads from it<\/a> | 3 more kinds of referrals<\/a> | turn to the abcs for client feedback<\/a> | use client \u2018touch plans\u2019 to stay in touch<\/a> for small businesses trying out social media\u00a0for the first time or with strict budgets or time limits, i recommend doing minimum activity or only being active in one of the three accounts (linkedin, facebook and twitter). once you get your procedures solidified for these minimum activities, you\u2019ll be able to expand to more venues and more activities if you want to. you\u2019ll find my approach is as hands-off as possible. i batch, automate and schedule everything i can so that i am almost absent from the social media. some people might criticize this approach, stating that the whole point of social media is to interact. but i feel that this will free up enough time so that when you do spend personal time in these systems, you have more time for true interaction.<\/p>\n the systems discussed here will provide you with a presence in social media. you can then add as much time as you like daily, weekly or monthly, to personally interact and respond to your constituents.<\/p>\n setup<\/strong><\/p>\n profile<\/em><\/p>\n linkedin\u00a0is free. you can grab your account at www.linkedin.com. many people ask me if they should purchase the premium version of linkedin. the answer is no, unless you are a job recruiter and\/or plan to send loads of linkedin messages to people you don\u2019t know. there is truly no reason to pay for linkedin.<\/p>\n to get set up, you\u2019ll need some marketing materials:<\/p>\n it should only take an hour or so to fill in your profile. here are some tips for advanced effectiveness:<\/p>\n connections<\/em><\/p>\n in these social media programs, connecting with someone can be two-way or one-way. two-way means you both have to consent to the connection. one-way means you can connect to the person, but they do not have to connect back. in linkedin, connections are two-way.<\/p>\n if your outlook or email contact list is clean, i recommend using the wizard provided by linkedin. otherwise, you can use the recommendations and the find function to link to people you know.<\/p>\n groups<\/em><\/p>\n join as many groups as you can on linkedin. this is where the action is.<\/p>\n most people join groups of their peers. that\u2019s fine, especially if you tend to get referrals from other accounting professionals because you are niched. but don\u2019t stop there. join groups where your clients will be hanging out. if you\u2019re not sure, ask your clients what groups they belong to (or connect with them on linkedin\u00a0and view their profiles to find out). this is where you will get some great knowledge about how best to serve your clients.<\/p>\n you might want to change your email settings or set a rule in linkedin\u00a0about how often you want to be notified of discussion activity because your inbox can fill up fast from linkedin announcements.<\/p>\n recommendations <\/em><\/p>\n it\u2019s important in linkedin\u00a0to have your bosses, team members and clients recommend you. send about 10 initial emails to your strongest bosses and clients to ask for recommendations. here\u2019s a sample email you can send:<\/p>\n subject: a favor, please<\/p>\n hi __,<\/p>\n i value the work we did together at ____ organization. i enjoyed working with you very much and i want to ask a favor.<\/p>\n if you are comfortable doing so, i would very much appreciate you posting a recommendation for me on linkedin.<\/p>\n i appreciate your time and your business.<\/p>\n warm regards,<\/p>\n your name<\/p>\n ongoing<\/strong><\/p>\n to continue building your network, set a goal to get a certain number of connections and recommendations per month. there is no limit (that i know of) in linkedin\u00a0for connections, but after 500, the number of connections displays 500+. if you are over 500 and want to know how many you have you can click connections and then click the gear icon on the connections page header banner on the right side. the count will be displayed on the left just below the header.<\/p>\n set up a folder in your email system called linkedin. set a rule to move all of the linkedin emails to the folder. once a week, or once a month, clean out the folder and respond to requests to connect, review email requests, and scan discussions in your groups. post discussion comments if you have something to add or want to increase your visibility.<\/p>\n facebook\u00a0is free. you can go to www.facebook.com and set up your account. you\u2019ll want to set up both a personal profile and a business page.<\/p>\n first, set up a personal profile using your real name. the personal profile used to have a combined limit of 5,000 friends and pages. (i\u2019m not sure what it is now because i am just below 5,000.)<\/p>\n after you\u2019ve set up your personal page, now set up your page for business. this is the place you really want people to \u201clike.\u201d<\/p>\n personal profile<\/em><\/p>\n to set up your profile, you\u2019ll need:<\/p>\n schedule an hour to get your personal profile set up. the only sections you really need to complete are the basic information, a profile picture and your contact section. be sure to then go into your privacy settings and adjust those to what you want to allow people to see about you.<\/p>\n if you have more time, add photos and videos of you, your education, interests, sports, and arts and entertainment.<\/p>\n friends<\/em><\/p>\n in these social media programs, connecting with someone can be two-way or one-way. two-way means you both have to consent to the connection. one-way means you can connect to the person, but they do not have to connect back. in facebook, friends are two-way, and \u201cliking\u201d pages, described below, is one-way.<\/p>\n make a strategic decision about whether you want to connect with business people or people you don\u2019t know very well on your personal profile. if you\u2019re worried about strangers seeing you coo over your grandbabies, or worse, the messages from your teens, you can always create a list and put your closest friends and family in one list. you can filter the messages you see and send by lists, so it\u2019s a nice way to organize people the way you want them.