Accountants and advisors

Optimize Business understands accountants (CA, CPA, IPA) and advisorsBusiness is mobile and social.
Small businesses, sole traders, partnerships and private companies are your bread and butter. It is all about cash-flow to their business, working capital: it is dynamic and fast moving. It is taxes, compliance and your customers put all their energies into building the business, paying the bills, bringing in new customers and you need them to think more strategically and view your experience and passion for their business as something more than just tax advice and access to finance. It is time to show your customers that you can change, before you ask them to change.  Lead by example and take on a new marketing strategy for 2014 – embrace social media in your business and then teach your clients what you know. Optimize Business can show you how.

Social media for Accountants
Social media can be overwhelming at times: content (photographs, images and text), online communities, tone of voice, moderation, legal considerations, time management, public verses personal posts, timely responses to customers… Facebook, Pinterest, LinkedIn, YouTube, Twitter… a blog? Where should you start? Do you even need to start using social media?

We understand social media
Financial services, book-keeping and Accountants: yours is a unique business. Don’t jump into social media without carefully selecting what best suits your needs. Nothing is worse than a business that started Facebook or Tweeting but has not done an update in the last year or two. It is part of a firm’s public face, just like a shop window, it is either neat and tidy, or run-down and tired. Even worse perhaps, there is no shop window for your business! We have great experience with social media, let us help you!

Let us guide you through the process
Accountants and advisors are called on to do a lot of things. Let Optimize Business help you assess your business needs for social media. We’ll sit down with you to understand your customers, your opportunities for social and then we either train up you and/or your staff or you can hand it all over to Optimize Business for a complete outsourced solution.

Our approach
We are flexible and will work to meet your individual needs. We will also tell you straight out if we think social media is not right for you. We will also talk to you about social media advertising, it is constantly changing but provides direct access to local customers you choose to communicate with.

  • Needs analysis
  • Strategy development
  • Initial account configuration
  • Content creation
  • Outsource 100% or in-house training
  • Building & engage your community
  • Social advertising
  • Grow your business!

To take advantage of current promotional offers, enter your details below and we will contact you:

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