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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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Firm Announcement of New Member or Partner Sample Press Release

Sample Press Release The CPA Marketing Tool Kit provides members with a sample press release announcing a firm's new member or partner.
Published on May 13, 2013

Selecting the Right Structure for Your Business - Speech

Presentation How entrepreneurs set up their business and whether they plan on going it alone or operating it with others will determine the type of entity they should select. Navigating through these decisions is not so simple. That is why they need the services of a CPA. CPAs have worked with all types of
Published on May 13, 2013

Customizable Sample Media Advisory for 2012 Tax Season

Media Outreach Learn how to let your local media know that you are available to do interviews.  Simply customize this document to fit your needs and highlight your or your firm's specialization, and send it to reporters. Then follow up with a phone call as needed.
Published on May 13, 2013

Media Advisory for 2012 Tax Season Template

Sample Press Release Let your local media know that you are available to do interviews.  Simply customize this document to fit your needs and highlight yours or your firm's specialization, and send it to reporters. Follow up with a phone call as needed.
Published on May 13, 2013

Developing a Business Case for Social Media - User Guide

Guide Helpful information and tips to guide your firm through strategic social marketing using outlets such as, LinkedIn, Facebook, Twitter and blogging. The Social Media Strategy Booklet is presented in an easy to ready downloadable pdf.
Published on May 13, 2013

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 May 10, 2013

CPA Value and Tax Blurbs for Your Website or Client Newsletter

Tools Choose from a variety of messages that showcase your expertise and value.
Published on May 08, 2013

Marketing Toolkit

Article The CPA Marketing Tool Kit contains a host of resources and information to help members promote their practices and assist with their marketing and communications efforts.
Published on May 03, 2013

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 March 28, 2013

Marketing 101 - Creating Awareness

Guide AICPA's CPA Marketing Tool Kit: Successful marketing depends upon your ability to create and communicate a specific image.
Published on March 26, 2013

Marketing 101 - Effective Advertising

Guide AICPA's CPA Marketing Tool Kit: While many may assume that you need a hefty budget to launch an advertising campaign, this form of marketing need not be expensive.
Published on March 26, 2013

Marketing 101 - Using Direct Mail

Guide AICPA's CPA Marketing Tool Kit: If done properly, direct mail can be one of the most efficient, cost-effective forms of marketing available.
Published on March 26, 2013

Marketing 101 - Identifying Core Products

Guide The AICPA's CPA Marketing Tool Kit advises that when developing your marketing plan, it is important to define those core services you want to market and your target audience.
Published on March 26, 2013

Marketing 101 - Presenting Seminars and Speeches

Guide AICPA's CPA Marketing Tool Kit: In addition to advertising, mailings and other similar promotions, client seminars and presenting speeches to various groups are effective ways to market your services.
Published on March 26, 2013

Marketing 101 - Key Elements of a Marketing Plan

Guide The AICPA's CPA Marketing Tool Kit provides guidance to determine the best marketing strategy for your firm.
Published on March 26, 2013

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