Case study: Can accounting firms really be social?

McGladreyWhen you cast your gaze across the digital landscape one organization you may not expect to see is an accounting firm. But, one of the leading tax, accounting and consulting firms in the country–RSM McGladrey–has proven that notion wrong over the last year building up quite an online presence in the process.

In the spirit of full disclosure, I’m a former McGladrey employee. I worked as part of the marketing/PR team for five years in the early 2000s. So, it’s been particularly interesting for me to monitor their progress as they’ve started their first blog, dove into Twitter and started a YouTube channel–all in the past year.

Overall, McGladrey’s one of the more socially active accounting firms. Just take a peek at their online interaction and platforms:

* RSM McGladrey Golf Blog

* Success Starts Here (career/recruiting blog)

* RSM McGladrey Mfg (Manufacturing blog)

* RSM McGladrey ESOP blog

* Official McGladrey Twitter account

* Terri Andrews and Ben Gotkin also tweet under the McGladrey banner

* RSM McGladrey Careers Facebook fan page (more than 1,200 fans)

* McGladrey Careers YouTube channel (1,179 views)

* McGladrey PR News channel (238 views)

* McGladrey LinkedIn Alumni Group (nearly 900 members)

But, as we all know, a “presence” means nothing on the surface. There needs to be an integrated strategy. A solid business case for engaging with these tools. I had the chance to ask Terri Andrews, PR manager at McGladrey, a few questions last week about their engagement, strategy and results so far.

TerriAndrewsB2B Voices: McGladrey is currently active on a number of different social platforms. How did you sell these ideas internally to senior management who must have been a little skittish?

Terri: Our senior management has been surprisingly receptive so far. They realized early on that social media was going to be the way of the world. And they understood we could either use these tools to solidify our reputation up front or move into reactionary mode online. We’ve been testing the waters since early last year.

B2B Voices: What were your initial goals as you began last year?

Terri: We wanted to get involved in a listening mode. What conversations were happening in areas we were interested in? We really wanted to get a feel for where we could add value. We also feel we can use social media to raise brand awareness in many ways.

McGladreyMfgBlogB2B Voices: How are you setting expectations internally at McGladrey? And how are you measuring success?

Terri: You can’t expect 10,000 clicks every time you post a blog. We’re trying to work with our executives and thought leaders to help them understand that their won’t be an immediate ROI in every case, but that it’s more about building relationships that will eventually result in ROI.

B2B Voices: In my view, social media for professional services firms like yours is all about thought leadership. As far as you know, has any of the work you’ve done online led to a lead or an actual new client?

Terri: We continually track our blog numbers and we know our social activity is increasing visits to our Web site. We’re trying to push folks to content on our site that is relevant to them. And, we’re working hard to find our audiences where they live online–whether that’s LinkedIn, Facebook, Twitter or YouTube.

B2B Voices: What’s next for McGladrey in the social realm?

Terri: We’re currently in the midst of implementing a social media policy/guidelines for employees. We believe this will give employees a better understanding of how they can get involved online on behalf of RSM McGladrey. We’re hoping this will ultimately result in even more employees representing McGladrey on social networks. The policy will also ensure we’re all integrated and supporting each others efforts.

So, how does McGladrey measure up?

McGladrey has already made great strides. The fact that they operate four blogs, three Twitter accounts, a Facebook page and two YouTube channels means, as Terri stated above, they’ve convinced senior management the benefits of engaging online outweigh the negatives. That’s no easy task in an accounting firm culture. Believe me.

However, while the firm has made great strides, like any other company, there seems to be a few opportunities. I thought we’d take a moment to look behind the numbers at their digital activity:

* Thought leadership: I’m a firm believer that the biggest social component to any professional services firm digital strategy is blogging. It’s the ultimate thought leadership platform. And, the SEO benefits are huge for firms like McGladrey. It’s nice to see McGladrey putting some emphasis behind an industry that I know is important to the firm: Manufacturing. Tom Murphy has been, and is, a great face for that vertical for the firm.

