Practitioner’s Toolkit


Practitioner's Toolkit 

The Peer Review Practitioner's Toolkit provides samples and guidelines for you, as a new or experienced peer reviewer, to use to promote your peer review services and develop your practice:

  • Marketing Peer Review Services Prospect Q&A - provides answers to several questions that your peer review prospects may have.

  • Introduction Letter to Prospect Firms  - provides a guideline for reaching out and informing your network of CPA colleagues and prospects about your peer review practice and asks them for consideration when their firm engages a new reviewer.

  • Top Marketing and Sales Ideas - provides potential marketing and sales strategies and tactics that can be implemented to help grow your peer review practice.

  • Pipeline Tool - provides a mechanism to help in tracking and following-up with potential prospects, especially given the long “lead cycle” between reviews.

  • Internal Positioning Document - provides answers to several anticipated questions that decision makers inside your firm may have about developing a peer review practice and is designed to help you generate internal commitment to, and support for, a peer review practice.  

In addition, you can use the Practice Management Toolkit.

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Peer Review Pipeline Tool

Sample Report Download a tracking tool to use when talking to and working with prospective peer review clients.
Published on June 30, 2012

Marketing Peer Review Services Position Document (external)

Toolkit FAQs: Download a document with questions and answers that potential peer review clients might ask.
Published on June 30, 2012

Introduction Letter from a Peer Reviewer

Sample Letter Download an editable letter to send to prospective peer review clients.
Published on June 30, 2012

Marketing Peer Review to your Firm Positioning Document

Toolkit Tips for how to market peer review as a line of business for your firm.
Published on June 30, 2012

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