CPA Marketing Toolkit

    CPA Marketing Toolkit 

    The AICPA's Marketing Toolkit helps members promote their practices and services and contains a host of resources and information to assist in marketing and communications efforts. You can use these tools to:

    • Attract new clients and improve relations with existing clients
    • Offer a public service to those in need of financial assistance or information
    • Educate the business community and general public about CPA services
    • Increase visibility by giving the presentations to business, consumer and community groups

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    Small-Mid Sized Business Client Letter - Summer 2015

    Sample Letter This sample client letter can be modified and used to educate business clients about important tax and business issues such as HRAs, identity theft, expired  tax provisions and tangible property that may require action.
    Published on June 12, 2015

    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 June 11, 2015

    Blurbs for Your Client Newsletter, Blog or Website

    Tools Tax articles that cover a wide range of topics for use  in client newsletters  or website copy.  Articles include reminders of upcoming deadlines, information on year-round planning topics, and reinforce the need to contact their  CPA to learn more and to make decisions.
    Published on May 28, 2015

    CPA Marketing Toolkit for Small Business

    Toolkit Resources to help CPAs educate small business owners about the services CPAs provide and promote to CPAs as a trusted adviser. These tools allow CPAs to position and promote their practice to businesses at different stages—starting, growing and changing.
    Published on May 20, 2015

    Selecting Legal Structure -- PowerPoint Presentation

    Presentation Download this PowerPoint presentation so you can discuss Selecting Business Legal Structure with small business clients.
    Published on May 18, 2015

    Recordkeeping -- PowerPoint Presentation

    Presentation Download this PowerPoint presentation so you can discuss Recordkeeping with small business clients.
    Published on May 18, 2015

    Acquiring Startup Financing -- PowerPoint Presentation

    Presentation Download a PowerPoint presentation so you can discuss Acquiring Startup Financing with small business clients.
    Published on May 18, 2015

    Tax Tweets

    Toolkit The social media status updates and tweets available for download here are suitable for cutting and pasting into individual, firm and state society Twitter, Facebook, LinkedIn, Google and other social media outlets.
    Published on May 14, 2015

    AICPA Year-Round Holiday Tweets - Local

    Advertisement Tweets and social media statuses that can be cut and pasted to Twitter, LinkedIn, Facebook and other social marketing sites to remind consumers and reinforce the image of CPAs as the tax experts this tax season and year round. These tweets are holiday-themed and date-specific.
    Published on May 14, 2015

    2013 Tax Season Technical Tweets for your Firm

    Advertisement Technical tax information tweets and social media statuses that can be cut and pasted to Twitter, LinkedIn, Facebook and other social marketing to remind consumers and reinforce your image as the year round tax expert.
    Published on May 13, 2015

    Tax Technical Tweets - States

    Advertisement Technical tax information tweets and social media statuses that can be cut and pasted to Twitter, LinkedIn, Facebook and other social marketing are provided here in easily downloadable PDF files to remind consumers and reinforce the image of CPAs as the tax experts this tax season and year round.
    Published on May 13, 2015

    AICPA Tax General Tweets - Local

    Advertisement Tweets and social media statuses that can be cut and pasted to Twitter, LinkedIn, Facebook and other social marketing sites to remind consumers and reinforce the image of CPAs as the tax experts this tax season and year round.
    Published on May 13, 2015

    AICPA Tax General Tweets - Firm

    Advertisement Tweets and social media statuses that can be cut and pasted to Twitter, LinkedIn, Facebook and other social marketing sites to remind consumers and reinforce you as the tax expert during tax season and year round.
    Published on May 13, 2015

    AICPA Year-Round Holiday Tweets - Firms

    Advertisement Tweets and social media statuses that can be cut and pasted to Twitter, LinkedIn, Facebook and other social marketing sites to remind consumers and reinforce the image of CPAs as the tax experts this tax season and year round. These tweets are holiday-themed and date-specific.
    Published on May 13, 2015

    Quarterly Pulse Check -- Spreads

    Checklist Download the spreads (for printer serivces) version (for in-house printing) of the small business toolkit's Quarterly Pulse Check checklist.
    Published on May 12, 2015

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