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LinkedIn for CPAs


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Presentation about LinkedIn to the employees of Davis Kinard & Co., an accounting firm in Abilene, Texas. Presentation delivered June 17, 2011, by Dave Hogan, APR.

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LinkedIn for CPAs

  1. 1. For CPAs <ul><li>By Dave Hogan, APR, CFP </li></ul><ul><li>For Davis Kinard & Co. Pc </li></ul><ul><li>Abilene, Texas </li></ul><ul><li>June 17, 2011 </li></ul>
  2. 2. Today’s objectives <ul><li>Better understanding of LinkedIn’s role as a professional social media network </li></ul><ul><li>How LinkedIn can benefit you and the firm </li></ul><ul><li>Four special tips for making your LinkedIn page stand out and reflect a highly polished image </li></ul>
  3. 3. Communicating used to be easier
  4. 4. Growth of social media LinkedIn is part of a worldwide phenomenon; social media was an unknown concept just a decade ago <ul><li>and both launched in 2003 </li></ul><ul><li>began in 2004 </li></ul><ul><li>introduced in 2005 </li></ul><ul><li>launched in 2006 </li></ul>
  5. 5. LinkedIn’s rapid growth <ul><li>More than 100 million members in more than 200 countries </li></ul><ul><li>Executives from all of the Fortune 500 companies found on LinkedIn </li></ul><ul><li>More than 1 million company pages </li></ul>
  6. 6. LinkedIn’s successful IPO NYSE – May 2011
  7. 7. If LinkedIn is so successful … <ul><li>Then how come nobody knows the CEO’s name? </li></ul><ul><li>Why hasn’t anyone made a movie about it yet? </li></ul><ul><li>How come Lady Gaga doesn’t have a page? </li></ul><ul><li>Why haven’t members of Congress shared racy photos on LinkedIn? </li></ul>
  8. 8. LinkedIn is a different kind of social network <ul><li>LinkedIn is for business associates and clients, whereas Facebook is primarily for friends and family </li></ul><ul><li>The tone of LinkedIn is more professional </li></ul><ul><li>LinkedIn has high acceptance and credibility </li></ul>
  9. 9. Benefits <ul><li>Establish your professional ID or personal brand </li></ul><ul><li>Network with clients, other professionals </li></ul><ul><li>Build the firm’s reputation and raise its visibility </li></ul>
  10. 10. Getting started with LinkedIn
  11. 11.
  12. 12. Your photo <ul><li>Your photo helps people find you </li></ul><ul><li>Keep it professional (this isn’t Facebook) </li></ul>
  13. 13.
  14. 14. Tip # 1: Schedule a photo day at the office <ul><li>Schedule a professional photographer to set up a studio at the firm and shoot everyone’s photo on the same day </li></ul><ul><li>Ensures consistent quality and uniform style for all employees’ LinkedIn photos </li></ul><ul><li>Use photos elsewhere – Website, e-newsletter and for media publicity </li></ul>
  15. 15. Your headline <ul><li>Use headline to build your personal brand </li></ul><ul><li>Don’t just list your job title </li></ul><ul><li>Think strategically and be specific </li></ul>
  16. 16. Employment, education <ul><li>Adding current and past employment and education will help you expand your connections and help people find you more easily </li></ul>
  17. 17. Websites, blogs and social media links <ul><li>Add links to company or personal websites, blogs and social media services such as Twitter </li></ul>
  18. 18. Tip # 2: Personalize your website addresses <ul><li>LinkedIn assigns generic names to websites, such as “company website.” </li></ul><ul><li>Edit website names to be more specific, such as “Davis Kinard & Co. website. </li></ul>
  19. 19. Public profile <ul><li>Promote your LinkedIn presence by adding the public profile link to your email signature, business cards and promotional materials. </li></ul>
  20. 20. Tip # 3: Change your public profile hyperlink <ul><li>LinkedIn issues a long URL address that is difficult to use and remember </li></ul><ul><li>Personalize your public profile in the “Edit Profile” screen and create a new, shorter address that includes your name </li></ul>
  21. 21. Your Summary section <ul><li>Summary section is where you can highlight your special skills and interests. Be strategic! </li></ul><ul><li>The summary can be in narrative (paragraphs) or outline (bullet points) format </li></ul><ul><li>Proofread carefully to maintain credibility, quality </li></ul>
  22. 22. Start connecting! <ul><li>Your “friends” or “followers” on LinkedIn are called “connections.” </li></ul><ul><li>Proactively search for new connections and continue to grow your list </li></ul><ul><li>Connect with co-workers, former co-workers, friends in the industry, clients and prospects, other professionals in town, experts in your field, college classmates. </li></ul>
  23. 23. Levels of connections
  24. 24. Going to the next level with LinkedIn
  25. 25. Status updates <ul><li>Include status updates when you attend a conference, participate in a “lunch and learn” CPE event, write a published article, give a speech, win an award, etc. </li></ul><ul><li>Also use status updates to link to interesting articles you have read elsewhere. </li></ul>
  26. 26. Tip # 4: Update your status frequently <ul><li>Update your status often, at least monthly, to keep your profile fresh </li></ul><ul><li>Your “connections” on LinkedIn receive a message every time you update your status, so this keeps you top of mind with them </li></ul>
  27. 27. Using LinkedIn Groups <ul><li>Joining Groups establishes your professional identity and credentials </li></ul><ul><li>Joining Groups expands your networking possibilities </li></ul><ul><li>Joining Groups lets you participate in industry discussions </li></ul>
  28. 28. Example of Group discussion
  29. 29. Example of Group discussion
  30. 30. Types of Groups <ul><li>Professional organizations: AICPA, state CPA societies, practice groups, etc. </li></ul><ul><li>University alumni and business school associations </li></ul><ul><li>Past employers alumni groups </li></ul><ul><li>Personal interests: Golf, sports, travel </li></ul>
  31. 31. Nearly 1,500 accounting Groups on LinkedIn
  32. 32. Blog and Twitter links <ul><li>Include recent blog posts or tweets on your LinkedIn public profile </li></ul>
  33. 33. Links to presentations <ul><li>Include links to your PowerPoint presentations or PDFs on your LinkedIn public profile using or Google Presentations. </li></ul>
  34. 34. Other applications <ul><li>Reading lists </li></ul><ul><li>Answers </li></ul><ul><li>Events </li></ul><ul><li>Collaboration </li></ul>
  35. 35. For more information <ul><li>Visit the LinkedIn learning center: </li></ul>
  36. 36. For more information <ul><li>Visit LinkedIn’s channel on YouTube: </li></ul>
  37. 37. For more information <ul><li>Join SocialCPAs on LinkedIn: </li></ul>
  38. 38. About the speaker <ul><li>E-mail: [email_address] </li></ul><ul><li>Linkedin: </li></ul><ul><li>Twitter: </li></ul><ul><li>Slideshare: </li></ul>