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Setting Your Financial Records Straight

Brochure: This brochure, Setting Your Financial Records Straight, discusses organizing and saving client financial records. Download this brochure to promote your personal financial planning services
Published on January 28, 2011

Setting Your Financial Records Straight Brochure - Reference Version

Brochure: Reference the Setting Your Financial Records Straight brochure to promote your personal financial planning services
Published on May 09, 2010

Setting Your Financial Records Straight Brochure - Personalize Version

Brochure: Personalize the Setting Your Financial Records Straight brochure to promote your personal financial planning services
Published on May 09, 2010

Setting Your Financial Records Straight Presentation

Presentation: Keeping good records will give your clients a better handle on their overall financial position and help you identify financial and tax-planning opportunities. Use the Setting Your Financial Records Straight PowerPoint...
Published on October 27, 2010

Setting Your Financial Records Straight Speech

Speeches/PowerPoint Presentations

Overview: The CPA Marketing Tool Kit provides a variety of PowerPoint presentations and companion speeches for use in promoting CPA services to clients. Topics include retirement planning, college planning, and business structure and formation.
Published on January 06, 2012

Client Brochures

Brochure: The AICPA's CPA Marketing Tool Kit offers a variety of brochures that you can personalize and use to promote your CPA services.
Published on January 06, 2012

Customer Service Tips - Principles of Outstanding Client Service

Guide: CPA Marketing Tool Kit: Find tips on developing a reputation for outstanding service.
Published on February 03, 2010

Becoming a Media Resource - Reporters Rules

Guide: The CPA Marketing Tool Kit notes that there are several commonly accepted rules reporters follow as part of conducting an interview.
Published on September 24, 2012

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Related AICPA Products

ABV Exam Registration

This registration is for the ABV Exam offered during July 1 – July 31, 2013 and November 15 – December 20, 2013.

Applying OCBOA in State and Local Governmental Financial Statements

The AICPA Practice Aid, Applying OCBOA in State and Local Governmental Financial Statements is intended to provide preparers and practitioners with the best practices that promote consistency and that resolve the difficult questions arising when state and local governments maintain their accounting records and prepare their annual financial statements using an alternative accounting and financial reporting framework. While nonauthoritative, this practice aid is the best source for such guidance.

Accounting Changes: Chronicles of Convergence, Crisis, and Complexity in Financial Reporting

Join Bob Herz for his remarkable journey through 40 years in the accounting profession. The former FASB Chairman and Accounting Hall of Fame inductee was a leader on the forefront of financial reporting during a time of unprecedented challenge for accounting, auditing and financial reporting. This book chronicles an extraordinary record of service to the accounting profession.