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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    Preparing for Lifes Important Moments Presentation

    Presentation A PowerPoint presentation that details the importance of working with a CPA to prepare for the imporant moments in life. This presentation is good for prospective clients and internal staff to better understand what you and your firm or practice has to offer.
    Published on September 26, 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 September 25, 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 September 25, 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 September 25, 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 September 25, 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 September 25, 2014

    2013 Tax Season 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 September 25, 2014

    2013 Tax Season 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 September 25, 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 September 25, 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 September 25, 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 September 25, 2014

    CPA 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 September 18, 2014

    2014 Tax Season Print Advertisements

    Advertisement The full and half-page, hi-resolution pdf ads available for download here are suitable for placement in magazines and newspapers. The mechanicals are available in 4-color, but can be converted to black and white.
    Published on August 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 July 29, 2014

    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

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