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    How to Cross-Sell Tax Services

    Practice Aid CPAs can use these tips and worksheet to explore ways of communicating with clients about additional services they may need.  Steps to take both within the practice and with the client are provided, as well as an example of signs to alert you to related services of interest.
    Published on October 31, 2014

    Tax Practitioners Toolkit for Sole Proprietors and Small Firms

    Toolkit Resources to help you meet your clients’ changing needs, help them plan for the future and to inform clients, prospective clients and referral sources what you as a CPA can do for them and position your firm as the premier provider of tax services.
    Published on October 31, 2014

    2014 Peer Review Board Annual Report on Oversight

    Report Download a pdf file of the 2014 Peer Review Board Annual Report on Oversight. The purpose of this Annual Report on Oversight (Report) is to provide a general overview; past and current statistics and information; the results of the various oversight procedures performed on the AICPA Peer
    Published on October 31, 2014

    FVS Resources

    Overview The Forensic and Valuation Services Center provides members with one of the most comprehensive sources of professional guidance and tools available today in their fields.
    Published on October 31, 2014

    The Forensic and Valuation Services Center

    Home The Forensic and Valuation Services Center provides CPAs with  resources for forensic and valuation services and member benefits.
    Published on October 31, 2014

    Tax Practitioners Toolkit for Medium Firms

    Toolkit Resources to help you meet your clients’ changing needs, help them plan for the future and to inform clients, prospective clients and referral sources what you as a CPA can do for them and position your firm as the premier provider of tax services.
    Published on October 31, 2014

    Tax Practitioners Toolkit for Large Firms

    Toolkit Resources to help you meet your clients’ changing needs, help them plan for the future and to inform clients, prospective clients and referral sources what you as a CPA can do for them and position your firm as the premier provider of tax services.
    Published on October 31, 2014

    Tax Tweets

    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 October 31, 2014

    CITP Credential Committee 2014-2015

    Overview This page contains the CITP Credential Committee's 2014-2015 member roster.
    Published on October 31, 2014

    IMTA Executive Committee 2014-2015

    Objectives or Roster This page contains a list of AICPA Information Management and Technology Assurance Executive Committee members for 2014-2015.
    Published on October 31, 2014

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