Proud2BaCPA Marketing Toolkit

Learning how to market your firm is an important component to growing your business. In today’s competitive environment, CPAs need a proactive strategy to build their practices and promote the many services they provide.

OSCPA has developed a simple-to-use guide that is organized around basic marketing strategies such as advertising, public relations and community outreach. The toolkit will help CPAs:

• Create a strategy for marketing your CPA firm to current and potential clients
• Educate the business community and general public about CPA services 
• Build your reputation as a financial expert in your community

Download the Proud2BaCPA Marketing Toolkit (pdf) today to get started.

Downloadable templates

Download and use the templates in the following categories for your CPA marketing campaign.

• The marketing plan
• Advertisements
• Brochures & newsletters
• Media relations
• CPAs Speak Out
• Videos
• Tax season resources

Have feedback or suggestions on the marketing toolkit? Contact Amy Johnson, vice president, communications. The Proud 2BaCPA Toolkit and all related templates are strictly for use by members of The Ohio Society of CPAs.