1. Protexure Tips: Niche Marketing for CPA Firms

    September 24, 2013

    In our last post, we focused on what having a niche really meant and how to develop one at your firm. Now, we will tell you how to get the word out about your niche. By following the steps below, your marketing strategy will be more effective and efficient, while reaching your target audience. 1. […]

  2. Developing Social Media Policies at a Small Firm

    June 12, 2013

    Supervisors and Employees Supervisors and Employees should not interact on social networking sites in order to avoid conflicts of interests. Though it may seem harmless, there are potential problems associated with a supervisor “friending” or “following” a lower-level employee such as: perceived favoritism, invasion of privacy, and inappropriate communication (whether intentional or unintentional). Social networking […]

  3. Protexure Tips: How to Turn Your Firm into a Social Media Success Story

    March 29, 2013

    Even at a small CPA firm, marketing is vital. It is what attracts new customers and also what retains existing ones. You have plenty of information to send to your clients, and Protexure Accountants is here to help you expand your reach by offering you some tips for using Facebook, Twitter, and LinkedIn within your […]

  4. How To’s of A Social Networking Policy – Tip#16

    August 30, 2011

    This is our final tip.  We have received excellent feedback on our tips and we trust that you have found them useful.  Our final tip is on responsibility. Tip #16 – Take Responsibility.   If you are making a post personally make a disclaimer.  “The postings on this site are my own and don’t necessarily […]

  5. How To’s of A Social Networking Polciy – Tip #15

    August 23, 2011

    This week’s focus is on how you can violate the firm policies outside of the office. Tip #15 – Violating Firm Policy Can Happen Outside the Firm.   Discipline is often the result of firm policy breach.  Firm policies and professional responsibilities are detailed in the firm handbook and professional licensing regulations as well as the […]

  6. How To’s of A Social Networking Policy – Tip #14

    August 16, 2011

    This week we explore how your image is interlaced with your firm affiliation. Tip #14 – Your Posts Reflect the Firm.  Firm Affiliation is often impossible to avoid.  Realistically, it is easy to look up a CPA’s name in the public records and match that individual to the firm with which they are associated.  Technology […]

  7. How To’s of A Social Networking Policy – Tip #13

    August 9, 2011

    Remember to read the site’s policies. Tip #13 – Read the Site’s Policies.  Every site has policies, read them.  Sites frequently prohibit false names, disruptive behavior, and derogatory postings.  If you are going to use a site, read the terms of use or similar document and then abide by it. For more information on Protexure […]

  8. How To’s of A Social Networking Policy – Tip #12

    August 2, 2011

    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 […]

  9. How To’s of A Social Networking Policy – Tip #11

    July 26, 2011

    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 […]

  10. How To’s of A Social Networking Policy – Tip #9

    July 12, 2011

    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 […]

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