Digital and Social Media Training

Social Media Workshop

Interested in learning and using Social Media to grow your business, recruit candidates or build your career? This session will be a live workshop focused on helping you put social media into action. This workshop will introduce you to the most popular social media platforms for CPA firms, show you common ways social media is being integrated into everyday marketing, business development and recruiting, discuss best practices in implementing social media across the firm, and address the key things you should be communicating and expecting from employees and your marketing department around social media. This session will also include live breakouts and interaction, a facilitated roundtable to discuss your toughest questions and an action plan that you can take back to the office.

Social Media & Marketing Coaching

Our coaching and development program is geared at helping your marketing professional develop and refine his or her skills. We act just like a manager inside your organization in order to teach, guide and review work. Our program consists of regularly scheduled coaching calls to review progress on open projects, provide opportunity for learning/training, and discuss any issues that come up.

LinkedIn Training

LinkedIn is today’s top social network for professionals. With more than 100 million members, including Fortune 500 executives, LinkedIn is a key tool that helps professionals build visibility and differentiate themselves and their businesses online.

Our Building Blocks of LinkedIn training program will teach you how to use LinkedIn to engage with your contacts in a way that will support your business objectives. Our training dives deep into LinkedIn to go well beyond basic education. We show you how to achieve success based on our direct experience and coaching of more than 500 professionals. We’ll walk you through common scenarios and show you how to choose and use the applications that will bring you the most success based on your goals. In short, we’ll give you the tools to succeed.

Each of the two sessions in our Building Blocks of LinkedIn training is ideal for groups of 12 or more. Training is delivered in your offices or at a location of your choice. These sessions cover the topics listed below and are 90 minutes each. We work closely with your marketing and/or training department to customize the training based on your needs, processes, policies and professional regulations.

Level 101 – Differentiating Yourself on LinkedIn

  • Build a profile that differentiates you
  • The Top 5 sections every professional should complete
  • Applications and sections for enhancing your profile
  • Tools for building your connections
  • Connection guidelines for LinkedIn

Level 201 – Business Purposes of LinkedIn

  • Staying in touch with your network
  • Status update do’s and don’ts
  • Generating leads and opportunities on LinkedIn
  • How to use LinkedIn to support your current business development efforts
  • LinkedIn etiquette

All training can be offered as a stand-alone service or as part of another program. CPE credit can also be delivered for all programs. For more information on how to get started or program costs, please contact us.





“Sarah conducted Facebook/LinkedIn training for our firm. Sarah put a great deal of time into understanding our firm’s structure and policies in order to prepare for the training. As a result, her presentation was customized for our firm, which contributed to the overall success of the training. Sarah is a dynamic speaker who related to the audience, bringing thoughtful, accounting-specific examples to her presentation that resonated with the partners and staff.”

– Liz Ambrose
Witt Mares