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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    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 November 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 November 13, 2014

    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 November 10, 2014

    Tax Saving Strategies for the 2014 Filing Season Presentation

    Presentation CPAs can use this well designed PowerPoint, complete with speaker notes, to show their expertise on tax issues that will shape federal tax returns filed in 2015 and encourage clients or prospective clients to start planning now.
    Published on November 10, 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 November 04, 2014

    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 November 04, 2014

    Building a Value-Centric Tax Practice Culture for Large Firms

    Article
    Published on November 04, 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 November 03, 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 November 03, 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 November 03, 2014

    How to Cross-Sell Tax Services

    Practice Aid CPAs can use these tips and worksheet to explore ways of communicating with clients about additional services they may need.  Steps to take both within the practice and with the client are provided, as well as an example of signs to alert you to related services of interest.
    Published on October 31, 2014

    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 October 31, 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 October 31, 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 October 31, 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 October 31, 2014

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