Silence is sometimes the best policy. Tip #12 – Don’t offer Advice or Endorsement.  A big challenge when you know (or think you know) the answer to an issue that appears online is avoiding situations where posting might be construed as establishing a client relationship, providing professional advice or endorsing a product or service.  By […]

Be nice and social, not political and critical.  Remember that your name is linked to your firm and profession. Tip #11 – Just Be Nice.  Don’t disparage anyone.  Be sensitive that your name is linked to the firm and the profession.  Do your best to avoid taking public online positions on sensitive issues that may […]

This week we focus in on taking the higher road with online posting. Tip #10 – Firm Principals.  A higher standard of care in online postings applies to firm principals.  Postings or information from a firm principal, even though qualified as an individual posting, is more likely to reflect back on the firm.  Principals should […]

Be honest and candid. Tip #9 – Be Candid.  Never puff your credentials or suggest that you have different knowledge or experience than is actually the case.  Your profile should never differ from either fact or what is posted on the firm’s website. For more information on Protexure Accountants visit our website at www.protexure.com or […]

This week’s tip focuses in on friending and linking with business associates.  We all like to think of our clients as friends, however, it is best to keep the two separate. Tip #8 – Friending and Linking.  Social networking sites often vary between personal and business in their orientation.  With respect to clients it is […]

This week’s tip is pretty basic but worth exploring. Tip #7 – Respect Work Commitments.   Blogging and posting may be fun and enjoyable activities.  Participating in social networking sites for pleasure should not take away from performing firm functions and servicing clients. For more information on Protexure Accountants visit our website at www.protexure.com or […]

Common sense is the focus today.  Common sense is worth more than an ounce of gold. Tip #6 – Use Common Sense.  Social networks of all types provide information that is easily discoverable and traceable to the poster.  A responsible user will behave online the same way that they would behave in public.  A good […]

This week we are going to focus on using firm resources for firm business. Tip #5 – Use Firm Resources for Firm Business.  Use of the Firm’s network resources for participation in third-party sites should be limited to business purposes.  When making a posting it is best to (a) be direct, informative and brief and […]

Be careful what you post.  Again, be careful what you post.  This week’s social media networking policy tip is on postings. Tip #4 – Carefully Compose Postings.  Responses to postings should be carefully composed.  Exchanging thoughts on accounting issues could be construed as providing professional advice, something that the firm clearly wants to avoid.  It […]

This week’s social networking policy tip is very important for the Firm.   We will focus on respecting client confidentiality. Tip #3 – Respect Client Confidentiality.  Clients are accorded confidentiality rights.  No reference to clients should be made in any online posting.  All of the privacy, confidentiality and privilege regulations and statuses that apply to […]