CICA’s development series contains cost-effective resources, designed to provide your clients with valuable information that pertains to their individual situation and remind them of the various services you provide as their CA. For more information on CICA's client development resources, visit CAstore.ca/clientdevelopment.
The Personal Tax Planner Guide
A useful resource for attracting and retaining tax clients, The Personal Tax Planner Guide provides clients with pertinent tax planning strategies for the current tax year. This practical tool uses easy-to-understand language to explain to clients their individual tax implications, so they are better prepared to discuss them with you. Sold in multiples of 25. Personalization of the book cover is available until September 24, 2012. Contact a sales representative for more information at 1-855-769-0905.
The Personal Automobile Log
Updated to reflect the revised CRA Administrative Policy, The Personal Automobile Log is designed to help those who use either their own or a leased automobile for business purposes keep complete and accurate records to support their automobile expense claims. Sold in multiples of 50. Personalization of the book cover is available until September 24, 2012. Contact a sales representative for more information at 1-855-769-0905.
The Registered Charities Guide
A valuable practice tool for advising your clients, The Registered Charities Guide provides an introduction to registered charities in Canada and the rules that govern them. With over 60 pages of discussion in straightforward language, the Guide can help your clients recognize the areas where your expertise as a Chartered Accountant can help them make tax-effective decisions when donating to charities; and understand the significant responsibilities of serving as a trustee or director or starting up a registered charity. Sold individually or in bundles of 5, 10, or 25.
The Family Trust Guide
The Family Trust Guide is designed to introduce your clients to an important vehicle that can help them achieve their financial goals in both tax and estate planning — the family trust. The latest edition contains 60 pages of discussion in straightforward language that can help your clients more knowledgeably consider the tax and estate planning benefits of creating a family trust and be better prepared to discuss their plans with you, their tax advisor. Sold individually or in bundles of 5, 10, or 25.
A dynamic marketing tool to help your firm communicate with clients on a regular basis while providing them with practical information, the Business Matters newsletter covers pertinent topics such as taxation, technology, general management, insurance, investments, legal matters, and human resources.
CICA’s Client Development Brochures
CICA’s Client Development Brochures are effective resources that you can distribute to new and existing clients to help build awareness about the services you provide as a CA, and reinforce your expertise in various practice areas. Available exclusively to CAs, they can be downloaded for free from the CICA website, or you can purchase personalized copies.
Visit www.cica.ca/clientdevelopment for details.