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Clientwhys socialref

SMALL FIRMS: HOW TO GENERATE REFERRALS FROM SOCIAL MEDIA

PLEASE NOTE THIS CLASS IS DESIGNED SPECIFICALLY FOR SMALL ACCOUNTING FIRMS
Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Communications & Marketing
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who Should Attend Bookkeeper
CPA - small firm
Course Description

Want to learn the secrets of getting more accounting and tax referrals from LinkedIn and other social media sites? As a small firm, launching into social media may seem like a daunting task. However, it may be easier than you think to start garnering more quality connections and referrals. In the digital era, you can no longer hide from social media -- so isn’t it time to get it under control? This class will get you well on your way.

Learning Objectives

  • Learn easy ways to generate more referrals from social media

  • Review practical, easy and automated ways to increase connections to referral sources

  • Discover some of the key differences between LinkedIn, Twitter, Facebook and others

  • Come away with practical next steps that you can apply to your own business right away

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Lee Reams, II

ClientWhys, Inc.
CEO and Founder
lee2.reams@clientwhys.com
(818) 338-8700 ext. 222

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Lee is actively involved in product development, marketing, and website development. He prides himself at listening to clients' needs while developing first-class solutions and is known to monitor his iPhone at all hours of the day. When Lee is not busy putting his ideas to work, he enjoys spending time with his wife, Allison, and daughter, Whitney. In addition, he is an active hiker, cross fitter, runner, backpacker, and loves exploring the Sierra backcountry.

Linkedin

Brad Cooper

ClientWhys, Inc.
Senior Vice President
brad.cooper@countingworks.com
(800) 442-2477 ex 227

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Brad is a social media and digital marketing veteran with more than 20 years of experience at companies including Apple, Xerox and MGM Studios. Prior to ClientWhys, Mr. Cooper served as VP of Marketing at ReachLocal, joining that company through the acquisition of RealPractice—a leader in marketing for professional services practices. Over the past two decades, Brad and his teams have managed more than 100,000 digital marketing campaigns for practices and businesses including websites, social media, email marketing, reputation management, word of mouth marketing, search engine marketing, mobile and more.

Additional Materials
Are Tax Preparers Really a Dying Breed
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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We Help CPAs and Tax Accountants Showcase Their Expertise and Safeguard Their Online Reputation. A tax accountant's knowledge is a powerful asset and should be shared with clients, prospects and colleagues. ClientWhys' marketing suite is a complete set of tools that make it easy for busy professionals to communicate year round, increase their visibility, protect their online reputation and increase recommendations from current clients.