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CPA Financial Planner Marketing/Media Toolkit 

You may want to use these tools to:

 

- Download this web sticker 

- Download a
commemorative book

- View the short (<1 min) 
anniversary video 

  • attract new clients
  • improve relations with existing clients
  • offer a public service to those in need of financial information
  • educate the general public or targeted audiences about PFP services
  • increase visibility by giving presentations to business, consumer, or community groups

360 Degrees of Taxes explains financial planning in consumer terms.


CPA Strong Campaign
To support you in your efforts to build your practice in this increasingly competitive environment, the PFP Division has created a coordinated set of marketing materials. These ads, brochures, online tools and presentation materials are designed to help you explain what you do in a consistent way to many different audiences – that the financial plans you put together with your clients are CPA Strong. Customize them with your logo and contact information. Plus, you’ll find a guide to get you started using these tools – from placing an ad in a newspaper to one on Google.

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