Posts Tagged ‘social media’

Friday, February 26th, 2016

Social Media & CPAs – An Interview With Rita Keller

I was delighted when the Ohio Society of CPAs asked me to be interviewed for their Spotlight Series. We did a few segments and yesterday they released the one about social media: Social Media & CPAs – How To Get Started & Why.

I hope your firm is taking full advantage of social media:

Also, here’s the link to the OSCPA YouTube copy.

  • Smart phones and social media expand our universe. We can connect with others or collect information easier and faster than ever.
  • Daniel Goleman

Tuesday, June 25th, 2013

LinkedIn And Public Accounting

When it comes to social media, accountants in public practice have been somewhat slow to embrace it and use it effectively.

However, I have observed that one tool they have embraced is LinkedIn. I can find almost every CPA or CPA firm team member I search for on LinkedIn.

When it comes to using it effectively, that’s another story. Barry MacQuarrie of KAF CPAs, provides training for their firm clients and for other CPA firms. Check-out his brochure here.

Wayne Breitbarth is also a LinkedIn trainer and writes an interesting blog with lots of tips and tricks for getting the most out of LinkedIn. Breitbarth does an annual survey of LinkedIn users and has provided this very interesting infographic.

Keep in mind, the profession of public accounting is a people business. Continually enhance your connections with people and use as many tools as possible to do so.

Linkedin Infographic

Via: PowerFormula for Linkedin Success

  • A dream you dream alone is only a dream. A dream you dream together is reality.
  • John Lennon

Wednesday, June 5th, 2013

Help Determine How Much CPAs Are Using Social Media

It’s that time of year again. Time for the SocialCPAs annual Social Media Survey. This is the 4th year for the survey.

You will be able to use the survey results to compare your social media efforts to your peers. It should only take you about 10 minutes.

Click here to take the survey.

If you want to see past survey results, you can access them here.

Be sure to visit the SocialCPAs site for interesting and up-to-date information about social media for accounting professionals. Barry MacQuarie does a great job.

I found this hilarious video when I visited recently. This is for those CPAs who are not quite there yet when it comes to paperless!

  • If you don't design your own life plan, chances are you'll fall into someone else's plan. And guess what they have planned for you? Not much.
  • Jim Rohn

Tuesday, February 26th, 2013

Many CPAs Are Nearing Retirement – So What?

weissWe have been hearing it from the AICPA, state societies, consultants, writers, etc. for many years now. Baby Boomers are hitting age 65 at the rate of 8,000 per day – beginning in 2011 and continuing for 18 years.

Are you in this group? Are you 60 or older? If so, I bet retiring (or not) is on your mind from time to time.

Alan Weiss, consultant, speaker and author of Million Dollar Consulting (and many other books) described his feelings about turning 67 on his blog recently. I think you might enjoy reading how he looks at it. Here are some highlights but be sure to read the entire blog post.

“I have always tried to live life to the fullest. You may ask what alternative we have, but daily I see people throwing their lives away in part and by pieces, which to me is the equivalent of simply taking more time to end it. I don’t  believe we’re here to stick our toes in the water. I believe we’re here to make waves.”

He continues:

“I do know that so long as I’m on top of my game, I’ll keep doing what pleases me. When that’s no longer the case, then I’ll leave that particular stage. Sandy Koufax knew how to do that. Frank Sinatra did not.”

The question for you, as a Baby Boomer CPA, is are you staying on top of your game?

Whether you want to admit it or not, your “game” has changed significantly in the last few years and continues to change at a rapid rate. Are you active with social media? Do you communicate via text with your most important clients? Are you attracting younger business owners and CEOs as clients? Is your firm retaining bright, passionate, flexible people? Or, do you have partners stuck in the “I’m doing it the way I’ve always done it” world?

  • Women may be the one group that grows more radical with age.
  • Gloria Steinem

Friday, July 20th, 2012

How Are Accounting Professionals Adopting (Or Avoiding) Social Media

Are you a subscriber to SocialCPAs? It is the brainchild of Barry MacQuarrie. Barry is a consultant, social media enthusiast, technologist and a CPA with KAF Financial Group in Boston. He’s been a friend for many years and helps keep me on track when it comes to technology and social media.

