Marketing Toolkit

    Marketing Toolkit 

    The AICPA's Marketing Toolkit helps members promote their practices and services and contains a host of resources and information to assist in marketing and communications efforts. You can use these tools to:

    • Attract new clients and improve relations with existing clients
    • Offer a public service to those in need of financial assistance or information
    • Educate the business community and general public about CPA services
    • Increase visibility by giving the presentations to business, consumer and community groups

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    Building a Value-Centric Tax Practice Culture - Implementation Checklist for Small Firms

    Checklist Six easy steps to build a program to deliver a consistent message from everyone in your firm or practice about the value you provide clients.
    Published on March 31, 2014

    Blurbs for Your Client Newsletter, Blog or Website

    Tools Tax articles that cover a wide range of topics for use  in client newsletters  or website copy.  Articles include reminders of upcoming deadlines, information on year-round planning topics, and reinforce the need to contact their  CPA to learn more and to make decisions.
    Published on March 24, 2014

    Health Care Reform Resources

    Brochure To help you address client and prospect questions and educate them on what the Health Care Reform legislation means for their organizations, the AICPA has prepared a brochure and PowerPoint presentation discussiong the impact on employers, health care providers, insurers and individual citizens is substantial and long term.
    Published on March 10, 2014

    Tax Season CPA Powered Campaign

    Overview CPAs enable many people to achieve their financial goals and dreams. In a new campaign that is running now to May 30, 2014, we’re reminding consumers of the role their CPA played in life’s special moments and asking them to share their stories.
    Published on March 05, 2014

    Tax Practitioners Toolkit Communicate Your Value

    Toolkit These toolkits are designed to complement your efforts to communicate the value of your tax services and differentiate your qualifications as a CPA to current and prospective clients as well as staff.
    Published on March 05, 2014

    Building a Value-Centric Tax Practice Culture - Implementation Checklist for Small Firms

    Checklist This checklist walks you through the steps to establish your firm's value and how to retain and engage clients with links to related tools in the Tax Pracitioner's Toolkit.
    Published on February 28, 2014

    Tax Practitioners Toolkit for Medium Firms

    Toolkit Resources to help you meet your clients’ changing needs, help them plan for the future and to inform clients, prospective clients and referral sources what you as a CPA can do for them and position your firm as the premier provider of tax services.
    Published on February 26, 2014

    Tax Practitioners Toolkit for Sole Proprietors and Small Firms

    Toolkit Resources to help you meet your clients’ changing needs, help them plan for the future and to inform clients, prospective clients and referral sources what you as a CPA can do for them and position your firm as the premier provider of tax services.
    Published on February 26, 2014

    2014 Tax Law Snapshot (2-Page Handout)

    Tools A concise, 2-page overview of the changes from the American Taxpayer Relief Act of 2012 that will affect individual returns in 2014, including new rates, expiring provisions, and permanent tax credits for education and children.
    Published on February 04, 2014

    2013 Tax Season Full-page Ad - Female Business

    Advertisement Use these ads to distinguish you or your practice from competitors within your local markets and establish yourself as the premier provider of year round tax services. Personalize the ads by adding your firm name and contact information. Place the ads in magazines, newspapers, sports or event programs.
    Published on January 27, 2014

    2013 Tax Season Half-Page Ad - Business Owner

    Advertisement Use these ads to distinguish you or your practice from competitors within your local markets and establish yourself as the premier provider of year round tax services. Personalize the ads by adding your firm name and contact information. Place the ads in magazines, newspapers, sports or event programs.
    Published on January 27, 2014

    2013 Tax Season Full-Page Ad - Business Owner

    Advertisement Use these ads to distinguish you or your practice from competitors within your local markets and establish yourself as the premier provider of year round tax services. Personalize the ads by adding your firm name and contact information. Place the ads in magazines, newspapers, sports or event programs.
    Published on January 27, 2014

    2013 Tax Season Half-page Ad - Male Business

    Advertisement Use these ads to distinguish you or your practice from competitors within your local markets and establish yourself as the premier provider of year round tax services. Personalize the ads by adding your firm name and contact information. Place the ads in magazines, newspapers, sports or event programs.
    Published on January 27, 2014

    2013 Tax Season Full-page Ad - Male Business

    Advertisement Use these ads to distinguish you or your practice from competitors within your local markets and establish yourself as the premier provider of year round tax services. Personalize the ads by adding your firm name and contact information. Place the ads in magazines, newspapers, sports or event programs.
    Published on January 27, 2014

    2013 Tax Season Half-page Ad - Individual

    Advertisement Use these ads to distinguish you or your practice from competitors within your local markets and establish yourself as the premier provider of year round tax services. Personalize the ads by adding your firm name and contact information. Place the ads in magazines, newspapers, sports or event programs.
    Published on January 27, 2014

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