How a Boutique Tax & Bookkeeping Firm Uses Social Media Big-Time

"Gunwel: Your local tax & bookkeeping firm"

Gunwel: Your local tax & bookeeping firm

[tweetmeme]Gunwel Associates is a boutique tax and bookkeeping firm that utilizes social media to enhance relationships with our current and future clients. We know that working with finances is a very intimate issue for everyone and social media allows us to build trust by providing valuable information. With only four people in our firm, this is a big commitment. But it has paid off for us and can for other small companies that want to forge strong bonds with their current clients and attract new ones.

We blog every day in addition to tweeting, posting to Facebook, doing podcasts, and publishing a monthly newsletter and daily Gazette. Our content is developed in house, not outsourced, and gives our readers a sense of our firm’s personality. The tax office model (or any business model for that matter) you grew up with is no longer the norm. In this environment you must connect with your clients outside the office through social media.

Building Lasting Relationships

We focus on client relationships throughout the year and not just on how many people we can get through the door during tax season. If we are in touch year-round we demonstrate to our community that we are not just tax accountants, but advisors that are available for all their bookkeeping needs. Social media, whether you use Twitter, Facebook, LinkedIn or other networking channels, is critical in today’s marketplace. Tweeting, providing status updates and publishing blogs with useful tips will help to build lasting client relationships.

Thus far our strategy has been very successful. We have built a strong following of readers who frequently comment on our blogs and engage us in commentary across a wide spectrum of subjects. Blogging is a way of “conversing” with our clients and prospects when they’re not in our office, on the phone with us or reading through our marketing materials. Social media is the new form of loyalty marketing and, best of all, users are addicted to it.

If you’re not connected then you must get connected. And if you’ve given up on blogging, start doing it again. You’re investing in your business. Becoming active in social media can and will grow your business as well as build client loyalty. We’ve seen it happen and we’d be glad to share our experiences with you.

Christopher Sheehan is Director of Operations with Gunwel Associates Inc, 44 East 21 Street, New York, NY, 10010,

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  1. That’s awesome and shows the power of these great marketing tools. Twitter for me has been so great and I can’t imagine my life without it. Plus, this goes to show when personality and emotion are tied into your marketing, it’s bound to work.

  2. Christopher Sheehan – great post, learned something, will visit your blog again, thank you for sharing this information

  3. That’s the best thing about the growing uses of internet and social media, even small business owners are reaching their customers at a very minimal cost. Indeed, social media has been the best tool to promote businesses. Kudos for sharing your experience!