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    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

    Tax Saving Strategies for the 2012 Filing Season Speech

    Speech This speech covers tax saving strategies for the 2012 filing season. It is a Microspft Word document that can easily be edited for firm or practice. This speech is great for...
    Published on December 14, 2011

    Overview and Tips on Giving Speeches

    Guide The 15-25 minute speeches included in the CPA Marketing Tool Kit are designed to provide you with a general framework for giving a speech on specific topics
    Published on January 28, 2011

    Selecting the Right Structure for Your Business Speech

    Presentation CPA Marketing Tool Kit: Access a speech that focuses on how to select the right structure for your business
    Published on May 04, 2010

    Securing Your Business Financing Speech

    Presentation CPA or professional business advisers can be enormously effective in helping their clients evaluate all the business financing options available to them, as well as be an important ally as they wade through what, in many cases can become, a maze of bureaucracy and paperwork. Use the Securing Your Business
    Published on October 27, 2010

    Securing Your Business Financing Speech

    Presentation CPA or professional business advisers can be enormously effective in helping their clients evaluate all the business financing options available to them, as well as be an important ally as they wade through what, in many cases can become, a maze of bureaucracy and paperwork. Use the Securing Your Business
    Published on November 04, 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

    How to Afford a Long, Happy Retirement Speech

    Article ...can play the role of advocate for their client's future financial security and role of adviser. Use the How to Afford a Long, Happy Retirement PowerPoint Presentation and speech to pinpoint strategies that will help make clients' dreams of a comfortable retirement a reality
    Published on November 07, 2010

    Marketing 101 - Presenting Seminars and Speeches

    Guide AICPA's CPA Marketing Tool Kit: In addition to advertising, mailings and other similar promotions, client seminars and presenting speeches to various groups are effective ways to market your services
    Published on March 26, 2013

    Financial Planning Tips for a Lifetime Speech

    Presentation As individuals and as a country, we are in the throes of a huge problem with likely consequences for our families, our communities and our entire nation: financial illiteracy. Statistics show that the majority of Americans do not understand how to save sufficiently to protect themselves and their families. Use
    Published on November 17, 2010

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