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 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 October 31, 2014

    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 October 31, 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 October 31, 2014

    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 October 31, 2014

    Preparing for Lifes Important Moments Presentation

    Presentation A PowerPoint presentation that details the importance of working with a CPA to prepare for the imporant moments in life. This presentation is good for prospective clients and internal staff to better understand what you and your firm or practice has to offer.
    Published on October 24, 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 October 21, 2014

    2014 Tax Season Print Advertisements

    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 August 05, 2014

    Make Your Voice Heard A How To Guide

    Brochure A PDF guide designed to help you, your firm or practice to successfully incorporate the toolkit materials into your client retention and acquisition efforts and provides tips on getting started.
    Published on July 23, 2014

    Preparing for Lifes Important Moments brochure

    Brochure Use the AICPA's Preparing for Life's Important Moments marketing brochure to market your CPA firm or practice. Personalize the brochure and mail it to clients or prospects to highlight your tax expertise and qualifications.
    Published on July 14, 2014

    AICPA Tax 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 June 11, 2014

    2011 Tax Resources

    Toolkit Tax 2011 Resources include print ads, social media, brochures, Microsoft PowerPoint, speeches, talking points and more to help CPAs market their services, educate clients and prospects, and position CPAs as the premier providers of tax services year-round.
    Published on June 04, 2014

    AICPA Social Media User Guides

    Guide Designed to help you learn more about the professional benefits that Facebook, Twitter, LinkedIn, YouTube and blogging offer, the Strategy Booklet and each user guide shares steps for getting started, as well as best practices, in an easy-to-read format.
    Published on June 02, 2014

    Tax Season CPA Powered Campaign

    Overview CPAs enable many people to achieve their financial goals and dreams. In a new campaign that is running now to May 30, 2014, we’re reminding consumers of the role their CPA played in life’s special moments and asking them to share their stories.
    Published on May 21, 2014

    Health Care Reform Resources

    Brochure To help you address client and prospect questions and educate them on what the Health Care Reform legislation means for their organizations, the AICPA has prepared a brochure and PowerPoint presentation discussiong the impact on employers, health care providers, insurers and individual citizens is substantial and long term.
    Published on March 10, 2014

    2014 Tax Law Snapshot (2-Page Handout)

    Tools A concise, 2-page overview of the changes from the American Taxpayer Relief Act of 2012 that will affect individual returns in 2014, including new rates, expiring provisions, and permanent tax credits for education and children.
    Published on February 04, 2014

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