Proud2BaCPA Marketing Toolkit

Learning how to market your firm is an important component to growing your business. In today’s competitive environment, CPAs need a proactive strategy to build their practices and promote the many services they provide.

OSCPA has developed a simple-to-use guide that is organized around basic marketing strategies such as advertising, public relations and community outreach. The toolkit will help CPAs:

• Create a strategy for marketing your CPA firm to current and potential clients
• Educate the business community and general public about CPA services
• Build your reputation as a financial expert in your community
  

Download the Proud 2B a CPA Marketing Toolkit (PDF) today to get started.

Downloadable Resources

OSCPA has developed various templates that you can download and use for your CPA marketing campaign. Click on a link below to see resources available in each category:

• New Tax Season Resources Available
• The Marketing Plan
• Advertisements
• Brochures & Newsletters
• Media Relations
• CPAs Speak Out
• Videos

Have feedback or suggestions on the marketing tool kit? Contact Kim Scher, OSCPA Vice President, Communications.