CPA Marketing Toolkit for Small Business
Small businesses total nearly 30 million in the United States, yet many of their owners struggle to do the work and run a successful, profitable enterprise. As part of the #CPAPOWERED, CPA Secrets to a Better Business campaign, the AICPA’s Small Business Marketing Toolkit offers resources to help you educate small business owners about your services and the ways CPAs act as a trusted adviser. With these tools, you can position and promote yourself and your practice to businesses at different stages. Visit the toolkit often, because additional resources will be available over the coming months.
Note: Many of these pieces are co-brandable. You can place your firm’s logo and/or contact information into the collateral to promote your practice. These printing and stamping instructions provide directions for printing the brochure files and explain how to "stamp" your logo into the co-brandable files.
Any Stage of Business
No matter what kind of business you’re targeting, or where those businesses are on the small business lifecycle, you can use these tools in your marketing efforts.
Advertisements: Place these co-brandable, full-page advertisements with local print media outlets.
- Trusted adviser
- Succession planning
- Health insurance
- Protect your business
- Employee regulations
- Employee theft
- Financing options
A Restaurateur's Secret Ingredient: His CPA
Share this case study, demonstrating the many ways a CPA can help a small business achieve success, with your clients.
- Print page-by-page, in house
- Print a booklet spread, using a printing service
- Print a folding booklet, using a printing service
Personal Financial Planning: as a Small Business Owner (co-brandable):
Help small business owners understand the importance of developing a sound personal financial plan.
- Print page-by page, in house
- Print a booklet spread, using a printing service
- Print a folding booklet, using a printing service
Protecting What's Important to You as a Business Owner (co-brandable):
This brochure outlines risk management strategies for small business owners.
- Print page-by page, in house
- Print a booklet spread, using a printing service
- Print a folding booklet, using a printing service
Starting Business
Entrepreneurs who are just starting small businesses have a lot on their mind, but with the help of a CPA, they don’t have to do it alone. Use these resources to promote your services and value to small business clients in the start-up phase:
Starting a Small Business Checklist (co-brandable): Help clients get organized using this business startup checklist.
- Print page-by-page, in house
- Print a booklet spread, suing a printing service
- Print a folding booklet, using a printing service
Guide to Selecting Your Small Business Legal Structure (co-brandable): Provide clients with a backgrounder on choosing the right legal structure for their startup business.
- Print page-by-page, in house
- Print a booklet spread, using a printing service
- Print a folding booklet, using a printing service
Guide to Small Business Recordkeeping (co-brandable): This guide outlines basic recommendations and encourages business owners to consult a CPA for further advice on recordkeeping.
- Print page-by-page, in house
- Print a booklet spread/using a printing service
- Print a folding booklet/using a printing service
Guide to Acquiring Startup Financing & Business Loan Application Checklist (co-brandable): Help clients explore options for securing capital with this guide and additional checklist.
- Print page-by-page, in house
- Print a booklet spread/using a printing service
- Print a folding booklet/using a printing service
Growing Business
Owners of growing businesses face choices related to acquiring additional funding, financial reporting and possibly providing assurance on financial statements. If you are approaching new or existing clients who are poised to grow their small businesses, consider these resources.
Guide to Financial Statement Services: Compilation, Review and Audit (co-brandable): Easily explain the financial statement services you provide, including, the levels of assurance associated with compilation, review and audit.
- Print page-by-page, in house
- Print a booklet spread/using a printing service
- Print a folding booklet/using a printing service
Small Business Quarterly Pulse Check (co-brandable): Help your small business clients assess their business each quarter. From KPIs to regulatory compliance, this checklist provides you with thought-provoking topics that prompt clients to consider the real-time and future health of their organizations.
- Print page-by-page, in house
- Print a booklet spread/using a printing service
- Print a folding booklet/using a printing service
The Financial Reporting Framework for Small- and Medium-Sized Entities (FRF for SMEs™) Toolkit: Help support small businesses by ensuring they have the information they and their financial statement users need to make informed business or credit decisions using the FRF for SMEs accounting framework. This toolkit helps you explain the framework to current or potential clients looking for comprehensive non-GAAP financial statements.
Find more firm practice management resources in the AICPA's Private Companies Practice Section.
