Attracting new clients takes time – and money. From free presentations and tweets to brochures and ads, the Toolkit can to help you get your message out in digital and print channels, and brainstorm ways to expand services with existing clients.
Social Media Marketing Ready-Made Tax Tweets & Posts
Boost your visibility on Twitter, LinkedIn or Facebook with posts that capture current tax topics and invite follow up.
Tips for Cross-Selling Services
Use these ideas (and worksheet) to build deeper relationships with clients and link firm services to their goals and needs.
Preparing for Life's Most Important Moments [Brochure]
Educate prospective clients about the advantages of working with a CPA and the types of year-round services CPAs provide.