CPA Marketing Toolkit

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    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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    Media Advisory for 2015 Tax Year Template

    Sample Press Release Let your local media know that you are available to do interviews.  Simply customize this document to fit your needs and highlight yours or your firm's specialization, and send it to reporters. Follow up with a phone call as needed.
    Published on January 15, 2016

    Tax Law Snapshot for Clients (2015)

    Brochure This easy-to-read summary helps CPAs educate individual and small business clients about pending tax law changes, as well as planning steps to minimize tax liability. Education credits, AMT, business expensing and ACA are among the topics covered.
    Published on January 14, 2016

    Are You Required to Provide Health Insurance Under the ACA

    Brochure This 3-page handout describes the provisions of the Applicable Large Employer provisions of the ACA to alert business owners what "large" means for the purposes of being required to provide insurance for  employees.
    Published on January 14, 2016

    Year-End Tax Planning (2015) What Will Affect Your Return

    Presentation AICPA members can use this professional presentation to address both individual and small business tax issues that affect liability, such as capital gains, net investment taxes and education credits, and Affordable Care Act. Extensions of tax provisions enacted on Dec.18 are also addressed.
    Published on January 06, 2016

    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 December 24, 2015

    Overcoming Objections on Fees and Other Issues

    Tools Talking points to address prospective and current clients' questions about fees, return preparation procedures, identity theft, IRS notices and other concerns.
    Published on December 07, 2015

    Building a Value-Centric Tax Practice Culture

    Checklist Firms can use this detailed checklist for creating and implementing a culture that reinforces their relevance and value to clients. Links to related resources are included.
    Published on November 23, 2015

    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 November 17, 2015

    What does a Tax Extension Mean for Me FAQs

    FAQ Members can use this easy-to-read handout to educate clients about the implications of extending their tax return and why it may be beneficial.
    Published on November 17, 2015

    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 November 17, 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 November 17, 2015

    Building a Value-Centric Tax Practice Culture for Large Firms

    Article Large firms can use this detailed checklist to build or expand a culture that reinforces firm value and relevance. Links to materials that can be integrated into existing marketing collateral are included.
    Published on November 16, 2015

    Building a Value-Centric Tax Practice Culture - Implementation Checklist for Small Firms

    Checklist Building a culture for your practice that consistently reinforces your value to clients is critical. Use this checklist with links to helpful resources to get started.
    Published on November 16, 2015

    How to Cross-Sell Tax Services

    Practice Aid CPAs can use these tips and worksheet to explore ways of communicating with clients about additional services they may need.  Steps to take both within the practice and with the client are provided, as well as an example of signs to alert you to related services of interest.
    Published on November 16, 2015

    Building a Value-Centric Tax Practice Culture for Large Firms

    Checklist This checklist walks you (or your marketing staff) through the steps to establish or clarify your firm's value and resources to retain and engage clients with links to related tools in the Tax Practitioner's Toolkit.
    Published on November 16, 2015

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