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 March 26, 2015

    Instructions for Printing and Stamping Your Firms Logo

    Tools Use these instructions to print the marketing toolkit brochures as well as add your contact information and firm logo to the PDFs.
    Published on March 02, 2015

    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 March 02, 2015

    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 February 27, 2015

    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 February 17, 2015

    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 February 17, 2015

    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 February 17, 2015

    Guide to Recordkeeping -- Booklet

    Brochure Download the folding booklet (for printer services) from the small business toolkit Guide to Recordkeeping.
    Published on February 11, 2015

    Guide to Recordkeeping -- Spreads

    Brochure Download the spreads (for printer serivces) from the small business toolkit Guide to Recordkeeping.
    Published on February 11, 2015

    Guide to Recordkeeping -- Page-by-Page

    Brochure Download the page-by-page version (for in-house printing) of the small business toolkit Guide to Recordkeeping.
    Published on February 11, 2015

    Guide to Acquiring Startup Financing -- Spreads

    Brochure Download the spreads (for printer serivces) from the small business toolkit Guide to Acquiring Startup Financing.
    Published on February 11, 2015

    Guide to Acquiring Startup Financing -- Page-by-Page

    Brochure Download the page-by-page version (for in-house printing) of the small business toolkit Guide to Acquiring Startup Financing.
    Published on February 11, 2015

    Guide to Acquiring Startup Financing -- Booklet

    Brochure Download the folding booklet (for printer services) from the small business toolkit Guide to Acquiring Startup Financing.
    Published on February 11, 2015

    CPAPowered Be Alert for Emloyee Theft

    Advertisement Use this full page ad focusing on employee theft to promote your services to small businesses.
    Published on February 11, 2015

    CPAPowered CPA as a Trusted Adviser

    Advertisement Use this full page ad focusing on your role as trusted adviser to promote your services to small businesses.
    Published on February 10, 2015

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