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Marketing Tips for Accountants and CPAs

Have you been hearing a lot about Twitter of late? I know I’ve been discussing it a constantly.  Twitter is the internet marketing industry’s newborn golden child. It can be a convincing lead source and if you can muster a sufficient number of retweets for your links joining the Twitter village can effectively impact your website’s search engine presence! Marketing in this fashion can help any business. Anyone who needs new clients will find a lot of them on Twitter, but service pros like Accountants will find joining the “Twitosphere” particularly beneficial.  You’ll find a lot of prospects, clients, and colleagues using Twitter. If you’re not familiar with this new social marketing tool you’re falling behind. Take some time to learn about it. There is a good article about it here.

Twitter is not without it’s downside. The number of tweets you’ll be seeing will quickly become overwhelming. If you’re already marketing to all the “tweeple” out there you are no doubt dealing with these challenges. There’s a lot of noise on Twitter and picking through it for tweets and finding references worth engaging can be a surprising amount of work.

Let me offer you a little bit of free advice. Don’t be the guy making noise. Keep your posts relevant. When you make a post it will appear on your friends pages, and they really don’t want you cluttering up their page with a half dozen useless posts a day. If you leave lots of gratuitous messages people will stop following you.

This deluge of data can be managed. There are a number of applications that have been developed to help you navigate this new environment.

There are two ways to access Twitter. Most people just log in through the Twitter website. Obviously you should assume this is how most of your followers are viewing your posts. Consider this the main method of accessing the service. It’s certainly not the only way, though. There are also a variety of third party programs for use with your desktop, notebook, or mobile device. Not only do these present a more stylish interface, they often have tools that make your journey more orderly. We’ll explore a few of these.

TweetDeck
One is TweetDeck, originally from the creators of Seesmic Desktop (an earlier incarnation of the same application). With this program, you can log in to and manage multiple accounts, organized in columns, of which the default includes all friends, mentions, and direct messages.

More recently, TweetDeck has grown to support FourSquare and Facebook, as well as providing Twitter’s trending topics. You can even access hash tag searches quickly and easily. Best of all, the program is free.

Tweetie and Twitterific

For more simplistic interfaces, programs like Tweetie and Twitterific are good bets. Both can be run without a license, but it’s not really freeware. If you don’t pay you will have to deal with pop-up ads. Both programs allow you to access mentions and direct messages.

TwitWipe

One challenge with Twitter is the how cumbersome it is to delete tweets. Under normal circumstances, the only way to do this is by logging in and deleting the tweets by hand. It’s easy enough to delete a few tweets at a time, but sooner or later you’re going to want to delete all your previous tweets. When that time comes you could have thousands of tweets piled up. Deleting that many tweets just isn’t practical.

Fortunately, there’s a freeware application that will make this easier and more cost effective for you. It’s a web based utility rather than an installed application. Using this tool you can quickly and easily delete as many tweets as you may need to delete in a single operation. You can get it free at it’s website: twitwipe.com.

A Couple Quick Warnings: First, Twitwipe doesn’t allow you selectively delete tweets. It’s going to erase EVERYTHING. As far as I know, there isn’t any way to pick and choose between your tweets. Also, be warned. The website looks like t was built by an angry teenager rather than a professional coder. The guy is crude and has absolutely no talent for marketing. The very first thing you’re going to see is the F-Bomb in great, big, boldface letters when you visit the site. He cusses like a sailor all over the site. The product itself, however, works exactly as advertised.

Get Organized and then Get Started

These apps make it easier to dive into Twitter without getting overwhelmed. Twitter is a vast approachable community. Last time I checked it was boasting more than 75 million users around the world.

Can you truthfully afford not to take advantage of it?

About the Author
Brian O’Connell is the CEO and founder of CPA Site Solutions, one of the country’s leading businesses oriented exclusively to CPASites. His company presently provides websites for more than 4000 CPA, accounting, and tax preparation firms.


