Grow your practice with CPA Canada’s client development resources

CPA Canada’s client development resources are helpful tools that practitioners can distribute to clients to promote the services they provide.

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Build your brand and show your appreciation

CPA Canada’s client development resources are trusted, effective tools that you can distribute to prospective and preferred clients to remind them of the value-added services you provide. These helpful guides will help you cut through the clutter of today’s busy market and keep your firm’s name top-of-mind year round, helping you to build better client relationships and grow your practice.

Early bird offer

Until August 15, 2017, order personalized copies of selected client development resources and receive 50 per cent off the regular price of personalization.*

*Notes:

50 per cent off early bird pricing ends August 15, 2017
regular cost for text-only personalization is $265; personalization with logo is $315
personalization is available until September 16, 2017
minimum order for personalized copies is 100 copies
orders ship October 2017

Email your sales representative for details or call 1-855-769-0905.

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The personal tax planner guide

The Personal Tax Planner Guide helps keep new and prospective clients informed of pertinent tax planning strategies for the current tax year.

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The personal automobile log

The Personal Automobile Log is a handy client booklet for tracking auto expenses.

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A Canadian’s guide to money-smart living

This EIFLE (Excellence in Financial Literacy Education) Award-winning guide will help you make money management a part of your daily life with easy action steps and self-assessment checklists.