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Several Ways Tax Accounting Pros Are Using Social Media to Showcase Their Expertise

October 5, 2016

The hardest part of social media marketing is coming up with ideas to post. With ClientWhys, we make social media easy by creating the content and poststhat will get you noticed. People want to do business with people they like, know and trust. Social media is a way for a prospect to get to know you before they ever set foot in your office. 

A couple of weeks ago, ClientWhys discovered the latest IRS scam with the fake CP-2000 notices. We quickly composed a blog article highlighting the issues and showing clients what a fake IRS CP-2000 notice looked like, then we had this post included on social media and our marketing subscribers’ email client newsletters. 

Several of our marketing subscribers took this to the next level and are still getting shares and comments from social media posts they compiled a week ago. Here are two great examples of how you can reposition your ClientWhys content in video and custom posts to help get your practice noticed. 

Temecula-based TeamTax composed their own social post and boosted it to a targeted group on Facebook. Their campaign is reaching current clients, their friends and colleagues, and a targeted segment of prospects in their area. The beauty of Facebook is that it is fairly cost-effective to boost posts. TeamTax already has 31 shares and multiple likes, showcasing their brand name and expertise to a huge target segment. 


Terrence Hawkins, an Enrolled Agent in North Carolina, ran with the scam and launched a Facebook live video. To say that his alert has been successful is an understatement. Terrence has created a huge amount of buzz around his practice, with 327 shares and over 150 likes and counting. More importantly, he has almost 6,000 views of his brand on Facebook. He also took this as an opportunity to attract more newsletter subscribers. 


These are two perfect examples of how social media is changing the way tax accounting professionals communicate with clients and prospects. In a business built on reputation, it is progressive professionals like TeamTax and Terrence Hawkins, EA who will be leading the charge. 

Look at some of your current blog and newsletter articles. What content could you use to create your own YouTube or Facebook video? It doesn’t need to be long or overly produced. It just needs to be authentic and of value to your audience. 

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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