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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    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 August 28, 2015

    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 August 17, 2015

    YouTube User Guide - PDF

    Guide This pdf is a resource to help you learn more about the professional benefits that TouTube offers. It shares steps for getting started, as well as best practices.
    Published on August 17, 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 August 14, 2015

    CPAPowered CPA as a Trusted Adviser

    Advertisement Use this full page ad focusing on your role as trusted adviser to promote your services to small businesses.
    Published on August 13, 2015

    CPAPowered Create a Sound Succession Plan

    Advertisement Use this full page ad focusing on succession planning to promote your services to small businesses.
    Published on August 13, 2015

    CPAPowered Protect Your Business from Economic Downturns

    Advertisement Use this full page ad focusing on protecting a business to promote your services to small businesses.
    Published on August 13, 2015

    CPA Powered Understand Health Insurance

    Advertisement Use this full page ad focusing on health insurance to promote your services to small businesses.
    Published on August 13, 2015

    CPAPowered Consider Financial Options Available

    Advertisement Use this full page ad focusing on how you can help your clients thoughtfully consider their financial options.
    Published on August 13, 2015

    CPAPowered Be Alert for Emloyee Theft

    Advertisement Use this full page ad focusing on employee theft to promote your services to small businesses.
    Published on August 13, 2015

    CPAPowered Employee Related Regulations

    Advertisement Use this full page ad focusing on employee regulations to promote your services to small businesses.
    Published on August 13, 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 August 13, 2015

    Case Study A Restaurateurs Secret Ingredient His CPA

    Brochure This case study tells how one CPA helped his restaurateur client jumpstart, and later expand, his business.
    Published on August 10, 2015

    Case Study A Restaurateurs Secret Ingredient His CPA

    Brochure This case study tells how one CPA helped his restaurateur client jumpstart, and later expand, his business.
    Published on August 10, 2015

    Guide to Financial Statement Services Compilation, Review and Audit

    Presentation Download this PowerPoint presentation so you can discuss Compilation, Review and Audit with small business clients.
    Published on August 10, 2015

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