Market your new capabilities with these easy-to-use templates

CPA.com

Firm Marketing Resources

Start your marketing plan here

We know you'll quickly recognize the inherent value of using our partner programs in your client accounting services practice. To make your job easier, we provide ready-to-use and customizable emails, flyers, web site content, and PowerPoint slides that you can download from our online portal to explain the benefits of our Bill.com, Sage Intacct and Paychex programs directly to your clients.

In addition to the marketing and sales tools to help promote smart Business Solutions to your clients, we also offer client-focused newsletters that you can provide as a special service to your clients. These customizable newsletters can include your firm’s name and logo and are packed with timely information your clients will appreciate receiving.

Finally, we are always looking for new and useful ways to help you market your services as well as our Smart Business Solutions programs. So, be sure to check here and on our CPA Portal to see the growing range of materials available for your use.

Bill.com client sales tools

CPA.com developed these educational marketing tools for you to share with your clients to help explain and promote how the Bill.com Accountant Program can benefit the client business.

Before sending these marketing materials to your clients, simply customize each document with your firm name, logo, personal contact information, etc.

Bill.com client sales tools

Two-page Marketing Flyer

Share this document with your clients which explains the Top 10 benefits of utilizing Bill.com to automate their accounts payable and receivable processes.

Four Customizable Client Emails

Use these emails to explain the benefits of Bill.com to your clients. The first email provides a general overview of Bill.com key features and benefits. The other 3 emails focus on specific features of Bill.com from bill management to invoicing to cash flow. Copy the text from the html samples below into the body of your email message. Suggested subject lines are also provided. (to download, right-click and save the file to your computer)

Sage Intacct client sales tools

CPA.com developed these valuable sales tools for you to use with your clients to explain how Sage Intacct can help benefit your clients' business.

Most sales/marketing materials below are available in ready-to-use format (no customization required) and will be accessible for you to download and send to your clients. For customizable documents, we will be happy to add your firm's name, company logo and contact information.

Marketing

Sage Intacct Accountants Program marketing tip sheets

These four marketing tip sheets will help your firm build a stronger marketing strategy to attract new clientele.

Ready-to-use marketing materials (use as is)

Two-page marketing flyer

Provides general overview of Sage Intacct

Content for your website

Two messaging options and two graphic treatments (one with the Sage Intacct logo and one without) to help you promote specific benefits of the Sage Intacct Accountants Program to your clients.

  1. Image with logo (GIF)
  2. Samples (DOCX)

Customizable marketing materials (just add your contact info)

Customizable 2-page marketing flyer

Provides general overview of Sage Intacct

Sales

Client sales presentation

Present the benefits of Sage Intacct to your clients.

View Presentation (PowerPoint)

Client Advisory Services: Client Sales Tools

Presents the benefits of offering Client Advisory Services to your clients. You can customize this presentation by adding your firm logo and contact information when presenting to your clients.

Download Presentation (PowerPoint)

Paychex client sales tools

The Paychex Partner Program 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 entrusting their back-office operations (payroll, HR administration, etc.) to Paychex, so they'll have more time to focus on running their business.

Many of the marketing materials below are 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 those documents would look when sending them to your clients.

Checklists

Outsourcing Payroll Benefits 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.

Download (Word Doc)

Client HR Compliance Analysis

Help determine your clients HR needs with this HR compliance Analysis sheet and resource document. Topics run from recruitment and retention to wage and hour compliance questions and more. Review this with any clients to determine their HR needs.

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.

 

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 and misreporting information and more.

Letters

Clients Letter: Top 10 issues in 2019

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 10 issues that top the list of business regulations to be aware of in 2019. You can customize this letter with your firm's logo and letterhead, and send these important regulatory changes to your clients.

Download (Word Doc)

 

Client Letter: 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.

Download (Word Doc)

Additional resources

paychex

2019 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 tells you select states relevant to your clients, customize it with your logo/company name and send to your clients.

Vertex SMB marketing tools

CPA.com developed these educational marketing tools for you to share with your clients to help explain and promote how the Vertex Firm Advisor Program can benefit the client business.

Before sending these marketing materials to your clients, simply customize each document with your firm name, logo, personal contact information, etc.

Banner ad for your web site

Place this banner ad on your firm website to promote the benefits of the Vertex Firm Advisor Program to your clients.

Banner Ad (jpg image: to download, right-click and save the file to your computer)

Letters

Client Letter: "Referral Program"

This letter will help you to communicate your trusted business advisor role by supporting your clients' sales and use tax needs by showing the value and benefits of referring them to the Firm Advisor Program.

You can customize this letter with your firm's logo and letterhead, and send to your clients.

Download (Word Doc)

Client Letter: "Advisor Program"

This letter will help you to communicate your trusted business advisor role by showing the value and benefits of leveraging the Firm Advisor Program in-house to support your clients' sales and use tax needs.

You can customize this letter with your firm's logo and letterhead, and send to your clients.

Download (Word Doc)