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.

 

 

NJCPA and Third-Party Events

April 25, 2024Live Webcast
The ABCs of Advisory Services
April 26, 2024Live Webcast
Start a Forensic Accounting Practice with Confidence
May 1, 2024Live Webcast
How to Start a CFO Service
May 16, 2024Live Webcast
Selling to Target Accounts to Close More "A" Clients
May 17, 2024Live Webcast
Mastering Client Management for Accounting and Finance Professionals
May 18, 2024Live Webcast
The ABCs of Advisory Services
May 22, 2024Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
May 28, 2024Live Webcast
Start a Forensic Accounting Practice with Confidence
May 30, 2024Live Webcast
The ABCs of Advisory Services
June 10, 2024Live Webcast
Start a Forensic Accounting Practice with Confidence
June 12, 2024Live Webcast
Small Firm Update
June 14, 2024Live Webcast
SOC Mastery for CPA Firms: Your Roadmap to Starting a SOC Practice
June 25, 2024Live Webcast
Mastering Client Management for Accounting and Finance Professionals
June 26, 2024Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
June 28, 2024Live Webcast
How to Start a CFO Service
July 2, 2024Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
July 8, 2024Live Webcast
How to Start a CFO Service
July 9, 2024Live Webcast
Mastering Client Management for Accounting and Finance Professionals
July 23, 2024Live Webcast
Start a Forensic Accounting Practice with Confidence
August 5, 2024Live Webcast
Mastering Client Management for Accounting and Finance Professionals
August 5, 2024Live Webcast
How to Start a CFO Service
August 30, 2024Live Webcast
Start a Forensic Accounting Practice with Confidence
August 30, 2024Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
September 3, 2024Live Webcast
How to Start a CFO Service
September 5, 2024Live Webcast
Start a Forensic Accounting Practice with Confidence
September 11, 2024Live Webcast
Small Firm Update
September 16, 2024Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
September 25, 2024Live Webcast
Mastering Client Management for Accounting and Finance Professionals
October 9, 2024Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
October 9, 2024Live Webcast
SOC Mastery for CPA Firms: Your Roadmap to Starting a SOC Practice
October 24, 2024Live Webcast
Start a Forensic Accounting Practice with Confidence
October 24, 2024Live Webcast
How to Start a CFO Service
October 29, 2024Live Webcast
Mastering Client Management for Accounting and Finance Professionals
November 5, 2024Live Webcast
Mastering Client Management for Accounting and Finance Professionals
November 14, 2024Live Webcast
How to Start a CFO Service
November 21, 2024Live Webcast
Selling to Target Accounts to Close More "A" Clients
November 29, 2024Live Webcast
Start a Forensic Accounting Practice with Confidence
December 2, 2024Live Webcast
How to Start a CFO Service
December 11, 2024Live Webcast
Start a Forensic Accounting Practice with Confidence
December 11, 2024Live Webcast
Small Firm Update
December 20, 2024Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
December 23, 2024Live Webcast
Mastering Client Management for Accounting and Finance Professionals
January 6, 2025Live Webcast
Mastering Client Management for Accounting and Finance Professionals
January 14, 2025Live Webcast
How to Start a CFO Service
January 27, 2025Live Webcast
Start a Forensic Accounting Practice with Confidence
February 7, 2025Live Webcast
How to Start a CFO Service
February 17, 2025Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
February 20, 2025Live Webcast
Mastering Client Management for Accounting and Finance Professionals
February 21, 2025Live Webcast
Start a Forensic Accounting Practice with Confidence
March 5, 2025Live Webcast
SOC Mastery for CPA Firms: Your Roadmap to Starting a SOC Practice
March 19, 2025Live Webcast
How to Start a CFO Service
March 24, 2025Live Webcast
Start a Forensic Accounting Practice with Confidence
March 26, 2025Live Webcast
Mastering Client Management for Accounting and Finance Professionals
April 10, 2025Live Webcast
Mastering Client Management for Accounting and Finance Professionals
April 17, 2025Live Webcast
How to Start a CFO Service
April 22, 2025Live Webcast
Start a Forensic Accounting Practice with Confidence
April 28, 2025Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
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