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

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PODCAST

Tackling CPA Firms’ Top Concerns

 December 6, 2022
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ARTICLE

Handling Challenging Clients: 6 Things You Should Consider

 November 3, 2022 Source: Financial Management
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ARTICLE

How to Create a Year-End Marketing Plan

 October 19, 2022
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NEWS

The Four – or Five – Steps for Moving into Consulting

 September 29, 2022 Source: CPA Trendlines
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NJCPA and Third-Party Events

December 9, 2022Live Webcast
Creating Rapid Rapport for Increased Business
December 9, 2022Live Webcast
Getting Ahead: The Art of Marketing for CPAs
December 9, 2022Live Webcast
Podcasts: How To Market Your Expertise To Get More Clients
December 13, 2022Live Webcast
10 Ways to Create Delighted Clients and More Referrals
December 13, 2022Live Webcast
Grow Your CPA Business: LinkedIn for Networking and Referral
December 23, 2022Live Webcast
Getting Ahead: The Art of Marketing for CPAs
December 28, 2022Live Webcast
How to Create an Incredible Employer Brand
December 29, 2022Live Webcast
10 Ways to Create Delighted Clients and More Referrals
January 2, 2023Live Webcast
Podcasts: How To Market Your Expertise To Get More Clients
January 2, 2023Live Webcast
Ethics: How to Attract and Keep the Best Clients
January 31, 2023Live Webcast
Podcasts: How To Market Your Expertise To Get More Clients
January 31, 2023Live Webcast
Ethics: How to Attract and Keep the Best Clients
February 14, 2023Live Webcast
Grow Your CPA Business: LinkedIn for Networking and Referral
March 9, 2023Live Webcast
Podcasts: How To Market Your Expertise To Get More Clients
March 10, 2023Live Webcast
Ethics: How to Attract and Keep the Best Clients
March 17, 2023Live Webcast
Grow Your CPA Business: LinkedIn for Networking and Referral
April 3, 2023Live Webcast
Podcasts: How To Market Your Expertise To Get More Clients
April 5, 2023Live Webcast
Ethics: How to Attract and Keep the Best Clients
April 11, 2023Live Webcast
Grow Your CPA Business: LinkedIn for Networking and Referral
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      Resources

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      Whitman Transition Advisors
      Get customized solutions for strategic focus and growth — including merger and acquisition, talent acquisition and practice management consulting — from Whitman Transition Advisors.
      NJCPA_Icn_4C
      Enroll in Find-A-CPA
      If you’re a New Jersey-based CPA firm with at least one NJCPA member on staff, you can enroll in the Find-A-CPA directory for free.