CPA Marketing Toolkit

Jump start your marketing efforts using the CPA Marketing Toolkit

Tax season is over and now is a great opportunity for firms to focus efforts on existing clientele – and also expanding services. The CPA Marketing Toolkit offers materials to help CPAs promote their practices and services.

Use the following resources to jump start your marketing efforts or even supplement your existing efforts.
Effective marketing allows you 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 your visibility by giving the presentations to business, consumer and community groups

Available resources in the toolkit include:

• Speeches
• Print advertisements
• Client satisfaction surveys
• Sample press releases
• CPA logo
• PDF brochures
• Tax Saving Tips for 2007 brochures and marketing materials

Many of the materials in the toolkit were developed by the American Institute of CPAs. The following guidelines must be followed when producing the marketing materials:

• When printing the CPA Marketing Toolkit brochures, the CPA logo, the AICPA copyright and the 360 Degrees of Financial literacy logo and Web site must remain on the back panel.
• If brochures, speeches and any other collateral materials that exist on the CPA Marketing Toolkit are reproduced for other communications, proper attribution must be given to the AICPA.