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

    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 Pracitioner's Toolkit...
    Published on February 28, 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

    Checklist Six easy steps to build a program to deliver a consistent message from everyone in your firm or practice about the value you provide clients.
    Published on March 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 February 26, 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 March 05, 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 February 26, 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 December 19, 2013

    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 November 21, 2011

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