Publications
Print Publications
All CPAConnect members have access to two client newsletters and one brochure, designed specifically for CPAConnect firm needs. Subject to availability in a given market area, CPAConnect members may also have access to a broad range of professional publications, including numerous client newsletters, brochures, advertisements, press releases and seminars to help firms better market to their client base and to prospective firms.
In addition, members receive the monthly CPAConnections newsletter to keep them informed about CPAConnect and to help them with their marketing efforts.
Client Newsletters
The newsletters are designed to assist firms in their marketing and communication efforts with clients and prospects. The quarterly newsletters, which are customizable with firm logos, are of general business interest or are targeted toward specific industries.
Subject to availability in a given market area, CPAConnect members may subscribe to:
- Audit America (users of audit reports)
- Building for Success (building/construction)
- Client Friend (general business)
- Client Friend insert (local/firm news)
- Federal Tax Watch (tax)
- Fraud Matters (prevention/detection of workplace fraud)
- Industry Insights (manufacturing and wholesale distribution)
- Lending Sense (banking/lending)
- Management Strategies (management/leadership)
- More Than Money (nonprofit organizations)
- Of Real Value (real estate investors)
- On Point (law firm practice management, litigation support)
- Relatively Speaking (family businesses)
- Valuations Plus (business valuations)
- Wealth Advisor (estate planning/financial planning)
- Your Healthy Practice (physicians' practices)
Client Brochures
The brochures are educational and informational, while directing clients and prospects to the firm for assistance. All brochures are available year-round and are customizable with members' logos and firm information.
Subject to availability in a given market area, CPAConnect members may purchase:
- 50 Ways to Market Your Business
- 50 Ways to Cut Your Business Taxes
- 50 Ways to Improve Your Company's Bottom Line
- 50 Ways to Increase Your Personal Wealth
- 50 Ways to Reduce Your Personal Taxes
- Alternative Minimum Tax
- Auto Mileage Log
- Building Construction Services
- Business Development Brochure
- Business Records Retention
- Compilation and Review Services
- Controllership and CFO Services
- Cost Segregation Studies
- Creating the Right Buy/Sell Agreement
- Divorce: Financial Survival Skills
- Eldercare Provider Services
- Employee Benefit Plan Audits
- Estate Planning Services
- Family Business Services
- Firm Brochure
- Fraud Detection and Prevention
- Gifting Wisely
- How Much Is Your Business Worth?
- How to Improve Your Company's Cash Flow
- How to Raise Prices Without Losing Customers
- Internal Controls
- IRAs and Your Retirement
- Maximizing Deductions
- Mid-Year Tax Planning Letter
- Not for Profit
- Overtime Rules
- Planning for Your Annual Audit
- Protecting Your Parents' Assets
- QuickBook Advisory Services
- Ratios and Your Business
- Rental Real Estate
- Retirement Planning Services
- Rising Healthcare Costs
- Saving for College
- Section 1031 Exchanges
- Services for Manufacturers
- Services for Physicians
- Social Security and Your Retirement
- Starting a Business?
- Strategic Planning
- Succession Planning Services
- Tax Strategies for Small Businesses
- Tax Strategies for Wealthy Individuals
- Thank You for Your Referral Card
- Trusts, Insurance and Marital Deduction Planning
- Wealth Advisory Services
- Which Entity Is Best for Your Company?
- Wills and the Law
- Year-End Tax Planning Letter
Advertising Campaigns
New advertising campaigns are developed regularly by CPAmerica to help member firms advertise their services in local newspapers, journals, magazines and other publications.
CPAmerica graphic artists work directly with selected publishers to assist firms in formatting the ads to specific requirements.
Subject to availability in a given market area, CPAConnect members may purchase:
American Values Ad Campaign – This set of 15 different print ads is aimed at distinguishing member firms from the Big 4. The ads emphasize honesty, independence, trust and the local roots of CPAmerica firms. The ads are available in both color and black & white.
Seminars
Members who plan to present a seminar to their clients and prospects need look no further than CPAmerica for assistance. Ten professionally written and designed PowerPoint seminars are available for purchase, along with an in-depth set of presenter notes. Brochures are also available in each topic area to be used as handouts at the seminar.
Subject to availability in a given market area, CPAConnect members may purchase:
- Estate Planning
- How Much Is Your Business Worth?
- How Much Is Your Client's Business Worth?
- How to Better Market Your Business
- Maximizing Deductions for Business Expenses
- Planning for Your Annual Audit
- Protecting Your Parents' Assets
- Retirement Planning
- Saving for College
- Succession Planning
Member Publications
CPAConnect members receive the following publications free of charge to keep them informed about the many CPAmerica services, products and programs available to them:
- CPAConnections – monthly member newsletter
- CPAConnect Catalog of Services – in-depth look at all programs and products
- CPAConnect Advantage Flyer – discussion of how the network's worldwide resources benefit the client
- Membership Directory – contact information for all member firms
Online Content Services
One of CPAConnect's fastest growing areas is online publications.
Dispatch is a biweekly e-letter that CPAConnect sends to its members to update them on upcoming events and new programs.
Other online publications enable member firms to enhance their Web sites and contact clients and prospects via e-mail. Subject to availability in a given market area, the following online publications can assist members with marketing and communication to current clients and prospects:
E-ssential$ Bulletin is a biweekly e-letter that firms may send to up to 3,000 clients. It includes online articles as well as business tips and any local news the firm wants to include.
Online articles in eight different categories are available on a rotating basis to enhance firms' Web sites. The eight categories include:
- Construction
- Family business/Succession
- General business/Management
- Banking/Finance
- Nonprofit organizations
- Healthcare
- Valuations/Legal services
- Wealth advisement/Estate planning
Online newsletters in the areas of tax and real estate are currently available, with more of CPAmerica's quarterly print newsletters regularly being added to the list.
Online tax tips, written by members, are posted on a monthly basis.
Washington Tax Update, CPAmerica's biweekly update of the latest happenings on Capitol Hill, is available in an online version as well as in print.