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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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 12, 2016

AICPA Tax General Tweets

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 12, 2016

CPA Brand Infographic

Brochure Infographic details business decision makers' high regard for CPAs and their value to organizations as their most trusted advisor based on survey results.
Published on May 12, 2016

Building a Value-Centric Tax Practice Culture for Large Firms

Checklist Six easy steps to build a program to deliver a consistent message about the value you provide clients.
Published on May 10, 2016

CPA Truth Memes

Article Memes for your use on Facebook and Instagram to help consumers understand the true value of CPAs. These CPA Truth memes highlight the differentiating qualifications and service standards of CPAs.
Published on April 12, 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 April 01, 2016

Truths about CPAs Tweets

Advertisement CPAs who provide tax services have many unique qualifications that make them stand out in the crowd. Use these tweets to educate consumers about the truth regarding CPAs' rigorous education, ethics, and licensing requirements and why they are the best choice for a tax service provider.
Published on April 01, 2016

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 April 01, 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 February 19, 2016

Print Advertisements to Show Your Value as a Trusted Adviser

Advertisement The full and half-page, hi-resolution pdf ads available for download here are suitable for placement in magazines and newspapers. The mechanicals are available in 4-color, but can be converted to black and white.
Published on February 09, 2016

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

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

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