Tips for Cross-Selling Services Build an even deeper relationship with your clients by linking your services to their goals and needs.
You have many options for placing ads that are affordable – from your local magazines and newspapers to school sports programs and alumni magazines. You’ll find a selection of ads focused on the individual tax filer and small business owner.
Preparing for Life's Most Important Moments - Brochure A great follow-up to a meeting with a prospective client - this brochure gives a detailed overview of the advantages of working with a CPA.
Preparing for Life's Most Important Moments Presentation Customize this presentation for your local market and share with prospective clients to help them better understand the value of your firm and tax services. (Note: This presentation has been designed and the images licensed for this presentation only. The copy may be modified; however, the images may not be used in other materials.)
Tweets (Holiday-Themed, Technical, and General) – As they say, join the conversation! You’ll find a wide assortment of tweets to use throughout the year that connect with your audience and position you as an expert who is approachable and available. Good for use on Facebook and LinkedIn also.
Google AdWords – This is pay-per-click advertising on Google’s flagship search engine and a great place to be as consumers are searching for for the services you offer. We’ve provided a selection of sample ads for your use. To learn more, read Making Your Voice Heard, Tax Season and Beyond.
Media Interviews - Why Me? Because you can be a trusted tax resource for local reporters! These FAQs will help you get started on how to talk to media.
Sample Media Advisory Template – Sharing your knowledge with the community has never been easier. Modify this template with tax topics that can be easily tailored to your area(s) of expertise and send to local or regional media.
The Tax Practitioner's Toolkit is the collaborative effort of PCPS, the Tax Division and AICPA Communications who are working together on behalf of our members to develop tools, resources and promotional materials that position CPAs as the premier providers of tax services.