AICPA Credential Marketing Toolkit for State CPA Societies
Thank you for your participation in AICPA’s credential partnership and revenue-share program. We value the commitment you have made to increase awareness of new opportunities available to members. An array of communications tools are now available to you including print ads, online banners, email copy, program blurbs for your newsletter and website as well as social media posts. Click the links below to get started and download the communications that best suit your needs..
Note: All references to AICPA credentials should be directed to the Specialty Credentials Membership Page.
Questions? Email Matt Smith or call 919.402.4878
Collateral Brochures: Infographics
Download the Specialized Credentials Tip SheetIncludes bodies of knowledge, requirements, cost, benefits, exam dates and how to prepare.
- Financial Planning and Tax Advisory Podcast Series
10-Steps to building a tax & financial planning business. State members can subscribe to free weekly podcasts on iTunes or Pod-o-Matic (or through the Podcasts app).
- Grow tax and financial planning services
Provides practitioners with the why, what to learn and how to transform as it relates to providing financial planning services. The 'how to transform' has specific mention of the CPA/PFS.
- Tech tips for firms responding to coronavirus
|2019-Q1 – Cybercrime & Healthcare|
|2018-Q4 – Ransomware|
|2018-Q3 – Cyberfraud|
|2018-Q2 – Investment Fraud|
|2018-Q1 – Kleptocracy|
|2017-Q4 – Employee Corruption|
|2017-Q4 – Demand for Accounting Advisory Services Is on the Rise||Word Doc|
|2017-Q4 – 6 Tips for Starting and Advisory Practice||Word Doc|
|2017-Q3 – Vendor Fraud|
Website & Newsletter Program Articles
|AICPA VS Section 100 Subsequent Event Toolkit||Article|
|Coronavirus and the Value of Minority Interests in Private Businesses||Article|
|Coronavirus (COVID-19) - When to Test Goodwill and Indefinite-Lived Intangible Assets for Impairment||Article|
|Coronavirus: Prepare your clients and protect your practice – March 17, 2020||Article|
|ESOP Stock Price Drops in the Current Pandemic||Article|
|FAQs on Valuation Considerations When Valuing Distressed or Impaired Businesses||Article|
|Investment Companies: Measuring Fair Value in Times of Significant Uncertainty||Article|
|Keeping Social While Distancing||Article|
|Oct 2019 Journal of Accountancy article by Amy Vetter, CPA/CITP||Article|
|10 real reasons to go (and stay) remote – Journal of Accountancy article by Jennifer Wilson - March 23, 2020||Article|