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CPA Marketing Toolkit And List Of Marketing Tools

CPA Marketing Toolkit

CPA Marketing Toolkit: Here you can find the lists of marketing tool.

CPA Marketing Toolkit: CPA Tool Kit Life Crisis – Unemployment & Job Hunting – Presentation Outline

ToolkitView the presentation outline for the CPA Tool Kit: Life Crisis – Unemployment & Job Hunting.
Published on April 26, 2013

CPA Marketing Toolkit: CPA Tool Kit – Disaster Preparedness News Release Template

Sample Press ReleaseNews release template for Disaster Preparedness Financial Planning – a comprehensive guide to help prepare for future disasters, offered to help minimise financial loss.
Published on February 14, 2013

CPA Marketing Toolkit: CPA Tool Kit – Disaster Preparedness Overview & Description

OverviewOverview of the Disaster Preparedness Guide. Take financial and planning measures to avoid or prepare for disaster in advance (mitigation), and reduce the likelihood of injury, loss of life, and property damage.
Published on February 14, 2013

CPA Marketing Toolkit: CPA Tool Kit – Disaster Recovery News Release PDF

Sample Press ReleaseDisaster recovery news release for CPA firms working with chapters of the American Red Cross to provide financial disaster recovery guidance to victims of disasters.
Published on February 14, 2013

CPA Marketing Toolkit: CPA Tool Kit – Disaster Recovery Overview & Description

BrochureOverview of Disaster Recovery: A Guide to Financial Issues is a comprehensive, 32-page booklet developed to help people affected by disasters minimize the financial impact on their lives and well-being.
Published on February 14, 2013

CPA Marketing Toolkit: CPA Tool Kit for Retirement – The Power of Attorney

ToolkitLearn about the Power of Attorney, a legal document authorizing someone to act for you legally, including signing checks & tax returns, entering contracts, buying & selling real estate, or anything else you do for yourself.
Published on April 26, 2013

CPA Marketing Toolkit: CPA Tool Kit Life Crisis Unemployment & Job Hunting Protecting Yourself and Your Family with Health Insurance

ToolkitHealth insurance has become an increasingly complex and expensive item for all of us, but it plays an important role in protecting your family’s physical and financial well-being. Without adequate health insurance coverage, a major illness or accident could wipe out your savings and put you into debt.
Published on April 26, 2013

CPA Marketing Toolkit:Career Tool Kit – Long-Term Care Insurance PDF

ToolkitAs the costs of home care, nursing homes and assisted living escalate, how will you pay for long-term care? Read this career toolkit to learn about long-term care policies, costs, and choosing one that is right for you.
Published on February 11, 2013

Parenthood Tool Kit – Long-Term Care Insurance PDF

ToolkitAs the costs of home care, nursing homes and assisted living escalate, how will you pay for long-term care? Read this toolkit to learn about long-term care policies, costs, and choosing one that is right for you.
Published on February 11, 2013

CPA Marketing Tool Kit – Becoming a Media Resource

OverviewThe CPA Marketing Tool Kit provides links to help members become a media resource.
Published on September 19, 2006

CPA Marketing Toolkit

Selecting the Right Structure for Your Business Speech

PresentationCPA Marketing Tool Kit: Access a speech that focuses on how to select the right structure for your business.
Published on May 04, 2010

CPA Marketing Toolkit – Resource Links

LinkCPA Marketing Tool Kit: Access links to the AICPA Ambassador Program, 360 Degrees of Financial Literacy, and the CPA Accessories Page.
Published on September 19, 2006

Becoming a Media Resource – Basics

GuideThe CPA Marketing Tool Kit offers three guidelines that will help to develop your reputation as a positive media resource.
Published on September 19, 2006

Becoming a Media Resource – Reporters Rules

GuideThe CPA Marketing Tool Kit notes that there are several commonly accepted rules reporters follow as part of conducting an interview.
Published on September 19, 2006

Becoming a Media Resource – The First Steps

GuideThe CPA Marketing Tool Kit advises that getting the media to respect you is the first step in becoming a media resource.
Published on September 19, 2006

Becoming a Media Resource – The Interview

GuideThe CPA Marketing Tool Kit provides tips on getting ready to be interviewed by the media.
Published on September 19, 2006

Becoming a Media Resource – The Press Release

GuideThe CPA Marketing Tool Kit notes that a press release is the easiest, cheapest and most commonly used tool for generating publicity.
published on September 19, 2006

Client Satisfaction Survey

SurveyThe CPA Marketing Tool Kit provides a sample CPA firm client satisfaction survey for members to use.
Published on June 19, 2013

Client Satisfaction Surveys – Tips

GuideThe CPA Marketing Tool Kit provides a simple but effective way to evaluate the delivery and quality of the services your firm provides — a client satisfaction survey.
Published on September 19, 2006

CPA Marketing Toolkit: CPA Branded PowerPoint Presentation

OverviewThe CPA Marketing Tool Kit provides a variety of PowerPoint presentations and companion speeches for use in promoting CPA services to clients. Topics include retirement planning, college planning, and business structure and formation.
Published on January 03, 2011

CPA Marketing Toolkit: Customer Service Tips

OverviewCPA Marketing Tool Kit: Customer service is the key to a successful business — access tips here.
Published on September 19, 2006

CPA Marketing Toolkit: Customer Service Tips – 10 Phrases for Positive Client Communication

GuideThe CPA Marketing Tool Kit provides tips on leading the way to effective communication with your clients.
Published on September 19, 2006

CPA Marketing Toolkit: Customer Service Tips – Client Communication and Service

GuideCPA Marketing Tool Kit: Great client service starts with great communication. Make sure you get it right.
Published on September 19, 2006

CPA Marketing Toolkit: Customer Service Tips – Cultivating a Service Orientation

GuideCPA Marketing Tool Kit: Understanding what clients need and want is the first step to being able to provide it.
Published on September 19, 2006

CPA Marketing Toolkit: Customer Service Tips – Delivering Outstanding Client Service

GuideCPA Marketing Tool Kit: Outstanding customer service can provide your firm with a competitive advantage.
Published on September 19, 2006

CPA Marketing Toolkit: Customer Service Tips – Practical Tips for Achieving Effective Client Communication

GuideThe CPA Marketing Tool Kit provides members with practical tips for achieving effective client communication.
Published on September 19, 2006

CPA Marketing Toolkit : Customer Service Tips – Practical Tips for Achieving Outstanding Client Service

GuideCPA Marketing Tool Kit: What can your firm do to enhance the level of client service provided by their professionals and support staff?
Published on September 19, 2006

Customer Service Tips – Principles of Effective Client Communication

GuideCPA Marketing Tool Kit: Communicating effectively with clients provides a CPA firm with a host of invaluable benefits.
Published on September 19, 2006

CPA Marketing Toolkit: Online Marketing Guidance – Benefits of Online Marketing

GuideThe CPA Marketing Tool Kit: Online marketing offers a CPA firm a range of opportunities to provide clients and potential clients with information on available products and services.
Published on September 19, 2006

CPA Marketing Toolkit: Online Marketing Guidance – Benefits of Using Email

GuideThe CPA Marketing Tool Kit: Use email market to better target and connect with current and potential clients.
Published on September 19, 2006

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