Social media for accountants – 20 savvy CPA’s & tax preparers

Alongside financial planners, CPA and tax accountants deliver key services to manage their customers’ finances.  Last September, I presented “20 social media savvy financial advisors.”    What about social media for accountants ?  CPA’s and tax preparers too are leveraging social media to reach out to clients and prospects.   Here’re 20 social media savvy accounting and tax professionals who are using social media for branding, client retention and acquisition.

social media savvy accountants - Tyler Thompson

Social Media for Accountants

 

1.  Anthony Sykes 

sykesaccounting.blogspot.com | linkedin.com/sykesaccounting |  @sykesaccounting

 

2.  Ben Loggins 

logginscpa.com | linkedin.com/benloggins |  @BenLoggins

 

3.  Ben Shull    

brscpa.com/articles  |  linkedin.com/brscpa |  @brsCPAKatyTX |  facebook.com/brscpa

 

4. Blake Phillips  

wildcattax.com/newsletter   |     linkedin.com/in/blakehphillips   |     @WildcatTax   |  facebook.com/WildcatTaxAccounting

 

5.  Daniel Stoica 

danielstoica.com/category/blog |  linkedin.com/company/daniel-stoica  |  @DanielStoicaTax |   facebook.com/DanielStoicaAccountingProfessional

 

6.  James D. Brown  

jbrowncpa.com/newsletter.php |  linkedin.com/jbrowncpa |   @JBrownCPA |  facebook.com/JBrownCPA

 

7.  Joel Ungar  

joelmungar.blogspot.com/  |  linkedin.com/joelmungar  |  @JoelUngar |  facebook.com/jmungar

 

8.  Lewis Robinson  

yoyoretirement.com |   linkedin.com/lewisrobinson |  @plrcpa |  facebook.com/plrcpa

 

9. Matthew Patrick  

theaddaccountant.typepad.com/  |  @dmatthewpatrick |  facebook.com/patrickaccounting

 

10. Michelle Edwards    

cpainerie.com |  linkedin.com/michelleedwardscpa |  @TrailheadCPA |  facebook.com/TrailheadAccounting

 

11. Mitchell Freedman  

mfac-bizmgt.com |  @mitchpfs |  facebook.com/mitchell.freedman

 

12. Monica Lawver  

cpaconfessions.blogspot.com  |   linkedin.com/monicalawver |  @TheTaxCPA

 

13. Neil Johnson  

thetaxdude.com |  linkedin.com/thetaxdude | @thetaxdude

 

14. Phil Hogan

philhogan.com/blog/ |   ca.linkedin.com/philhogandotcom |  @cross_bordertax

 

15. Robert Gard  

linkedin.com/robertgardcpa |  @BobG_CPA

 

16.  Sharon Gubinsky  

linkedin.com/sharongubinskycpa   |   @gubinskycpa  |  facebook.com/sharon.gubinsky

 

17.  Sharon Perry   

sharonperry.ca/blog   |    ca.linkedin.com/in/sharonperryca   |  @sjperryCA   |  facebook.com/SharonPerryCA

 

18. Steve Mangan  

shmcpa-mn.com/blog |   linkedin.com/shmcpa |  @shmcpa |  facebook.com/shmcpa

 

19. Thomas Palm  

thomasjpalm.com/articles |  linkedin.com/thomasjpalm |  @thomasjpalm

 

20. Tyler Thompson  

thompsonmyers.com/small-business-blog  |  linkedin.com/tylerthompsoncpa  |  @ThompsonMyers  | facebook.com/ThompsonMyers

 

Do you know a social media savvy CPA or tax professional who should be on this list?

 

InvestmentPal

Comments

  1. Hello Kim,
    Thanks for the sharing social media website blog.
    Brian Hoshowski

  2. Hi guys
    I appreciate this is a US based list so you may not want to consider a ‘Brit’ such as myself. On this side of the pond AccountancyAge has described me as ‘one of the most networked accountants in the UK’.

    You can find me:
    Twitter: http://twitter.com/BookMarkLee
    LinkedIn: http://www.linkedin.com/in/BookMarkLee
    The Boring Is Optional blog: http://marksaccjokes.blogspot.co.uk/
    Blogging for ambitious accountants: http://www.BookMarkLee.co.uk/blog

  3. You’ve got a great list going! We would love to be considered for a future list!

    Check us out…

    Website: http://www.bryant-associates.com, which includes our blog
    Facebook: http://www.facebook.com/bryantandassociates
    Twitter: http://twitter.com/#!/BryantCPA
    LinkedIn: http://www.linkedin.com/in/kimbryantcpa
    YouTube: http://www.youtube.com/user/bryantandassociates
    Pinterest: Bryant & Associates

  4. We had a CPA client who was very successful using a raffle to gain new followers. More importantly they gained over 50 client testimonials on their facebook page from the promotion.

    Learn more here –
    http://www.clientwhys.com/blog/use-a-facebook-raffle-to-drive-word-of-mouth-marketing-results/

  5. A lot of great info here. Thanks.

    But, I’m feeling a little left out here in Indianapolis! :) Seriously, put us on your list!!!

    Check us out at http://www.thompsonmyers.com
    My blog at http://insidesmallbusiness.blogspot.com/.
    http://www.facebook.com/ThompsonMyers
    Twitter @thompsonmyers
    YouTube at http://www.youtube.com/user/thompsonmyers

    • Hi Tyler, Thanks! Very nice use of the various social media channels, especially Facebook. Yes, we did miss some good ones on this list. Please join us at our growing Linkedin group “Social media marketing in financial services”!

  6. Thanks for the pub….now let’s see what we can do with it!

  7. Kirill Storch says:

    Very cool, hopefully soon myself and my parter will join your esteemed ranks. Though I would be curious as to how this list was actually developed. Quick question: We are looking to create a custom branding app for our CPA business (small, 2 person business) We don’t want to pay an FBML developer, so is it possible to just iframe our site directly into a facebook page? We found this accounting branding app but it does not have all the components we need (it just gives u one accounting option)

    http://www.facebook.com/pages/Mindflash-Advertising/180033020422?v=app_4949752878&ref=ts

    See it seems here that they are not paying for FBML but are actually just streaming their site directly into their FB page, b/c I looked them up and their site has the exact same code behind it (including same CHARSET— utf 8)

    http://mindflashad.com/branding-concept-quiz/

    Any thoughts on this? Also, have any of you guys actually done this and can you comment on the conversion rate of an iframe app vs and fbml one on fb?

    • Hi Kirill, Thanks for dropping by. The list was developed based on both quantitative and qualitative measures. For example, the number of Twitter followers, Linkedin connections, Facebook fans were used as a proxy measure of reach & engagement (though arguably, high reach does not always equal high engagement). Members on the list have numbers that rank relatively high amongst their peer group on at least 2 of these 3 social platforms. Qualitative assessment based on how these members were using these platforms for marketing was also taken into account. Are they leveraging their social profiles to brand themselves consistently across the various platforms? Are they using the communication tools available to engage potential clients?

  8. Creating a unified picture, as well as unifying content amongst the various social media platforms out there is an essential practise when promoting yourself online. People want to recognize your face and want some consistency with what you offer!

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