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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tax-practitioners-marketing-toolkit-resources

Toolkit AICPA members can choose the resources that best fit their practice size to establish or refine their value and conduct effective marketing and client retention.
Published on December 01, 2016

Tax Practitioners Toolkit

Toolkit The Tax Practitioner's Toolkit offers over 20 free resources for AICPA members to use in their marketing and client retention efforts.
Published on December 01, 2016

Implementation Checklists - Tax Practitioners Toolkit

Article Whether you're a sole proprietor, a partner in a mid-sized practice or advise clients at a large accounting firm, it's important you know what value you bring to the
Published on November 30, 2016

Customizable CPA Client Satisfaction Survey

Survey CPAs can customize this sample client satisfaction survey to gauge how clients perceive the quality of service and interest in using additional services.
Published on November 30, 2016

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 November 30, 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 November 30, 2016

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 November 29, 2016

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 November 29, 2016

AICPA Tax General Tweets - Local

Tools 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 November 29, 2016

Building a Value-Centric Tax Practice Culture

Checklist Building a culture for your practice that consistently reinforces your value to clients is critical.  Use this checklist tailored for mid-sized firms  (11+ professionals on staff) with links to relevant resources to get started.
Published on November 29, 2016

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 29, 2016

Building a Value-Centric Tax Practice Culture for Large Firms

Checklist Building a culture that clearly reflects the firm's unique value is critical.  This 6-step checklist helps large firms determine ways to educate staff on the firm's value and incorporate Toolkit materials to convey that value to current and future clients.
Published on November 29, 2016

Holiday-Themed Tax Tweets

Tools Tweets that can be cut and pasted to Twitter, LinkedIn, Facebook and other social marketing sites to  reinforce the image of CPAs as the tax experts year-round. These tweets are holiday-themed and date-specific.
Published on November 29, 2016

Holiday-Themed Tax Tweets for Firms

Tools CPAs can use these tax tweets tied to various holidays, as well as themed days and months such as National Write a Business Plan Month to heighten their visibility and engage both current and prospective clients.
Published on November 29, 2016

Tuition Tips Spotlight on College Costs

Brochure Paying for college can be very challenging as education costs rise. CPAs can remind  their clients that they can lend their expertise to explore options such as tax benefits, trusts, and savings plans by offering this brief brochure.
Published on November 23, 2016

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