Take This Quiz & Predict Your Score in the coming CA CS or CMA Exam!
  • How important it is for you to pass the exam in this attempt?
  • What percentage of course you have finished well so far roughly?
  • How many hours you study in a day?
  • How many times you have revised the topics you have finished
  • Have you taken online or pen drive or live class from a renowned faculty?
  • What percentage of the classes you have watched?
  • Have you attempted mock tests or practice tests yet?
  • Are you planning to attempt mock tests conducted by external bodies- ICAI, ICSI, ICMAI or other institute?
  • How many tests you have taken?
  • Did you manage to finish the test papers on time?
  • Are you strictly following study material provided by the exam conducting authority such as ICAI/ICSI/ICMAI/Other Body?
  • How is your health in general?
  • How is your food habit?
  • Any interest in yoga or exercise or play sports regularly?
  • Planning to sleep well nights before the exams?
  • Planning to have light food and water before exams?

CPA Tax Practitioner’s Marketing Toolkit And CPA Details

CPA Tax Practitioner’s Marketing Toolkit

CPA Tax Practitioner’s Marketing Toolkit: Certified Public Accountant (CPA) is the title of qualified accountants in numerous countries in the English-speaking world. In the United States, the CPA is a license to provide accounting services directly to the public. It is awarded by each of the 50 states for practice in that state. Additionally, almost every state (49 out of 50) has passed mobility laws in order to allow practice in their state by CPAs from other states. Although state licensing requirements vary, the minimum standard requirements include the passing of the Uniform Certified Public Accountant Examination, 150 semester units of college education, and one year of accounting related experience.

Continuing professional education (CPE) is also required to maintain licensure. Individuals who have been awarded the CPA but have lapsed in the fulfillment of the required CPE or have requested to be converted to inactive status are in many states permitted to use the designation “CPA Inactive” or an equivalent phrase. In most U.S. states, only CPAs are legally able to provide to the public attestation (including auditing) opinions on financial statements. Many CPAs are members of the American Institute of Certified Public Accountants and their state CPA society.

State laws vary widely regarding whether a non-CPA is even allowed to use the title accountant. To illustrate, Texas prohibits the use of the designations “accountant” and “auditor” by a person not certified as a Texas CPA, unless that person is a CPA in another state, is a non-resident of Texas, and otherwise meets the requirements for practice in Texas by out-of-state CPA firms and practitioners.

CPA Tax Practitioner’s Marketing Toolkit: CPA Marketing Toolkit

The AICPA’s Marketing Toolkit helps members promote their practices and services and contains a host of resources and information to assist in marketing and communications efforts. You can use these tools 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 visibility by giving the presentations to business, consumer and community groups

Tax Practitioner’s Marketing Toolkit

How can you as a CPA deepen relationships with current clients and build new ones in the midst of increased competition? The answer is simple. Set your practice apart and project a clear, consistent message about the value you provide.  The Tax Practitioner’s Marketing Toolkit offers resources to position you as the premier provider of tax services while saving you money and time in the process.

CPA Tax Practitioner’s Marketing Toolkit: EDUCATE
Why should someone choose your accounting practice over any other? It’s critical that your practice identify its unique value – using both internal and client feedback – so it can be communicated  to current and prospective clients. These tools help you do just that.

Value-Centric Culture Checklist 
Implement these six steps to build a culture centered on the value you provide clients.

Overcoming Objections to Hiring a CPA 
Close the deal by preparing yourself and your staff with responses to potential questions or concerns.

Client Satisfaction Survey
Gauge how clients view your service to see if any changes need to be made.

CPA Tax Practitioner’s Marketing Toolkit: ENGAGE 
You’re far more than a CPA who does tax returns – make sure your clients know that! Offering them information about issues such as identity theft, the Affordable Care Act and tuition financing will encourage them to contact you for year-round services.

Identity Theft Recovery Action Steps
Comprehensive checklist for clients who have experienced ID theft.

Tax Law Snapshot
Concise overview of 2016 tax issues and rates that will affect upcoming returns.

What does an Extension Mean? 
Answers to common questions and concerns from clients on tax extensions.

CPA Tax Practitioner’s Marketing Toolkit


Attracting new clients takes time – and money. From free presentations and tweets to brochures and ads, the Toolkit can to help you get your message out in digital and print channels, and brainstorm ways to expand services with existing clients.

Social Media Marketing: Ready-made Tax Tweets & Posts
Boost your visibility on Twitter, LinkedIn or Facebook with posts that capture current tax topics and invite follow up.

Print Ads
Compelling full- and half-page ads that speak to the value of a CPA in helping to navigate today’s pressing concerns such as the financial implications of taking care of a parent.

Preparing for Life’s Most Important Moments 
Educate prospective clients about the advantages of working with a CPA and the types of year-round services CPAs provide.

CPA Tax Practitioner’s Marketing Toolkit

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