Search Results

    Page  1
    Showing results 1 - 9 of 9
    Order by:


    Successful Selling Tips - Getting Referrals

    Guide The CPA Marketing Tool Kit notes that creating and maintaining strong and active referral relationships is essential to growing your practice
    Published on February 03, 2010

    Successful Selling Tips - The Sales Objective

    Guide The CPA Marketing Tool Kit: It is imperative to have an objective when you're making a sales call.
    Published on February 03, 2010

    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 April 30, 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

    10 Suggested Uses For Brochures

    Overview The CPA Marketing Tool Kit provides brochures to help you market your services to the community. Here are some recommendations on how to use the brochures to your advantage.
    Published on February 03, 2010

    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 June 02, 2014

    Successful Selling Tips

    Overview The CPA Marketing Tool Kit provides members with a list of links to tips for successful selling.
    Published on February 03, 2010

    Customer Service Tips - Delivering Outstanding Client Service

    Guide CPA Marketing Tool Kit: Outstanding customer service can provide your firm with a competitive advantage.
    Published on February 03, 2010

    Page  1
    Showing results 1 – 9 of 9
    Show Results per page
    Copyright © 2006-2014 American Institute of CPAs.