McGladreyTwitter* Engagement: As an organization that’s trying to establish itself as a thought leader in different categories, engagement isn’t always the priority. However, the lack of comments and two-way dialogue on the McGladrey blogs has to concern the firm just a little. On the flip side, Terri Andrews and Ben Gotkin do a wonderful job serving as the “face” of the firm from a recruiting and PR perspective on Twitter. And, the recruiting team does a nice job on Facebook responding to questions and jumping in when appropriate.

SuccessStartsHere* Integration: This is one area where I think the firm has a clear opportunity. Visiting the McGladrey Web site, other than the McGladrey Golf Blog, I don’t seen any mention of the organization’s social work or properties. So, there’s an opportunity to integrate all McGladrey’s social initiatives on their Web site. On the flip side, the Success Starts Here blog does a fabulous job of pulling together all the digital McGladrey properties. On the blog, not only can I link quickly to the firm’s Facebook page and YouTube channel (focused solely on recruiting), but I can also view a Google map with location info for every McGladrey office across the country. Nice.

So, can an accounting firm really be social? I think McGladrey’s answered that question beyond a reasonable shadow of a doubt. But, like any other company, they still have opportunities. They’ve done the heavy lifting. Now, it’s a matter of listening and watching how their fans and followers behave on their sites, monitoring the digital landscape and adjusting as necessary.

Enough blathering by me. You’ve seen what McGladrey is up to now. What do you think? How does McGladrey measure up against other professional services firms (accounting, legal and architecture firms) you’ve seen online?

  • http://presciencepr.wordpress.com Anya Woods

    I would say the Food Bank of Boston, or whatever local area you’d like really. They’re doing a lot lately with delivering fresh produce, not just pre-packaged food, and are also very involved in the fight against obesity. There are families without food in our local communities and neighborhoods, and it’s only getting worse.

    Remember, even if you can’t give money, you can always volunteer your time.

  • Laura W.

    I have two favorite organizations. One is the Nature Conservancy. It’s goal is to preserve land, especially unique areas. It does this by buying the land and getting it out of circulation so no one can build on it or disturb it in any way.

    My second one is Heifer International. Instead of giving hungry and poor people food, Heifer provides opportunities for families to raise food and create a living for themselves. It helps people to help themselves, not too different from Kiva. So a family might obtain a trio of rabbits from Heifer and in return, the familty agrees to provide some of the baby rabbits to another family so that they too can start raising rabbits. It’s a win win situation.

  • Fiona D.

    I think you should donate to Heiffer. They’ve got a great program that deserves support.

  • Beecher

    Hi Katie, Wonderful! I really like this idea. I love KIVA. My next thought is to pick a program close to home, so that pick would be the Martin Luther King Elementary School reading program. Volunteers partner in reading with first and second graders who are reading below grade level to build not only on comprehension and fluency, but also enthusiasm for reading.

  • G

    Kate — Great stuff with this, the other side of your company; keep it up! Why not try to send some cash to some local schools through Kiva in whatever needy areas you’re planning to send the money; presumably so-called third world countries. Education is costliest commodity out there, and we should all be invested in it. Thanks
    G

  • http://cocreatr.typepad.com/everyone_is_a_beginner_or/2008/12/ready-to-change-your-life-not-mba.html CoCreatr

    I think what kiva is all about is helping people to help themselves on their way out of misery towards prosperity. Thast takes tripe support in education, finance and technology.
    One organization that I feel fits this concept quite well is offering simple technologies that within short time pay for themselves. Their cookstoves for example halve the expenses for solid cooking fuels and reduce indoor pollution as well. See for yourself at http://envirofit.org

  • CoCreatr

    Sorry, make that TRIPLE support, please.

  • http://www.interfolio.com Frank Fessenden

    Great idea you guys!

    I like The Trustees of Reservations – http://www.thetrustees.org/

  • Laurel Miltner

    I choose the VH1 Save the Music Foundation, because music education helps develop skills in several academic areas. And because for some children, it will be their calling.

  • George Thomas

    I’d like to suggest St. Jude Children’s Hospital. I worked with them while in college and they do some fantastic stuff for kids down there.

  • Katie Despres

    What a great idea! My cause of choice is the Home for Little Wanderers (thehome.org) which helps at-risk children and their families.

