1. CPAs and Social Media

2. Agenda
• Introduction
• CPAs and Social Media (First Half)
• Six Things To Look For In a Tech Partner
• CPAs and Social Media (Second Half)
• Question and Answer
• Next Webinar Announcement
• Wrap Up

3. Introduction
• Philip D. Massey, CPA
– President of Massey Consulting, Inc.
– Certified Public Accountant
– Certified Accounting Software Sales & Service
• Dawn Westerberg
– Founder of Dawn Westerberg Consulting LLC
– Certified Duct Tape Marketing Consultant

4. Massey Consulting
• Intacct
– Certified Sales and Implementation
– Among First Partners – Two years
– Numerous Implementation
• Dynamics GP (Great Plains)
– Certified Sales and Implementation
– Partners For 10+ Years
– Hundreds of Implementations
• Other Products
– Google Apps, Scribe Software, Office365

5. Dawn Westerberg Consulting LLC
• Certified and Proven
• Social Media Experts
• Industry Leaders
• Industry Veterans
• Previous CPA Conferences

6. Dawn Westerberg Consulting LLC
The moment you’ve all been waiting for….
CPAs and Social Media

7. Make Your Beans Count!

8. Six Things To Look
For In A
Technology Partner

9. You have worked very hard to
build your business. You don’t
want to lose it through a bad
partnership – or NO
partnership.

10. 1 - Integrity
Ethics classes
CPE requirements
You already face rigid
standards for your
business life. Find a
partner that faces those
same standards.

11. 2 – Shared Philosophy
Your customers come first.
Your team members are
your biggest asset.
Your business partners
should have the same
internal and external
philosophy.

12. 3 - Stability
Your partner needs to be a
stable organization. You
need a company with a
history of proven success.
You need someone who
has been “around the
block a few times”.

13. 4 - Experts
• Certified
• Recognized
• Awarded

14. 5 - Focused
• All we do is accounting
applications
• Years of experience on
the same two solutions

15. 6 - Presence
• Local presence with
international reach
• Canada, USA, Australia
• 80% of business is
within 2 hours of RDU
• Hands-on approach to
all implementations and
support

16. Who Is Massey Consulting?
• Accountants and CPAs
• Controllers, Finance
Managers
• Founded in 2002
• Top 300 Small Business
of Year in Southeast
• Intacct, Microsoft and
Dynamics GP Certified

17. Intacct & Dynamics GP
• Endorsed by AICPA
• Endorsed by Intuit
• 200% year over year
growth in customers
• Largest ISV developer
base of any products
• Cloud based or on-
premise

18. Dawn Westerberg Consulting LLC
We return you to your regularly schedule
program….
CPAs and Social Media

19. Question and Answer

20. Next Webinar
Five Ways To Get More Likes
On Facebook
Randy Vaughn of Marketing Twins
January 24, 2013
2:00 pm to 4:00 pm ET

21. Follow Us!
Twitter:
MasseyConsultin
Facebook: www.facebook.com/masseyconsulting
Linked In:
http://www.linkedin.com/in/philipmassey/
Google+:
pmassey@masseyconsulting.net

22. Contact Us!
• 919-875-9635
• 877-875-9635
• www.masseyconsulting.net
• info@masseyconsulting.net