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 January 12, 2017

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 January 11, 2017

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 January 11, 2017

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 January 11, 2017

Tax Practitioners Toolkit

Toolkit The Tax Practitioner's Toolkit offers over 20 free resources for AICPA members to use in their marketing and client retention efforts.
Published on January 06, 2017

Affordable Care Act FAQs

FAQ CPAs can offer this well designed flyer to clients who have questions about how the Affordable Care Act works, with information on the Marketplace, premium tax credit, exemptions, and the payment for lack of coverage.
Published on December 22, 2016

CPA Marketing Toolkit

Tools 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 December 02, 2016

tax-practitioners-marketing-toolkit-resources

Toolkit AICPA members can choose the resources that best fit their practice size to establish or refine their value and conduct effective marketing and client retention.
Published on December 01, 2016

Implementation Checklists - Tax Practitioners Toolkit

Article Whether you're a sole proprietor, a partner in a mid-sized practice or advise clients at a large accounting firm, it's important you know what value you bring to the
Published on November 30, 2016

Customizable CPA Client Satisfaction Survey

Survey CPAs can customize this sample client satisfaction survey to gauge how clients perceive the quality of service and interest in using additional services.
Published on November 30, 2016

Overcoming Objections on Fees and Other Issues

Tools Talking points to address prospective and current clients' questions about fees, return preparation procedures, identity theft, IRS notices and other concerns.
Published on November 30, 2016

Are You Required to Provide Health Insurance Under the ACA

Brochure This 3-page handout describes the provisions of the Applicable Large Employer provisions of the ACA to alert business owners what "large" means for the purposes of being required to provide insurance for  employees.
Published on November 30, 2016

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 November 29, 2016

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 November 29, 2016

AICPA Tax General Tweets - Local

Tools 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 November 29, 2016

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