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

    Open Hide documents in this section

    Page  1 2 3 4 5 >> 
    Showing results 1 - 15 of 418
    Order by:


    Make Your Voice Heard A How To Guide

    Brochure A PDF guide designed to help you, your firm or practice to successfully incorporate the toolkit materials into your client retention and acquisition efforts and provides tips on getting started.
    Published on July 23, 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 July 22, 2014

    Preparing for Lifes Important Moments brochure

    Brochure Use the AICPA's Preparing for Life's Important Moments marketing brochure to market your CPA firm or practice. Personalize the brochure and mail it to clients or prospects to highlight your tax expertise and qualifications.
    Published on July 14, 2014

    Tax Tweets

    Toolkit The social media status updates and tweets available for download here are suitable for cutting and pasting into individual, firm and state society Twitter, Facebook, LinkedIn, Google and other social media outlets.
    Published on June 16, 2014

    2014 Technical Tax Tweets for your Firm

    Advertisement Technical tax information tweets and social media statuses that can be cut and pasted to Twitter, LinkedIn, Facebook and other social marketing are provided here in easily downloadable PDF files to remind consumers and reinforce the image of CPAs as the tax experts this tax season and year round.
    Published on June 16, 2014

    AICPA Year-Round Holiday Tweets - Local

    Advertisement Tweets and social media statuses that can be cut and pasted to Twitter, LinkedIn, Facebook and other social marketing sites to remind consumers and reinforce the image of CPAs as the tax experts this tax season and year round. These tweets are holiday-themed and date-specific
    Published on June 16, 2014

    AICPA Year-Round Holiday Tweets - Local

    Advertisement Tweets and social media statuses that can be cut and pasted to Twitter, LinkedIn, Facebook and other social marketing sites to remind consumers and reinforce the image of CPAs as the tax experts this tax season and year round. These tweets are holiday-themed and date-specific.
    Published on June 16, 2014

    AICPA Tax Holiday Tweets - Local

    Advertisement Tweets and social media statuses that can be cut and pasted to Twitter, LinkedIn, Facebook and other social marketing sites to remind consumers and reinforce the image of CPAs as the tax experts this tax season and year round. These tweets are holiday-themed and date-specific
    Published on June 11, 2014

    2014 Tax Technical Tweets for your Firm

    Advertisement Technical tax information tweets and social media statuses that can be cut and pasted to Twitter, LinkedIn, Facebook and other social marketing are provided here in easily downloadable PDF files to remind consumers and reinforce the image of CPAs as the tax experts this tax season and year round.
    Published on June 09, 2014

    AICPA Tax General Tweets - Local

    Advertisement Tweets and social media statuses that can be cut and pasted to Twitter, LinkedIn, Facebook and other social marketing sites to remind consumers and reinforce the image of CPAs as the tax experts this tax season and year round.
    Published on June 09, 2014

    AICPA Tax General Tweets - Firm

    Advertisement Tweets and social media statuses that can be cut and pasted to Twitter, LinkedIn, Facebook and other social marketing sites to remind consumers and reinforce the image of CPAs as the tax experts this tax season and year round.
    Published on June 09, 2014

    2011 Tax Resources

    Toolkit Tax 2011 Resources include print ads, social media, brochures, Microsoft PowerPoint, speeches, talking points and more to help CPAs market their services, educate clients and prospects, and position CPAs as the premier providers of tax services year-round.
    Published on June 04, 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 June 02, 2014

    AICPA Social Media User Guides

    Guide Designed to help you learn more about the professional benefits that Facebook, Twitter, LinkedIn, YouTube and blogging offer, the Strategy Booklet and each user guide shares steps for getting started, as well as best practices, in an easy-to-read format.
    Published on June 02, 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 May 21, 2014

    Page  1 2 3 4 5 >> 
    Showing results 1 – 15 of 418
    Show Results per page
    Copyright © 2006-2014 American Institute of CPAs.