Marketing Workshop Tax Based Applications

Advertising | Marketing Strategy | Web Development
Marketing Workshop Tax Based Applications
Presented by Jay Stack
Overview
• Online & Search Marketing
• Social Media Platforms
• CRM Tools
• Tax Tools
notes:
ONLINE & SEARCH MARKETING
Inbound Marketing allows your
audience to find you, when they need you!
Message
PPC • Direct to site • Blogs • Social Media
Search Marketing - Directories
Here are a few suggestions that would be helpful to CPA’s:
Free Online Directories For CPAs
1. http://www.cpadirectory.com/
2. http://www.cpadirect.net/
Americans
70% oflook
at business reviews
before selecting a vendor
3. http://accountant-finder.com
4. http://www.cpadirectory.com
5. http://www.findmybestcpa.com/getlist
6. http://www.aicpa.org
37%
of word-of-mouth leads
become opportunities
5. http://www.accountantsworld.com
3. http://lucrativeminds.com/partners/cpadirectory.html
4. http://meshing.it/companies/4607-CPAdirectory
5. yellowpages.com
6. superpages.com
CPA Forums and Message Boards
1. http://cpaforumcpa.blogspot.com/
2. http://cpaforum.wordpress.com/
36%
of businesses
use a smartphone
to help make purchases
SOCIAL MEDIA
Social Media
70%
70
68%
It is the production, consumption and exchange
57%
53
49%
of information through online interactions
and platforms. It supports the distribution of
information, transforming people from content
Online News
Review Sites
• Presentations/
• Micro blogging
35
18
Social Media
Web Sites
consumers into content producers.
• Blogging
44%
0
Wikis
Document Sharing
• Commenting
• Widgets
• Social Networks
• Book-marking
• Online Video
• Photo Sharing
77% of B2B technology decision makers are active in social media.
Is your company ready for social media?
• Do you have clear goals for social media?
• Do you have the resources to commit to social media?
• Can you produce enough quality content?
• Which social media sites are popular with your customers?
• Is your website ready for social media?
• Have you checked it on a mobile phone?
Impressions
84 Interactions
x
130 (avg # of friends)
= 10,920 Impressions
How to Promote Your Page
• Invite all friends from your personal account
• Purchase Ads
• Integrate with other Apps
• Add a widget to your site
notes:
Facebook - 5 Hands On Tips
1. Setup Permissions/Preferences - Edit Page > Manage Permissions
2. Invite Your Friends to Like Your Page - Suggest to Friends
3. Promote Your Page - Edit Page > Marketing
4. Get Your Name - Edit Page > Resources > Select Username
5. Think Community - Provide value to your target market
notes:
LinkedIn - How to use LinkedIn
1. Complete Your Profile
2. Connect with People
3. Join & Post to Groups
4. Own a Group*
5. Answers
6. Paid Ads (Very Targeted)
LinkedIn - 5 Hands On Tips
1. Professional Headline - Position, Value Proposition, Credibility & Authority
2. Use Your Picture - It Adds Trust
3. Change the label of “Company Website” - Make It Your Company Name
4. Make Your Public Profile Active So The Search Engines Can Find It
5. Get Involved - Find A Group, Answer A Question, Recommend Someone
Twitter
• “Real-Time” Search
• A Micro-blog
• 140 Character Status Update
• Online Text Messaging
YouTube
YouTube - Hands On Tips
• Create a Channel
1. Give Your Videos Searchable Titles, Descriptions & Tags
• Use Your Keywords in Your Descriptions
2. Keep Content Fresh With Regular Uploads -
• Embed Your Videos
Don’t Post Everything At Once
3. Create Great Content - Deliver Value To Viewers
4. Make Sure You Mention Notable Speakers
5. Include Your Website URL In The Description
6. Embed Your Videos On Your Site (Consider Vimeo)
7. Promote Your Videos Via Other Social Channels
8. Customize Your Youtube Page With Your Graphics/Branding
9. Track/Analyze Content (Connect To Google Analytics)
Email Campaigns
Integrated campaigns to promote your products, events, and special offers
quickly, efficiently, and cost-effectively.
Topics could be:
Taxation, new services offered or price rate, and even conferences....
Custom Landing Pages
• Capture Visitor Data
• Provide Leads For Sales Force
• Detailed Reporting
• Know who Opened Your Message
• Reports On The Pages Viewed
CRM TOOLS
CRM intended for accounting firms.
Create list groups
• Manage your campaigns, lists & metrics
• Add full contact information
• A must for lead generation
• Export lists for all contacts to a text file or CSV
Drip Marketing
1. E mail. The most commonly used form of drip marketing. Campaigns are
strategically planned to deploy automatically.
2. D
irect mail. Although more costly, direct mail software has been developed
that enables drip marketing techniques using standard postal mail.
3. S ocial media. The principles of Drip Marketing have been applied in many
social media marketing tools to schedule a series of updates.
Popular Topics for Drip Marketing
1. Tax season notifications - example new laws for 2012
2. Tips on how to prepare your information for the tax firm
3. Deadlines for customer preparation
4. New charitable contributions
5. Relief for disaster - example - Hurricane Sandy
6.. What to do when you receive and IRS notice
notes:
TAX TOOLS
Cloud computing: (Remote services)
Allows a large base of employees to work inside and outside office.
Updates are usually done behind the scenes and no longer need costly
versions to be implemented.
notes:
• Performance, Security, Connectivity: System is built in the cloud.
• In 2012 - 75% of the filings are online.
• Multiple devices, anytime and anywhere.
Accounting Software WHO adopted the cloud based applications :
Businesses are increasingly global in nature. Why should systems stay
chained to one location?
• NetSuite: On the whole, compared to Intacct, NetSuite is a more mature platform used for
distribution, manufacturing and e-commerce.
• Intacct: Intacct fostered by Salesforce.com, they will continue to grow.
Manage Your Business » General Ledger, Accounts Receivable, Revenue Management, Cash,
Management Reporting & Dashboards, Multi-Currency, ManagementGlobal Consolidations.
• QuickBooks Online, a cloud-based accounting solution for small businesses, a simple sign in
QBOA gives the accountant access to all of his or her clients’ accounting records..
Resources for Accounting Applications:
Accounting Reference Tools:
CheckPoint (Thomson Reuters):
Every major area of tax and accounting is covered on checkpoint. Federal Tax, State & local tax,
International Tax, international trade, accounting, auditing, and corporate finance, estate planning,
payroll, pension & benefits, and tax planning & compliance guidance.
Used for knowledge database. CheckPoint provides content from reputable organizations:
RIA, WG&L, PPC, IBFD, EBIA, GAAP, FASB, GASB, IASB, AICPA, SEC
Online Tax Tools:
GoSystem Tax RS (Thomson Reuters):
Multi-user. Ironclad security. Work from anywhere. Data is shared seamlessly through cloud. Easy to
identify recent alterations. Note: Has a major market share.
Orange Door:
Allows you to work from anywhere. Online (cloud) tax and secure document management (e-filing). Note: Pay as you use with unlimited plans available. Automatic updates.
ProSystem fx Tax—The Next Generation (SaaS Version) (CCH):
Allows you to work from anywhere. Online (cloud) tax program. Expert help readily
available through IntelliConnect. Able to be integrated into all other ProSystem
Advertising | Marketing Strategy | Web Development
applications and portals. Automatic updates.
166 Main St. Suite 202, Lincoln Park NJ 07035 Phone: 973.709.1126 • IGMCreativeGroup.com
Note: Standalone or collaborates with other systems.