This document discusses leveraging technology and social media for accountants. It provides tips for using LinkedIn and other social media platforms like Facebook and Twitter for business purposes. It also touches on using tools like slideshare and discusses connecting with others through social media. The document emphasizes using social media and technology to enhance productivity, relationships with clients, and business development for CPA firms.

1. Leveraging
Technology in CPA
Innovation

2. Software Tools Abound

3. Productivity Tools to Consider

4. Social Media

5. LinkedIn

6. Picture Do’s and Don’ts

7. Picture Do’s and Don’ts

8. “Hi, I’m Bob, and I’m an accountant.”
Profile Summary

9. But I hate texting . . .
Twitter – Text Messaging for the Masses

18. Should I use FaceBook
for Business?

19. Last Friday Night . . .
Do you post pictures
like this one?

21. Outlook Social Plug‐Ins

22. Information Overload?
. . . Or Filter Failure?

24. SlideShare

25. The Dark Side of Social Media

26. Customer Relationship Management

27. Client Accounting Services

28. Business Planning

29. Goal Setting & Alignment

30. Let’s Connect
Dan Griffiths is the Director of
Strategic Planning at Tanner, a
CPA firm based in Salt Lake City.
He provides strategic and
business planning, business
coaching, and leadership
development. Contact Dan at:
dgriffiths@tannerco.com
Or connect with him on LinkedIn:
www.linkedin.com/in/dangriffiths
cpa