SocialCPAs needs your help – here’s the message from Barry:

Take the 2012 SocialCPAs survey today!

We just launched our third annual SocialCPA Social Media Survey.  Our goal is to see how accounting professionals are adopting or avoiding social media. 

We hope you will participate in our survey and let us know what you think of social media.  You will be able to use the survey results to compare your social media efforts to peers in the accounting profession.

Click here to take the survey.

Follow the SocialCPAs link – above – to read some 2012 social media predictions for the accounting profession.

  • Live in such a way that you would not be ashamed to sell your parrot to the town gossip.
  • Will Rogers

Wednesday, May 2nd, 2012

I Owe You An Article. The CPAs Struggle To Write.

One of the best ways to enhance your reputation as being an outstanding CPA is to write. Don’t cringe! One of the best ways to attract new business is to write. One of the best ways to obtain more business from your current clients is to write

You should be writing about what you know – accounting, tax, auditing – or about a special industry you serve, where you have become extremely knowledgeable – auto dealers, distributors, high wealth individuals, non-profits. Write about a special tax situation you solved for a client.

For years, firm administrators, administrative assistants and marketing directors in CPA firms have been waiting on you to provide that article you promised.

Here’s how the story goes. At a pipeline meeting, Pete (the tax partner) mentions that he will write an article for the next firm newsletter. Sally, the firm administrator, thanks him and informs him that she will need the article in three weeks. Pete acknowledges that is enough time for him to provide her the brief (350 to 400 word) article.

Two weeks later Sally sends Pete an email to remind him that he has one more week to write the article and she even stops by his office to inquire about his progress (he hasn’t started it yet). Two days before the due date she inquires again via email and receives no reply. The next day she asks him in the hallway about the article and he explains, “I know I owe you an article but I have been too busy, maybe I’ll do it tomorrow.” Sally delays publication of the newsletter, awaiting the promised article. After three or four days of standing outside his office door to nag him, she gives up and substitutes a “canned” article.  Now, repeat this scene over and over again. One of my favorite phrases applies:  Good intentions, no implementation.

In today’s business environment, writing has become more and more important. CPAs should be blogging, tweeting, sending newsletters with articles written by their own partners and staff, submitting articles to their local business newspaper, starting discussions on LinkedIn and iShade. The written word is being blasted around the planet in astronomical numbers and CPAs should be part of the noise. It has become absolutely critical for CPAs to be writing on social media.

Want to learn how to write for social media and how to make it an easy natural activity? Take 6 minutes and watch this excellent video from Jeffrey Gitomer titled, Writing is Not a Mystery. It’s Your Best Chance to Achieve Mastery.

  • Either write something worth reading or do something worth writing.
  • Benjamin Franklin

Monday, March 19th, 2012

Keeping Pace With Technology

Yes, I must admit, keeping pace with all of the new technological advances, new devices, apps and numerous gadgets is quite a chore at times. But, don’t you just love all of the benefits technology brings to us now?

Last week while I was on vacation, I could tweet pictures on my private Twitter account so that my son and family could see the gigantic alligator we saw on a nature hike almost immediately. I also follow him and my daughter-in-law on twitter and really know and understand them better than I ever could before technology. I knew immediately how well my granddaughter was doing in the state spelling competition as soon as it happened even though I was unable to attend. I attempt to share lots of valuable information with accountants and their teams via my professional twitter – @cpamanagement.  I hope you will follow me.

As for business, I get all my news, weather and current business news (including numerous tweets by CPAs and CPA profession consultants, vendors, etc.) via my iPhone or iPad. I stay in touch via Twitter and Facebook. Which brings me to the subject of today’s post. I became aware of an article in the Journal of Accountancy titled – The iPad Decision – because Tom Hood, CEO of the Maryland Society of CPAs put it on his Facebook page.  (Thanks, Tom!)

You can’t possibly keep up with all of the reading that you need to do these days but you can enlist others to help you find the information you might need – – as I do via social media. Of course, LinkedIn is a great tool for CPAs, too.

If you are faced with The iPad Decision and wondering whether buying an iPad is what you should do – be sure to read the article in the Journal of Accountancy

  • Always forgive your enemies; nothing annoys them so much.
  • Oscar Wilde