Brian O'Connell | January 10, 2011 | no comments
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I’m going to deem that you don’t require a speech on the marketing value of CPA sites and the internet. If you’re reading this you probably already use them. You may or may not, though, have already taken the next logical measure and looked into the benefits of online social networking on sites like Facebook and Twitter. Here are some selected ideas that may help you make the decision about what aspects you should place your focus on. If you’re rolling your eyes at the thought of using twitter to build your practice you’re not entirely wrong. There is a stigma that you’ll need to get around.

Most people look at social networking sites as playgrounds. A lot of people are making a lot of money on them, though, so this isn’t necessarily the case all across the board. There are business oriented social business networks liked LinkedIn, sure, but the sites on the "social" end of the networking spectrum can still work for you. A lot of important deals get closed on the golf course, yes?

Facebook and Twitter have the advantage of scale. As of 2010, Facebook has over 500 million members and Twitter, around 190 million—compared to LinkedIn’s 80 million (no small number, mind you!).

The numbers are also telling. Contrary to popular belief Facebook and Twitter are not dominated by teenagers. The 12-17 demographic only makes up about 11% of Twitter’s market. If Quancast’s estimates are correct more than 35% of their users are 35 or over. In short: there’s a lot of money on these sites.

In my opinion if you’re looking into promoting your business, it’s usually better to go with Facebook than Twitter. Twitter has a larger base of business users, almost 6%, but only a small percentage report it as being effective. Facebook is better at targeting people’s interests, or "likes". These can be used to target your efforts on users that are likely to respond.

Each service also has tools that make promotion easier.

Twitter uses hashtags. It also has desktop and smart-phone apps like TweetDeck that allow you to identify and connect with others with similar interests. For CPAs, you can search #CPA to get tuned into the conversation other CPAs are having. On Facebook, you can search groups to find some that suit your needs. You can find just about anything, from start-up businesses, to entrepreneurs, to just about every specific industry. You may also find some useful advice for running your business in groups dedicated to accounting. There’s health care for accountants, support groups, and firms that are shifting their business model to cloud computing.

This article isn’t comprehensive. There are lots of other ways you can use online social networking to build your firm. Don’t be shy! You likely already have all the skills you need. The nature of networking hasn’t changed, just the medium. The opportunities for finding new prospects and profits are endless!


In all my years designing websites for CPA’s one of the most infuriating problems I have is when a new client comes to me with an existing website ready to take the next step and we find out that he doesn’t even own the domain name he’s been using for years!

Don’t be taken in by this scam. Many web hosts will offer to reserve the domain name for you, then turn around and reserve the domain in their own name in an account that you can’t access. And don’t think that dealing with a large company is any protection! My biggest competitor does this, and they actually charge people a $50 fee when they leave if they want to take the domain name with them!

When allowing a host to purchase your domain name ask them some screening questions:

  • Will the domain be registered in my name?
  • Will I be listed as the “Administrative Contact”?
  • Will the domain be reserved in a retail account in my name with a control panel that I can access?
  • Can I lock you out of that control panel if I choose to?
  • Can I continue to manage my domain through this control panel even if I decide to stop hosting through you?

If the answer to ANY of these questions is “No” politely inform the representative you are speaking with that you will reserve the domain yourself.

It is easy to register your own domain and it will guarantee that you can keep control of your address even when you change website providers. Registering a URL is easy and usually very cheap (less than $15 a year).

My company provides a service that meets all these criteria and caters specifically to accountants and CPAs. When I do a client registration I set them up with a retail account in their name on this service. They can lock me out simply by changing their password and if they ever leave our hosting service they will be able to continue to manage their domain themselves. They not only own their domain, they actually have administrative control over it.

Your domain name is your real estate on the web. Make sure you actually own it and not your web host!

TIP

When you change your Email address always make sure you log into your domain name registrars site first and make sure they have the new email. It may save you a HUGE headache when the time comes to renew.