Are These Legitimate Tools for
• All of the Big Four CPA ﬁrms have a
presence on Facebook.
• The American Institute of Certiﬁed
Public Accountants (AICPA) along with
a large – and rapidly growing –
number of state CPA societies have
presences on both Facebook and
• Intuit, Thomson Reuters, and Sage
Software all have a presence on
Facebook and many of their team
members use Facebook, Twitter,
Plaxo, and LinkedIn to communicate.
• Based on both the volume and the
breadth of usage, there is little doubt
that social networking tools are
legitimate tools for accountants and
other business professionals.
This is great, but we must know the details...
• Many ﬁrms and individuals have a basic presence, at the minimum, on
• Very easy to search for key phrases that are being mentioned as well as
relevant to the industry. This provides a great way to interact and
• Nearly 300 accountants have joined the Ofﬁcial QuickBooks Small
Business Online Community.
• You'll ﬁnd ideas about marketing, the new features of QuickBooks,
and how-to answers in the discussion area.
• Also check out the QuickBooks ProAdvisor group where there are
some useful resource links.
• Connect with other accountants and QuickBooks consultants via your
proﬁle or by joining a groups like Successful QuickBooks Consultants
Group which is growing like wildﬁre.
• Members include Intuit employees, many QuickBooks ProAdvisors,
accountants, and bookkeepers
• The group helps facilitate networking and developing collaborative
relationships with other QuickBooks ProAdvisors.
• Scan the more than 300 user-generated QuickBooks how-to's or add
your own. These videos are especially effective to share with clients
when they have a question about QuickBooks that is answered in the
• They can also be used to reinforce learning or a point you made in your
last consulting session with the client.
Steps to Move Forward
• Start Small.
Set up a proﬁle on the social network sites
Don’t start throwing a lot of stuff out there right away,
just watch conversations, make friends, talk, ﬁnd out
what the conversations are, and then add to those
communities & discussions.
• Have fun.
Continue experimenting and trying things out.
• Once you get good at one, try another one.
Pretty soon you’ll ﬁnd which service you really like the most and is
• Take the time to learn
where clients and
participating in online
• Follow their activity and
posts using an internet
search engine to search
the name of one's own
• This way you can see what
others are saying about
the company or if the ﬁrm
has been mentioned in any
articles or blogs
• To build awareness, include the Twitter address and
Facebook information on customer statements, emails,
newsletters and post links on the company
• Let the unique personality of an accounting ﬁrm shine
through by allowing staff members to write and monitor
Jason M. Blumer on Twitter - twitter.com/JasonMBlumer
Shane Eloe / BluffsCPA - twitter.com/BluffsCPA
Joe Kristan - twitter.com/joebwan
Author “Crush It”
Tara Hunt, Author
“The Whufﬁe Factor” Chris Brogan,