  • http://ampersanddot.com/blog Zach

    I actually just recently heard of TheHome.org but think it’s an awesome charity- so I’ll second this one.

    Also- great idea for the blog- keep up the good work.

    Zach

  • Dave

    Best of luck to you guys!

  • Meredith

    United Way of Lamoille County (VT):

    This is a charity I’ve made a commitment to in order to make a difference in my local community. I’m taking a Polar Plunge in Lake Elmore to raise money !

    The UWLC is hoping to start a transitional housing fund to provide temporary housing and budget education for those in need. What impresses me about this charity is their commitment to provide services that will make people self-sufficient again.

    Here in Lamoille County, the United Way focuses on the “three H’s” of Heat, Hunger, and Homelessness. With a chilly winter ahead, I’m eager to help out my neighbors in need and focus my support locally.

  • Jill

    I’m also for the donating to the Food Bank – I live in the D.C. area and my family made the decision to put our money together and make a donation to our local foodbank. We take so much for granted this time of year, when many families can’t even afford regular healthy meals, sometimes even one or both parents are working. This is truly a worthy cause, especially given our country’s economic problems.

  • http://www.marte-cliff.com Marte

    The Battered Mothers Resource Fund – this all-volunteer non profit operates a nation wide hotline where moms can call to find a nearby shelter for herself AND her children.

    Since ten women die from domestic abuse every single day in the U.S. I think it’s important that the hotline stay in operation – so those who want to escape with their lives can get help.

    Right now the hotline is in trouble because the director can no longer fund it from his own pocket. He had a heart attack, with complications, and can’t work to support it.

    Get info at http://www.batteredmothers.org

  • http://raincoaster.com raincoaster

    I’d like you to donate to Fearless City, http://fearlesscity.ca which is a nonprofit in Vancouver’s inner city, using mobile technology to bridge the digital divide and reclaim the promise of empowerment that was in the digital revolution all along. They put video- and livestream-enabled mobile phones and multimedia blogs in the hands of the most marginalized people in Canada, enabling them to tell their own stories and communicate with the rest of the world free of censorship or preconceptions.

  • Deb

    Hey Kate-

    Great idea! Is it too late for me to give my pick?

    You could probably guess mine…the Michael J. Fox Foundation (www.michaeljfox.org) – a cause very close to my heart.

    Thanks for doing this and inspiring me!

  • http://diatribekarma.blogspot.com Jacques Brisson

    Hi Kate, in all the causes I support there is one that is particularly important to me: Le club des petits dejeuners (Quebec breakfast club) that serve hot breakfasts at school, before classes start, every single day of the school year in underpriviledged parts of Montreal (and province of Quebec). Basically, they serve up to 15,000 breakfasts each school day so those kids can start their day with good predisposition to learn.

    http://www.clubdejeuners.org

    Jacques Brisson
    Montreal, Quebec

  • jon

    kate,dadio here. I have been supporting Hospice of Central New York since they helped
    us with Dad. We learned so much from the caregivers during that time of letting go of life. They helped us understand death and it’s transitions. They were an important part of the process.

  • http://www.simoncolumbus.de Simon Columbus

    One cause I have donated to myself is Global Voices. They do a brilliant job aggregating the blogged voices of the unheard around the world, providing one of the best sources of independent information from those countries underrepresented in global media.

  • rezit

    Great idea. My favorite charity is the Appalachian Mountain Club (AMC – http://www.outdoors.org/) because it is close to my heart.

  • http://www.decaturcomputerhelp.com Alan Thornton

    That’s another good one.
    Thanks for the reminder.

  • http://www.grassroots.org Shane Hankins

    I wanted to give quick plug for Grassroots.org (http://www.grassroots.org/). The mission of Grassroots.org is to serve as a catalyst for positive social change by leveraging modern technologies and best business practices.

    Our ultimate goal is to adopt 10,000 nonprofit members, and to provide them each with an average of $10,000 of services per year at no charge (for a total savings of $100 million per year!).

    I am the Executive Director and encourage all of you to check it out. Also, please let the organizations you support know about our free services! We are a 501c3 organization.

