CPA Marketing Toolkit

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 for Small Business

Toolkit Resources to help CPAs educate small business owners about the services CPAs provide and promote to CPAs as a trusted adviser. These tools allow CPAs to position and promote their practice to businesses at different stages—starting, growing and changing.
Published on September 14, 2017

cpapowered

Advertisement This year's CPApowered campaign features two breakthrough, engaging 30 second videos that you can share through your website and social media properties.
Published on September 13, 2017

Guide to Selecting Small Business Legal Structure -- Booklet

Brochure Download the folding booklet (for printer services) from the small business toolkit Guide to Selecting Small Business Legal Structure.
Published on September 11, 2017

Guide to Selecting Small Business Legal Structure -- Spreads

Brochure Download the spreads (for printer serivces) from the small business toolkit Guide to Selecting Small Business Legal Structure.
Published on September 11, 2017

Small Business Social Media Engagement (Growing)

Tools Find customizable social media messages to promote your practice to growing small businesses.
Published on September 11, 2017

Guide to Selecting Small Business Legal Structure -- Page-by-Page

Brochure Download the page-by-page version (for in-house printing) of the small business toolkit Guide to Selecting Small Business Legal Structure.
Published on September 11, 2017

Small Business Social Media Engagement (Starting)

Article
Published on September 08, 2017

Guide to Recordkeeping -- Spreads

Brochure Download the spreads (for printer serivces) from the small business toolkit Guide to Recordkeeping.
Published on September 08, 2017

Case Study A Restaurateurs Secret Ingredient His CPA

Brochure This case study tells how one CPA helped his restaurateur client jumpstart, and later expand, his business.
Published on September 08, 2017

Case Study A Restaurateurs Secret Ingredient His CPA

Brochure This case study tells how one CPA helped his restaurateur client jumpstart, and later expand, his business.
Published on September 08, 2017

Case Study A Restaurateurs Secret Ingredient His CPA

Brochure This case study tells how one CPA helped his restaurateur client jumpstart, and later expand, his business.
Published on September 08, 2017

Guide to Recordkeeping -- Booklet

Brochure Download the folding booklet (for printer services) from the small business toolkit Guide to Recordkeeping.
Published on September 08, 2017

Quarterly Pulse Check -- Page-by-Page

Checklist Download the page-by-page version (for in-house printing) of the small business toolkit's Quarterly Pulse Check checklist.
Published on September 08, 2017

Protecting Whats Important to You as a Business Owner -- Spreads

Guide Provide clients with risk management strategies using this brochure for printing in-house.
Published on September 08, 2017

Protecting Whats Important to You as a Business Owner -- Page by Page

Guide Provide clients with risk management strategies using this low-resolution file for printing in-house.
Published on September 08, 2017

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