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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 - 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 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 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

    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 November 10, 2010

    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

    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 08, 2014

    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

    June is LGBT Pride Month

    Article Pride is the positive stance against discrimination and violence toward lesbian, gay, bisexual, and transgender (LGBT) people to promote their self-affirmation, dignity, equality rights, increase their visibility as a social group and build community.
    Published on June 05, 2014

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