  • http://www.seanbohan.com Sean Bohan

    1. I love KIVA

    2. I love KIVA

    3. I love this blog :)

    4. I love this effort

    5. I am a supporter of Diabetes research (http://www.diabetes.org/)

    Great job with this – can’t wait to see how it turns out

  • https://twitter.com/thieleman1 Matt

    I vote for any of the causes that have been posted so far! Kiva is a great cause and I thank you for doing this.
    Best,
    Matt

  • http://www.katebrodock.com Kate Brodock

    Haha, thank you Sean!

  • http://www.metropoliscreative.com Michael Flint

    Hey Kate,

    Good idea. We made 18 separate donations to the American Cancer Society this year in our clients’ names. We also are offering free charity button design to anyone who wants one on their site. http://www.metropoliscreative.com/give_back.php. We’ve received a few requests already! (Need a charity button?)

    Mike

  • http://www.bereaanimalrescue.com Lori

    My vote is for Berea Animal Rescue Fund. I’m a volunteer there. It’s a tiny shelter in a suburb of Cleveland. We do our best to give these animals the warmth, shelter, and love they deserve. We are getting more and more animals and are running out of space and foster homes for them. Any donation would be helpful. Thanks! Happy Holidays!

  • http://www.ultrarob.com/blog/ UltraRob

    My vote is for World Bicycle Relief. They empower people in poverty and disaster areas.

  • Anonymous

    great idea. i’ve heard good things about Kiva.

  • http://www.biblemoneymatters.com Money Matters

    I think you should donate to 2nd Harvest Heartland – a food bank – helping a lot of people this Christmas! You’d be amazed at how many meals you can provide for even a small amount of money!

    http://www.2harvest.org

  • http://primecutsblog.com justinlevy

    I don’t have a specific charity that I’d prefer to see you use. I’m just thrilled that you’re running this. Keep up the great work! Looking forward to seeing you next time I’m in town :)

  • Ellen Malloy

    Please donate to doctors without borders. We in America have a horrible health care system but we at least have the finest medical facilities and doctors in the world. Many in other countries, along with not having access to health care, don’t even have the doctors and facilities that could provide care.

  • http://www.gradontripp.com gradontripp

    What a great idea, Kate! I would like to suggest Jane Doe Inc, the Boston-based anti-domestic violence advocacy group we organized the first SM4SC event for.

    Cheers, and Happy Holidays!

  • http://www.linnetwoods.com linnetwoods

    The ability to reach those to whom the tiny amounts we can afford to donate mean so much is one of the things I love about the Internet. What you are doing here is really lovely and I hope it inspires many others. I would like to support Heifer International at http://www.heifer.org in common with some of your other respondents.
    Thanks for thinking of this idea!

  • http://www.morrisville.edu/mcf James Hastie

    Hi Kate, Merry Christmas & Happy New Year! Kiva is a great organization. I first learned of them through our faculty teaching within the Morrisville State College Entrepreneurial Institute, and our interactions with CARE through the Morrisville College Foundation’s Sheila Johnson Instiute (www.sheilajohnsoninstitute.org): my cause. The Limestone Pony Club (www.limestoneponyclub.org) was a close second because of its ability to develop leadership skills and character in our Nation’s youth – nice job!!! :^)

  • http://www.dateinthecity.com Karl Schlegel

    Hi Kate!

    I love what you are doing! I am working closely with Grassroots.org which is a non-profit that serves currently over 900 non-profits with web related services and consulting. Their goal is to give $10k worth of services to 10,000 non-profits for a total of $100M in services per year. I am very close with the executive director who is dedicated and committed to creating global impact and providing access to resources for change.

    Best,

    Karl

  • mike coughlin

    kbb! hook it up to st. jude’s. down with baby cancer.

    or on a similar note, the ronald mcdonald house. they put my degenerate family while they were down at st. judes.

  • Rebecca Jasperson

    A simple act of kindness can affect the lives of so many….Kate, this is really touching, thanks for putting this out there. (As for my cause of choice, I’ll suggest the salvation army. They do such a great job at bringing people together to help others.)

