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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Tax Practitioners Marketing 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 June 22, 2017

Tax Tweets and Social Media Posts

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 March 23, 2017

CPA Consumer Campaign Social Media Posts

Advertisement Social media posts for use during the 2017 tax season when clients and potential clients need CPAs more than ever. The theme for this year is “LIFE CHANGES. SO DO YOUR TAXES.”
Published on March 23, 2017

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 23, 2017

Print Advertisements to Show Your Value as a Trusted Adviser

Advertisement The full and half-page, hi-resolution pdf ads available for download here are suitable for placement in magazines and newspapers. The mechanicals are available in 4-color, but can be converted to black and white.
Published on March 20, 2017

Half-Page Print Ad- Wedding Couple

Advertisement CPAs can place this half-page print ad to help make consumers aware of the value of a CPA in navigating the financial and tax aspects that come with major milestones like getting married.
Published on March 20, 2017

Tax Awareness Aging Parent Half Page Print Ad

Advertisement CPAs can place the compelling half-page print ad to make consumers aware of the value of a CPA in navigating the financial and tax aspects of caring for older parents.
Published on March 20, 2017

Tax Awareness Half Page Print Ad - Divorce and Tax Issues

Tools CPAs can use this half-page print ad to broach the sensitive topic of divorce and the role of a trusted adviser to navigate the related financial issues.
Published on March 20, 2017

Half-Page Print Ad - Child Dancing

Advertisement CPAs can use this half-page print ad in a variety of low-cost venues such as alumni magazines and community papers to raise awareness of their value as a trusted adviser year-round.
Published on March 20, 2017

CPA Consumer Awareness Full Page Print Ad - Divorce

Advertisement Full-page ad helps CPAs communicate their value as a trusted adviser in a sensitive way to remind consumers they can help navigate difficult issues such as the tax and financial aspects of divorce.
Published on March 14, 2017

Consumer Awarenes Full Page Print Ad - Child Dancing

Advertisement CPAs can show their value in helping families with tax and financial planning with this touching full-page print ad that shows a small child dancing with adult.
Published on March 10, 2017

Consumer Full-Page Print Ad - Newlyweds

Advertisement CPAs can place this compelling full-page print ad to make consumers aware of the value of a CPA in navigating the financial and tax aspects that come with major milestones like getting married.
Published on March 10, 2017

Consumer FP Print Ad - Tax Planning for Family Care

Advertisement CPAs can place the compelling full-page print ad to make consumers aware of the value of a CPA in navigating the financial and tax aspects of caring for older parents.
Published on March 10, 2017

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 March 03, 2017

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 February 23, 2017

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