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    Building a Value-Centric Tax Practice Culture

    Checklist This checklist walks you through the steps to establish your firm's value and how to retain and engage clients with links to related tools in the Tax Practitioner's Toolkit...
    Published on November 04, 2014

    Resume Checklist

    Checklist Evalutate your resume against the criteria in this list to make it as effective as possible. Criteria include appearance, content and effectiveness.
    Published on October 13, 2010

    Building a Value-Centric Tax Practice Culture - Implementation Checklist for Small Firms

    Article Small firms and sole proprietors can use this detailed checklist to build a strategy for defining their value and communicating it to current and prospective clients, using all the Toolkit resources and some additonal tools as well
    Published on November 10, 2014

    Tax Practitioners Toolkit Communicate Your Value

    Toolkit These toolkits are designed to complement your efforts to communicate the value of your tax services and differentiate your qualifications as a CPA to current and prospective clients as well as staff.
    Published on November 13, 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 November 03, 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 November 03, 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 November 03, 2014

    Resumes-First Impressions Count

    Article How to Write a Résumé You're better off writing your own résumé rather than hiring someone to do it for you. No one knows more than you do about your education, your work experience, or the career you're looking for. But be sure to ask for assistance fr
    Published on July 01, 2010

    2011 Tax Resources

    Toolkit Tax 2011 Resources include print ads, social media, brochures, Microsoft PowerPoint, speeches, talking points and more to help CPAs market their services, educate clients and prospects, and position CPAs as the premier providers of tax services year-round.
    Published on June 04, 2014

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