<\/p>\n page<\/em><\/p>\n in the long run, you\u2019re best off starting a business page and encouraging people to \u201clike\u201d it. it takes longer to build a following on a page than it does a personal profile. the reason is friends are a two-way requirement; you both have to agree to be friends. on pages, a person can \u201clike\u201d your page, which helps your following, but you don\u2019t have to \u201clike\u201d their page back. so plenty of people are eager to friend you but far fewer are eager to \u201clike\u201d you.<\/p>\n ask your graphic artist to come up with a horizontal banner 851 pixels wide and 315 pixels high for the timeline graphic. mine has the logo on top, my photo in the middle and a tagline on the bottom, with some design elements in the background. this makes for a nicer graphic than your photo alone that you can use on your page.<\/p>\n take another hour and set up your page profile. if you have them, add photos of you, your staff, any certifications, your logo, and you in action, at a conference, speaking or with clients.<\/p>\n once you have it set up, you can invite your friends from your personal account to \u201clike\u201d your business page.<\/p>\n ongoing<\/strong><\/p>\n friends <\/em><\/p>\n respond to friend requests you receive and initiate connections you would like to have. if i didn\u2019t know the people, here is what i sent people who wanted to be friends:<\/p>\n hi_________,<\/p>\n thanks for your friend request. i am out of room on my personal profile. i would love to invite you to \u201clike\u201d my page: http:\/\/www.facebook.com\/sandismithleyva<\/p>\n hope we can connect that way!<\/p>\n sandi<\/p>\n i did this in the beginning, but stopped doing it after a while because it was too time-consuming.<\/p>\n page requests<\/em><\/p>\n you will have many pages suggested to you. these are at the bottom of the friend request page. work from the bottom to the top because it\u2019s much faster this way the way the page refreshes. click ignore on all of them except the ones you want to join.<\/p>\n i did this in the beginning, but stopped doing it after a while because it was too time-consuming.<\/p>\n events<\/em><\/p>\n you will be invited to many events. you can ignore them or delete them. if you want to delete them, go to the home page. on the right column, it will say upcoming events. click the link that says # event invitations. they will expand. click the x next to each invitation. check the box that says \u201cignore invites from __.\u201d this will keep the volume down. do this for each event until there are no more events.<\/p>\n i did this in the beginning, but stopped doing it after a while because it was too time-consuming.<\/p>\n pokes<\/em><\/p>\n if there are any pokes at the bottom of the right column, x each one.<\/p>\n i did this in the beginning, but stopped doing it after a while because it was too time-consuming. now i just ignore all this activity.<\/p>\n app requests<\/em><\/p>\n from the left menu, click app request. click x on each app request. if it\u2019s a game like farmville, a rose request or it looks very non-business-y, click block all future requests.<\/p>\n i did this in the beginning, but stopped doing it after a while because it was too time-consuming. now i just ignore all this activity.<\/p>\n many of these actions are not necessary, but will keep your profile clean. feel free to have these pile up for a month at a time. right now, i have 250 friend requests waiting for me to hire a new intern.<\/p>\n twitter\u00a0is free. sign up for an account at www.twitter.com.<\/p>\n setup<\/strong><\/p>\n you\u2019ll need a photo and a very short description of your company. the first line of your elevator speech might be fine. you\u2019ll only need half an hour or less to set up twitter.<\/p>\n an optional graphic to upload is a twitter\u00a0background. ask your artist for a 1750 pixels wide x 750 pixels tall graphic. most of this graphic should be a solid color, and the only design should be a 2-column centered message. the reason is so it will look good on a mobile phone when twitter centers your photo in front of the background graphic. see ours: https:\/\/twitter.com\/cpaaccelerator.<\/p>\n ongoing<\/strong><\/p>\n following people<\/em><\/p>\n unlike linkedin\u00a0or facebook, twitter\u00a0connections are one-way. you can only follow people. those people can follow you back or not. anyone can follow you. one way to build your following is to follow people.<\/p>\n set a goal to follow a certain number of people each week or month. look for your ideal client as well as people you want to listen to. use keywords or names to find these people. view their profiles, and click follow.<\/p>\n in most cases (unless you are a huge celebrity), it\u2019s good etiquette to follow someone back who follows you. set up an automated system to do this by using social oomph.<\/p>\n you can go wild following people until you get to 2,000. then some rules kick in from twitter, and if you are out of balance between the number of people who are following you and the number of people you are following, you won\u2019t be able to follow any more. so keep these numbers fairly equal by using friendorfollow.com and unfollowing people who don\u2019t follow you back.<\/p>\n when someone follows you on social media, it\u2019s not necessarily going to be someone who ever wants to do business with you. it\u2019s a common rookie mistake to think that anyone who follows you is a lead.<\/p>\n leads come in varying strengths, so please don\u2019t hound them. wait until they contact you. work them up your marketing chain. get them to visit your website or sign up for your newsletter, which are both much stronger connections than social media.<\/p>\n","protected":false},"excerpt":{"rendered":"
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\nthe complete guide to marketing for tax & accounting firms<\/i><\/a><\/p>\n
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\nmany businesses use free interns to do their social media. coupled with solid procedures, this is another good way to go.<\/p>\nlinkedin<\/h3>\n
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\n<\/em><\/li>\n<\/ol>\nfacebook<\/h3>\n
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twitter<\/h3>\n