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    North America Member Services

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.