Professional Firm Services

It should come as no surprise why more and more financial professionals rely on Newkirk Professional Firm Services. Newkirk publications are written by our own team of CPAs, CFPs, bankers, and attorneys. We deliver clear, concise information that is easily understood by your clients and prospects.

Publications are available in printed and electronic formats, allowing you to integrate your communications approach more economically.

This site will provide you with information on the printed and electronic tax and financial planning communications, presentations, and other content we offer to financial professionals.

We invite you to preview the many resources available from Newkirk Professional Firm Services:

Accounting Communications
A selection of professional booklets, newsletters, and MS^® PowerPoint^® presentations that you can tailor to your specific needs. Each comes complete with a presenter’s script.

Tax Planning Communications
Annual and year-end tax planning materials in printed and electronic formats.

Estate and Financial Planning Communications
High-quality printed client newsletters, booklets, and brochures in printed and electronic formats.

Pension and Planning Communications
Communications to help you encourage clients and prospects to plan for a comfortable retirement.

Internet Articles Library
Find accurate, easy-to-read content for use in your client newsletters, website, or presentations.

Visit Newkirk’s innovative OPUS^® website. From there, you can review publications, create or modify your promotional imprint, upload and maintain a marketing database, and place your order all conveniently online.

Click here to request information regarding Newkirk Professional Firm Services. Or, contact Newkirk by phone at 800-525-4237.