CPA-to-Client Marketing Tools

Resources to Share with Your Clients

The AICPA, in partnership with Paychex, has developed these helpful tools for you to share with your clients. Use these marketing materials to make your clients aware of the benefits of outsourcing their back-office operations (payroll, HR administration, etc.) to a third-party service, such as Paychex, so they'll have more time to focus on running their business.

Customizable Sales/Marketing Materials (just add your contact info):
The marketing materials below are all customizable. Before sending any of these documents to your clients, you will need to insert your accounting firm's contact information where indicated. Also, click on the customized samples to see how these documents would look when sending them to your clients.

Customizable Outsourcing Assessment Checklist:

			Help your clients see the benefits of outsourcing payroll with this short checklist. This one-page document contains a series of questions about new and pending legislation. It also asks questions about payroll, retirement plan administration, HR, claims management, etc. View: Word Doc

Customizable Emails:

			Are your clients compliant with new legislation? This short email focuses on new and pending legislation and the challenges your clients face to stay on top of these new laws and tax codes. View: Word Doc | Customized Sample
			For clients doing their own payroll, explain the benefits of outsourcing. This email highlights key benefits of outsourcing a client's payroll to a third-party payroll service, such as Paychex. It talks about the errors businesses make, such as overpaying, underpaying and misreporting information and more. View: Word Doc | Customized Sample
			Do clients understand how Health Care Reform impacts their business? This email focuses on the Health Care Reform Act and the Small Business Tax Credits available to some businesses. The email drives home that outsourcing to a company like Paychex keeps you on top of these regulatory changes. View: Word Doc | Customized Sample

Banner ads you can post on your web site:

Use these banner ads to promote Paychex services These ready-to-use banner ads can be added to your firm's web site to remind your clients of the valuable Paychex services available to them through your firm.
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Customizable Letter:

			Accountant Customizable Client Letter on 'Top 13 issues in 2013' The New Year ushers in a series of new regulatory, compliance, and legislative changes that may affect every small business. This word document helps you communicate with your clients on 13 issues that top the list of business regulations to be aware of in 2013. You can customize this letter with your firm's logo and letterhead, and send these important regulatory changes to your clients. View: Word Doc
			Accountant Customizable Client Letter on ‘Common Payroll Issues’ This word document helps you communicate with your clients on the most common payroll pitfalls that companies may face and should be aware of to avoid hefty fines. You can customize this letter with your firm's logo and letterhead, and send these important regulatory changes to your clients. View: Word Doc

Checklist:

			New Regulations Checklist This one page document gives you important dates and resources that you can share with your clients in regards to Payroll Tax Holiday, Healthcare Reform, Employment Law etc. View: PDF
			1099: Employee VS. Independent Contractor Guide A handy booklet for you and your clients that discusses the need for businesses to understand the employee vs. independent contractor distinction. Correctly classifying workers before they perform services can save a business confusion, difficulties, and possible fines down the road. View: PDF

2013 Tax Facts Online Tool

			This tool, specifically designed for accountants, provides instant, online access to federal and state-specific payroll and retirement rate information you can deliver to your clients. In four easy steps, this free web tool lets you select states relevant to your clients, customize it with your logo/company name and send to your clients. Launch

Firm Branded Brochures on Health Care Reform Legislation

The following two pieces of communication will educate your clients understand and prepare for the short- and long-term impacts of this healthcare legislation, while at the same time identify additional service opportunities and maintaining your status as your clients most trusted business advisor.

View instructions on how to add your company logo to these documents here.

			Customizable Brochure to provide to Business Clients This customizable brochure was prepared for you to provide to your current and potential business clients (those clients who are employers). Add your firm's name and contact information to this brochure, and have copies of the brochure printed at a professional copier (i.e., Kinko's). View: PDF
			Customizable Brochure to provide to Individual Clients This customizable brochure was prepared for you to provide to your current and potential individual clients. Add your firm's name and contact information to this brochure, and have copies of the brochure printed at a professional copier (i.e., Kinko's). View: PDF