CPA Marketing Toolkit

Browse

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

Open Hide documents in this section

Page  1 2 3 4 5 >> 
Showing results 1 - 15 of 478
Order by:


What does the Affordable Care Act Mean for You

Brochure Concise overview of key Affordable Care Act provisions including penalties and exemption information, that impact individuals and families.
Published on August 22, 2016

Affordable Care Act FAQs

FAQ CPAs can offer this well designed flyer to clients who have questions about how the Affordable Care Act works, with information on the Marketplace, premium tax credit, exemptions, and the payment for lack of coverage.
Published on August 22, 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 August 22, 2016

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 August 09, 2016

Client Letter on Due Date Changes

Sample Letter Tax practitioners can modify this letter to advise their clients, particularly partnerships and corporations, of new due dates for tax returns that will take effect in the 2017 filing season.
Published on August 04, 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 August 04, 2016

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 June 09, 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

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

Page  1 2 3 4 5 >> 
Showing results 1 – 15 of 478
Show Results per page
Copyright © 2006-2016 American Institute of CPAs.