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

    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 January 15, 2015

    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 January 12, 2015

    2014 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 January 08, 2015

    Building a Value-Centric Tax Practice Culture for Large Firms

    Checklist This checklist walks you (or your marketing staff) through the steps to establish or clarify your firm's value and resources to retain and engage clients with links to related tools in the Tax Practitioner's Toolkit.
    Published on January 07, 2015

    Building a Value-Centric Tax Practice Culture

    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 Practitioner's Toolkit.
    Published on January 06, 2015

    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 January 06, 2015

    Building a Value-Centric Tax Practice Culture - Implementation Checklist for Small Firms

    Article Small firms and sole proprietors can use this detailed checklist to build a strategy for defining their value and communicating it to current and prospective clients, using all the Toolkit resources and some additonal tools as well.
    Published on January 06, 2015

    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. These tweets are holiday-themed and date-specific
    Published on December 24, 2014

    2014 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 December 24, 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 December 24, 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 December 24, 2014

    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 December 24, 2014

    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 December 24, 2014

    Tax Law Snapshot for 2014

    Brochure This easy-to-read summary helps CPAs educate clients about recent tax law changes, as well as planning steps to minimize tax liability.
    Published on December 24, 2014

    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 December 24, 2014

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