We've put together a few quick tips to help you get a head start on building a simple social media strategy for your tax practice.
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Imagine that Ashley Miller, CPA, wants to develop a social media presence for her practice. She googles "social media for tax pros" to find a place to start and immediately gets overwhelmed by the plethora of platforms to join and the seemingly endless number of articles providing tips for using hashtags, increasing audience engagement and gaining followers. Miller decides to close her browser, deciding that developing a social media presence is not worth the time and effort it demands—time away from working on client cases.
If this situation sounds all-too-familiar, look no further. Building a presence on social media doesn't have to be that taxing (pun intended). We've put together a few quick tips to help you get a head start on building a simple social media strategy for your tax practice.
Before diving into our tips for using individual social media platforms, it's good to be aware of general best practices across all platforms. As you begin building your social strategy, keep these guidelines in mind:
LinkedIn is meant specifically for creating and maintaining professional connections and relationships, making it a great platform for tax pros. In fact, the financial industry is one of the top industries using LinkedIn. While more trendy social media platforms may not always meet your client demographic, you can count on LinkedIn to be strictly for business networking. LinkedIn is responsible for nearly four times more referrals to professionals' websites than Facebook and Twitter, according to Buffer.
Even if new clients do not find you through LinkedIn, it's still great for your professional presence to have a profile for networking with other tax pros. Here are a few tips for using LinkedIn:
Although Facebook is not as strictly professional as LinkedIn, having a Facebook page for your tax practice will definitely lead to greater exposure. Currently, there are 1.71 billion monthly active users—meaning there is an enormous pool of potential clients to connect with via posts, comments and questions.
Here are a few tips for improving your use of Facebook:
Twitter is the newest platform of the three we've mentioned, and the least utilized among those 30 and older, but it definitely has benefits that you shouldn't overlook. Twitter is home to 313 million active monthly users who send 500 million tweets sent out every 24 hours, providing you with a huge opportunity to gain exposure. Plus, tweets are limited to 140 characters, giving you the unique challenge of having to be precise and succinct about what you say—which is great! There's nothing wrong with carefully curating your content before you send it out into the professional world. Twitter is especially useful if you're looking to relate to younger clients.
Keep these tips in mind when using Twitter:
[bctt tweet="Make sure the accounts and content you follow, like, and retweet fit your brand." username="@canopytax"]
Looking for a few great examples of tax pros to follow on social media? Check out 10 of our favorites.
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