Drive Your Unique Value
Make sure your clients and prospects know how you are different from other practitioners. Articulate the unique value of your practice—and make sure others can, too!
Guide your team through Leo Pusateri's online videos and workbook to discover how to differentiate your firm and how to confidently present yourself to clients in a unique way.
Small Firm Client Recruiting Brochure
Promote the benefits of your small firm with this full-color, customizable brochure. Simply add your firm logo and this brochure is ready to go to your prospects.
Position yourself as the premier provider of tax services by providing a clear, consistent message about your unique qualifications and value. Segmented by firm size, this toolkit is designed to help CPAs maintain strong client relationships in the midst of increased competition and consumer confusion.
Social Media Toolkit
Take charge of your status updates, tweets, posts and blogs. From sample social media polices to customizable action plans, this toolkit provides everything you need to harness the power of social media in your practice.
CGMA Business Model Framework - Global Consultation Paper
A business model shows how an organization defines, creates, delivers and captures value for, with and to its key stakeholders in a consistent and coherent manner.