  • http://www.awwininc2.org Sarahlyn U. Argrow

    Hello, my name is Sarahlyn U. Argrow and I am the founder of an organization entitled AWWIN, Inc, a non profit 501(c)(3) organization designed to assist single working women and their children. Our organization has assisted more than four hundred families with the services AWWIN offers. The organization is a direct testament of the founder, Ms Argrow. We were able to assist a larger number of families with our Christmas After Christmas, a new and exciting entity of AWWIN. Christmas After Christmas will continue through the upcoming year as AWWIN will assist these families in 2009 to help them with their plight of moving out of poverty.
    We will do a follow- up every two months of the nine families to assist with the educating of their children, assisting the parents with finding better employment, seeking higher education, assistance with their day-to-day needs, etc.
    Please visit http://www.awwininc2.org for more information about AWWIN and the services we offer or to donate. No donation is too small.
    AWWIN is the presenter of the AWWIN, Inc Top Ten Working Women of The Year Awards and we are looking for assistance to expand to the Dallas and Houston areas in the upcoming year. We expanded to Atlanta in 2008. The annual gala will be held May 15, 2009 in Beautiful Savannah Georgia. We are in need of corporate sponsors for this event and donors for our silent auction items.
    Thank You and I hope You have A Very Happy and Prosperous New Year!!!

  • http://www.figmentations.com Helen Hoefele

    I don’t have a favorite charity. There are so many people and causes that are worthy and need help. I’d love to help them all. I’ll leave it up to you to made the difficult decision. Best wishes to All!

  • Nancy

    This is an excellent effort and Kiva is a great choice. In 2009 we can all strive to do more to help others. I also support Heifer International (http://www.heifer.org) as I see it as a sustainable way to help people improve their own lives. Good luck Kate with all of Other Side’s endeavors!

  • http://adamhcohen.com adamcohen

    Hey Kate – Fantastic idea, well done. Ever since Blog Action Day I’ve been very impressed with the work of the Greater Boston Food Bank http://www.gbfb.org/ As always you continue to push the envelope with your blog and challenge us to do more…keep up the great work and Happy New Year!

  • http://www.pistachioconsulting.com Laura “@Pistachio” Fitton

    Wonderful idea Kate. Kiva is terrific. I also love Heifer.org and CharityWater.org (obviously :-) ).

    Happy New Year and thank you for doing this!

    Warmly,
    Laura

  • http://texturism.tumblr.com texturism (maura)

    kate:

    love this!

    my vote: green light fund

    i have been supporting this organization for the past two years and think their approach is brilliant! http://www.greenlightfund.org/html/approach.html

    this year’s organization is youth villages; helping individuals transition from the foster care system to adulthood. more here: http://www.greenlightfund.org/html/org/YVTL.html

    thanks again and best of luck!

  • http://twitter.com/makavanagh Melissa Kavanagh

    This is a great idea! So many great causes already listed. My vote is for the Humane Society of North Myrtle Beach (http://www.humanesocietynmb.org/).

    My husband and I have adopted 2 4-legged, furry kids from there, and they bring so much joy to us. The volunteers at this shelter are awesome.

  • http://metrolacrosse.com/ Kimberly Hampton

    What an interesting idea. I’d like to nominate MetroLacrosse as a worthy charity. I’ve worked with them before as a volunteer coach for youth lacrosse leagues across the Boston metro area.
    http://metrolacrosse.com/

    It’s amazing how much influence you can make by introducing kids to organized sports, especially in areas where there’s so much opportunity to get into trouble.

  • http://www.communicationsconversations.blogspot.com Arik Hanson

    Kate–great idea. The cause I support is http://www.aces4kids.org/. Great model for mentoring and supporting inner-city youth.

  • http://www.chucklasker.com Chuck Lasker

    I’ll say Midwest Food Bank because they are creating efficiencies in the distribution of food to the needy by seeking large food donations, then distributing through hundreds of local agencies as well as to disaster sites. This kind of business-thinking is essential in these hard times to organize and centralize and create efficient processes.

    http://www.midwestfoodbank.org/

    Kiva is an excellent cause, too, so I’m glad to see that some money will go there. Thanks for doing this.

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