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Introducing the Social Accountant by ClientWhys

May 20, 2016

Your clients are on social media and social apps all the time. The issue for CPAs, EAs and tax accountants has always been, how do you reach them? We know you are busy and don’t feel comfortable developing you own social media campaigns.

The Social Accountant program is part of our K2 and Whitney level marketing subscriptions. We provide you with an ongoing campaign and how-to instructions to get your brand in front of your clients’ friends and colleagues. Think of your social campaign as a testimonial selfie that is shared virally among people in your network. Set out the lobby cards where they can be noticed in the lobby or office, and make taking real client photos right from your office part of your practice. Simply share and tag the photos and let social media share your brand for you. It demonstrates that clients like and trust you.


To build an engaged social media following, you need to create appealing social media campaigns on an ongoing basis. But what busy tax and accounting professional has time for that?

We know you’re swamped. We design, print and update the campaigns on an ongoing basis. That way you can use the lobby cards to create a steady flow of new relevant content to be shared online. It’s an easy way to show some personality and get some viral love. 


The Social Accountant program will also help you engage new prospects who are just starting to enter the workforce. According to data from Samsung, selfies make up almost one-third of all photographs captured by people aged 18-24, with Facebook, WhatsApp, Twitter, Instagram and Snapchat bearing the brunt of that traffic.


At the Whitney subscription level, the Social Accountant campaign also includes social following, where we grow your follower base for you. 

Times have changed. The Internet has put what people say and think about you in the permanent record. Proactive CPAs, EAs and tax accounting pros are representing themselves in a likable way online. 

Overwhelmed by all the accountant social media options? It is easier than you think—and we can help. We make it easy to dominate in social media, and we will even create your accounts on your behalf. Contact us for social help: 1-800-442-2477 x3.

Pro advice, ideas, and information to help your practice get going and grow.

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Lee Reams II

I am a marketing junkie who has spent the last 20 years developing and executing "best in class" word-of-mouth marketing campaigns. With over 10,000 happy clients I think we are on to something. The explosion in web marketing and social media have redefined the way independent professionals market their practices. Follow my blog to see if you can take some of our actionable ideas to market your own practice.

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