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 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?
Brian Hoshowski says
Hello Kim,
Thanks for the sharing social media website blog.
Brian Hoshowski
InvestmentPal says
Hi Brian, Thanks for visiting this blog site.
And hi Kim, Thanks for sharing this blog site with Brian.
Mark Lee says
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
InvestmentPal says
Hi Mark, You should have been on this list!
Kim Bryant says
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
InvestmentPal says
Hi Kim, Thanks for dropping by, and sharing your social network links. Will check them out!
Lee Reams says
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/
InvestmentPal says
Hi Lee, Thanks for dropping by.
Tyler Thompson, CPA says
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
InvestmentPal says
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”!
Matthew Patrick says
Thanks for the pub….now let’s see what we can do with it!
InvestmentPal says
Hi Matthew, Thanks for dropping by!
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
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?
InvestmentPal says
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?
Alex says
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!