Drive Your Unique Value

    Drive Your Unique Value 

    Make sure your clients and prospects know how you are different from other practitioners. Articulate the unique value of your practice—and make sure others can, too! 

    YOU Are the Value

    Guide your team through Leo Pusateri's videos, workshops, and articles to help you build meaningful and lasting relationships with your clients.


    Social Media Toolkit

    Take charge of your tweets, posts and blogs. From the Set-up and User Guides to customizable Action Plans, here is everything you need to command your social media.

    Teaching Young CPAs Business Development Skills

    Understand the power of introducing staff to sound principles of practice development early in their firm tenure.

    Small Firm Marketing Brochure

    Promote the benefits of your small firm with this full-color, customizable brochure Simply add your logo and this brochure is ready to go to your prospects.

    Tax Practitioner Marketing Toolkit

    The implementation checklist coupled with a vast array of templates makes this toolkit is all your firm needs to get a leg up on the competition and get noticed in the marketplace.

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