Marketing Support

Marketing Support

We offer a variety of marketing resources to help our members expand their practices. These include publications members can personalize and use to convey valuable information to clients and prospects, a marketing workshop and telephone webinars and roundtables presenting new developments and opportunities for marketing firm services, a member firm marketing survey, a satisfaction survey questionnaire designed to help members ensure they are effectively servicing their clients, and discount programs for practice development. Among our marketing tools are:

Member Firm Marketing Survey – provides a variety of information on the marketing operations and activities of our members.

Niche Services Marketing Assistance – a listing of members with marketing expertise in various niche services who are available to assist fellow members.

Client Newsletters and Financial Planning Guides – offered through our member discount programs, they promote the technical and business consulting services of our members.

Expanding Our Reach To Serve You Better Brochure – explains to clients and prospects how they benefit through our members’ affiliation with our Association.

Promoting Your Association Membership – suggested message to use in a variety of ways to highlight to clients and prospects the practice advantage of a firm’s Association membership including access to many services and resources.

Guide for Organizing a Family Business Forum – designed to help members plan and organize a Family Business Forum client seminar and contains resource information to assist members in expanding services to family business.

Family Business Brochure – designed to promote the accounting, tax and consulting services of our members to family businesses.

Client Satisfaction Survey – designed to help members ensure they are effectively servicing their clients.

Staff Recruiting Brochure – promotes the benefits of employment with a local firm that is a member of our Association.

Student Recruiting Table Sign and Banner – designed to assist members with student recruiting at meetings and conferences by promoting the firm’s membership in our Association.

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CPAAI (CPA Associates International) is pleased to announce a merger with MGI Worldwide, effective 1st January 2020.
The newly created organisation will comprise more than 250 accounting, tax and consulting firms in almost 100 countries throughout the world.

For more information, please read our Press Release.