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    Marketing Toolkit

    Article The CPA Marketing Tool Kit contains a host of resources and information to help members promote their practices and assist with their marketing and communications efforts.
    Published on May 03, 2013

    CPA Marketing Toolkit - Print Advertisements

    Toolkit The CPA Marketing Tool Kit offers an overview and guidelines for members to print and place advertisements regarding the services they offer.
    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

    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

    CPA and AICPA Member Logo Usage FAQ

    Logo The AICPA Marketing Toolkit contains the CPA and Member of AICPA logos for use in promotional materials and in business cards and stationery. This FAQ document provides guidelines and other general information for...
    Published on June 07, 2013

    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 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 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

    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

    Selecting the Right Structure for Your Business Presentation

    Presentation How entreprenuers set up their business and whether they plan on going it alone or operating it with others will determine the type of entity they should select. Navigating through these decisions is not so simple. That is why they need the services of a CPA. CPAs have worked with all types of
    Published on October 27, 2010

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