A CPA’s expertise and services are not just valuable during tax filing season. A CPA takes a holistic approach to a client’s financial situation and can provide support throughout the year. CPAs are uniquely positioned to do this since they have the background and expertise to integrate tax implications of financial decisions and events and interpret how those decisions affect a client’s overall financial plan.
Educate and enforce your value as a CPA by reaching out to prospective and existing clients. Use this presentation as a guide to help you promote your practice and services to:
Attract new clients and improve relationships with existing clients
Show you're a trusted adviser in the tax and financial profession
Educate the business community and general public about CPA services
Access additional tools to help you market your services to clients and prospects by visiting the CPA Marketing Toolkit.