Marketing, Media, and Speaking
The Marketing Plan
Defining goals and audiences is the very beginning of something very fundamental and very essential to success – your marketing plan.
A basic marketing plan will help you identify who you want to target for your business and services, outline a strategy for attracting and keeping clients, and build a timeline for accomplishing all of this.
Download the Proud 2B a CPA toolkit for more information on marketing plans. Click on the links below to download templates you can use to create your own marketing strategy. For information on using these resources, click here.
Media Relations
Media relations can be an effective tool to raise awareness about your firm. Unlike paid advertising, it gives you a level of credibility and third party endorsement that can be valuable in building your reputation as a trusted financial advisor in your community.
Download the Proud 2B a CPA toolkit for more information on how to use media relations in your marketing program.
The Ohio Society of CPAs has created several templates you may download. Click on a link below to use these resources. For instructions on using these resources, click here.
Click here to access additional press release templates from the AICPA.
CPAs Speak Out
CPAs are highly regarded by the public for providing trustworthy and accurate financial advice on many topics. That’s never been more important, since Americans are now very concerned about their financial futures. You can help by speaking to community and business groups, the media, and local school children on a variety of topics. This positions you as a financial expert in your community. Click here for information on using our public speaking resources.
New: Tax Saving Tips for 2009
(Courtesy of the AICPA Marketing Toolkit)
OSCPA Speaking Opportunities
Speaking in your Community
OSCPA has created ready-made presentations on a variety of topics. Click on the links below to download one from the list. You may add your contact information, logo, and notes to any presentation.
Letter to Civic and Business Groups (MS Word)
Download the Proud 2B a CPA toolkit for a comprehensive guide on how to promote yourself as a speaker.
Business Group Presentations
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Consumer Presentations
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Click here to access additional presentations from the AICPA
Return to main toolkit page
The Proud 2BaCPA Toolkit and all related templates are strictly for use by members of The Ohio Society of CPAs.