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Client Acquisition & Retention
Client Acquisition and Retention Knowledge Hub
Review our collection of articles, events and resources on strategies and tactics that CPA firms can use to acquire and retain clients.
Content
ARTICLE
Strategy Debate: Value Billing versus Hourly
January 2, 2023
ARTICLE
Upselling Client Advisory Services: Beyond the Buzzwords
December 30, 2022
ARTICLE
How to Reduce Customer Churn and Keep Clients Happy During Tax Season
December 29, 2022
BLOG
How to Alter Your Communication Style to Match Client Types
December 29, 2022
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NJCPA and Third-Party Events
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May 16, 2024
Live Webcast
Selling to Target Accounts to Close More "A" Clients
May 17, 2024
Live Webcast
Mastering Client Management for Accounting and Finance Professionals
May 17, 2024
Live Webcast
Top Employment Tools to Protect Your Business and Recommend to Business Clients
May 18, 2024
Live Webcast
The ABCs of Advisory Services
May 22, 2024
Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
May 25, 2024
Live Webcast
Top Employment Tools to Protect Your Business and Recommend to Business Clients
May 28, 2024
Live Webcast
Start a Forensic Accounting Practice with Confidence
May 30, 2024
Live Webcast
The ABCs of Advisory Services
June 4, 2024
Live Webcast
Top Employment Tools to Protect Your Business and Recommend to Business Clients
June 8, 2024
Live Webcast
Top Employment Tools to Protect Your Business and Recommend to Business Clients
June 10, 2024
Live Webcast
Start a Forensic Accounting Practice with Confidence
June 12, 2024
Live Webcast
Small Firm Update
June 14, 2024
Live Webcast
SOC Mastery for CPA Firms: Your Roadmap to Starting a SOC Practice
June 14, 2024
Live Webcast
Top Employment Tools to Protect Your Business and Recommend to Business Clients
June 25, 2024
Live Webcast
Mastering Client Management for Accounting and Finance Professionals
June 25, 2024
Live Webcast
Top Employment Tools to Protect Your Business and Recommend to Business Clients
June 26, 2024
Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
June 28, 2024
Live Webcast
How to Start a CFO Service
July 2, 2024
Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
July 8, 2024
Live Webcast
How to Start a CFO Service
July 9, 2024
Live Webcast
Mastering Client Management for Accounting and Finance Professionals
July 23, 2024
Live Webcast
Start a Forensic Accounting Practice with Confidence
August 5, 2024
Live Webcast
Mastering Client Management for Accounting and Finance Professionals
August 5, 2024
Live Webcast
How to Start a CFO Service
August 30, 2024
Live Webcast
Start a Forensic Accounting Practice with Confidence
August 30, 2024
Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
September 3, 2024
Live Webcast
How to Start a CFO Service
September 5, 2024
Live Webcast
Start a Forensic Accounting Practice with Confidence
September 11, 2024
Live Webcast
Small Firm Update
September 16, 2024
Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
September 25, 2024
Live Webcast
Mastering Client Management for Accounting and Finance Professionals
October 9, 2024
Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
October 9, 2024
Live Webcast
SOC Mastery for CPA Firms: Your Roadmap to Starting a SOC Practice
October 24, 2024
Live Webcast
Start a Forensic Accounting Practice with Confidence
October 24, 2024
Live Webcast
How to Start a CFO Service
October 29, 2024
Live Webcast
Mastering Client Management for Accounting and Finance Professionals
November 5, 2024
Live Webcast
Mastering Client Management for Accounting and Finance Professionals
November 14, 2024
Live Webcast
How to Start a CFO Service
November 21, 2024
Live Webcast
Selling to Target Accounts to Close More "A" Clients
November 29, 2024
Live Webcast
Start a Forensic Accounting Practice with Confidence
December 2, 2024
Live Webcast
How to Start a CFO Service
December 11, 2024
Live Webcast
Start a Forensic Accounting Practice with Confidence
December 11, 2024
Live Webcast
Small Firm Update
December 19, 2024
Live Webcast
7 Ways Franchising Helps Small Business Clients Diversify
December 20, 2024
Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
December 23, 2024
Live Webcast
Mastering Client Management for Accounting and Finance Professionals
January 6, 2025
Live Webcast
Mastering Client Management for Accounting and Finance Professionals
January 14, 2025
Live Webcast
How to Start a CFO Service
January 27, 2025
Live Webcast
Start a Forensic Accounting Practice with Confidence
February 7, 2025
Live Webcast
How to Start a CFO Service
February 17, 2025
Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
February 20, 2025
Live Webcast
Mastering Client Management for Accounting and Finance Professionals
February 21, 2025
Live Webcast
Start a Forensic Accounting Practice with Confidence
March 5, 2025
Live Webcast
SOC Mastery for CPA Firms: Your Roadmap to Starting a SOC Practice
March 19, 2025
Live Webcast
How to Start a CFO Service
March 24, 2025
Live Webcast
Start a Forensic Accounting Practice with Confidence
March 26, 2025
Live Webcast
Mastering Client Management for Accounting and Finance Professionals
April 10, 2025
Live Webcast
Mastering Client Management for Accounting and Finance Professionals
April 17, 2025
Live Webcast
How to Start a CFO Service
April 22, 2025
Live Webcast
Start a Forensic Accounting Practice with Confidence
April 28, 2025
Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
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IN THIS SECTION
Accounting & Auditing
Automation
Beneficial Ownership Information Reporting
Business Management
Client Acquisition & Retention
The CPA Pipeline
CPAs Serving the Cannabis Industry
Cryptocurrency and Digital Assets
Cybersecurity
Data Analytics
Diversity, Equity & Inclusion
The Economy
Employment Law and Employee Management
ESG - Environmental, Social and Governance
Federal & International Tax
Financial Planning Services
Financial Reporting
Firm Management
Fraud Prevention and Detection
Governmental Accounting
Law & Ethics
Leadership
Litigation Services & Business Valuation
Nonprofit Accounting & Tax
Peer Review
Risk & Compliance
State & Local Tax
Succession Planning
Technology Planning & Implementation