Client Marketing Tools

Options for Working Smarter PowerPoint Presentation – This PowerPoint presentation is intended for use with clients and prospects considering the use of your firm’s client accounting services in a cloud environment. You can use this presentation to educate your audience in a seminar, web seminar or other group update or to tailor it for a specific client as part of your service selling process.

Customize the title slide with your firm name and logo, you can add your firm name and information throughout the presentation. Read and customize the rest of the presentation to accurately reflect your firm’s services and overall approach as well as any unique interests you believe your audience may have related to the subject matter.

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Customizable Client Accounting Services Flyer is a double-sided brochure that illustrates the benefits of outsourcing a portion or all of their finance and accounting functions to your firm’s client accounting services group. Product-independent, this can be customized with your firm’s logo and contact information.

To request customization of these flyers with your firm’s name and logo, please contact us at
1-855-855-5CPA.

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