Content Marketing Tips from Mom

If you are like me, there were times you laughed at the phrases that came out of your mother’s mouth; only to realize later that she was right. In honor of Mother’s Day, here are nine content marketing tips based on common phrases you might have heard growing up. Keeping making that face, and it […]

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AI In Accounting Marketing

In a recent podcast with the Association for Accounting Marketing, I shared many tips about what, how, when, and why artificial intelligence might be used in accounting firms, particularly in their marketing efforts. Listen to the podcast here. Below is the script from the session. What’s the difference between AI and Machine Learning? AI is […]

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9 Social Media Pitfalls for CPAs

Many accounting firms recognize social media should be in their marketing mix; but, they lack knowledge of how to do it effectively. Below are some pitfalls to avoid as you build your firm’s social media presence to generate leads, to increase brand awareness, and to engage with clients and influencers. Failure to plan. Without a […]

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DIY Social Media Checklist

If you’re managing your firm’s social media efforts on your own, this checklist might come in handy to help you stay on track. Daily Check your latest stats for yesterday’s posts. Check mentions or replies to interact with people talking about you or your brand. Monitor brand mentions and who’s talking about you without tagging […]

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How to Maximize Instagram Posts and Avoid Shadow Banning

In the social media certificate program I teach, we discuss social media best practices for posts and advertising. One of my past students recently asked, “I know that an Instagram post only shows the initial 115 – 130 characters before you have to click “more.”  Yet I’ve seen some posts that have more than 115 […]

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3 Simple Things to Tweet Each Day

As you consider social media in your firm, take a look at Twitter. Do you need a plan? Many clients I work with want to join Twitter to have a presence. I often ask them if they have a plan on how to use it, their strategy, the measurement goals, etc. Rarely any of them […]

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