CPA Marketing Toolkit

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CPA 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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CPA Marketing Toolkit

Tools 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 September 30, 2016

Nuts and Bolts of Using the Toolkit to Make Your Voice Heard

Primer This guide answers questions about how to use the  Tax Practitioner's Toolkit, including working with printing vendors, placing ads and talking to reporters.
Published on September 29, 2016

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 September 29, 2016

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 September 23, 2016

Tax Practitioners Toolkit for Large 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 September 23, 2016

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 September 23, 2016

Year-End Tax Planning (2015) What Will Affect Your Return

Presentation AICPA members can use this professional presentation to address both individual and small business tax issues that affect liability, such as capital gains, net investment taxes and education credits, and Affordable Care Act. Identity theft is also included.
Published on September 22, 2016

Tax Year-round 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 that your firm is the tax expert year round.
Published on September 20, 2016

Holiday-themed Tax Tweets

Tools CPAs can use these tax tweets tied to various holidays, as well as themed days and months such as National Write a Business Plan Month to heighten their visibility and engage both current and prospective clients.
Published on September 20, 2016

Year-End Planning Client Letter - Individual

Sample Letter CPAs can modify and use this detailed client letter to encourage individual clients to schedule a year-end planning session to minimize their taxes.  The letter covers topics such as ACA, identity theft, retirement and AMT.
Published on September 20, 2016

Year End Planning Client Letter - Small Business

Sample Letter This sample client letter for small business owners is a great way for CPAs to remind clients of important tax planning topics, as well as health care, identity theft and retirement issues, and encourage them to schedule a year-end review.
Published on September 20, 2016

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 September 09, 2016

Year-round Tax 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 of important tax planning issues and reinforce the image of CPAs as year-round tax experts.
Published on September 09, 2016

Holiday Tax Tweets - Local

Article Tweets that can be cut and pasted to Twitter, LinkedIn, Facebook and other social marketing sites to  reinforce the image of CPAs as the tax experts year-round. These tweets are holiday-themed and date-specific.
Published on September 07, 2016

ID Theft Checklist for Clients Action Steps for Recovery

Checklist CPAs can give clients this comprehensive checklist to help them navigate the aftermath of identity theft. The checklist includes links to various agencies and also recommends steps that clients may not think of at the time to recover their identity. and minimize any damage.
Published on August 31, 2016

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