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

July 6, 2022Live Webcast
Podcasts: How To Market Your Expertise To Get More Clients
July 8, 2022Live Webcast
Ethics: How to Attract and Keep the Best Clients
July 11, 2022Live Webcast
10 Ways to Create Delighted Clients and More Referrals
July 11, 2022Live Webcast
How to Create an Incredible Employer Brand
July 12, 2022Live Webcast
Grow Your CPA Business: LinkedIn for Networking and Referral
July 14, 2022Live Webcast
Getting Ahead: The Art of Marketing for CPAs
July 23, 2022Live Webcast
How to Create an Incredible Employer Brand
July 26, 2022Live Webcast
10 Ways to Create Delighted Clients and More Referrals
July 26, 2022Live Webcast
Getting Ahead: The Art of Marketing for CPAs
August 2, 2022Live Webcast
10 Ways to Create Delighted Clients and More Referrals
August 3, 2022Live Webcast
Podcasts: How To Market Your Expertise To Get More Clients
August 5, 2022Live Webcast
How to Create an Incredible Employer Brand
August 8, 2022Live Webcast
Ethics: How to Attract and Keep the Best Clients
August 9, 2022Live Webcast
Getting Ahead: The Art of Marketing for CPAs
August 11, 2022Live Webcast
10 Ways to Create Delighted Clients and More Referrals
August 18, 2022Live Webcast
Grow Your CPA Business: LinkedIn for Networking and Referral
August 22, 2022Live Webcast
Getting Ahead: The Art of Marketing for CPAs
August 30, 2022Live Webcast
How to Create an Incredible Employer Brand
September 8, 2022Live Webcast
Podcasts: How To Market Your Expertise To Get More Clients
September 9, 2022Live Webcast
Ethics: How to Attract and Keep the Best Clients
September 10, 2022Live Webcast
Getting Ahead: The Art of Marketing for CPAs
September 10, 2022Live Webcast
10 Ways to Create Delighted Clients and More Referrals
September 13, 2022Live Webcast
How to Create an Incredible Employer Brand
September 16, 2022Live Webcast
Grow Your CPA Business: LinkedIn for Networking and Referral
September 21, 2022Live Webcast
Advisory Services Conference
September 22, 2022Live Webcast
10 Ways to Create Delighted Clients and More Referrals
September 26, 2022Live Webcast
Getting Ahead: The Art of Marketing for CPAs
September 29, 2022Live Webcast
How to Create an Incredible Employer Brand
October 4, 2022Live Webcast
Podcasts: How To Market Your Expertise To Get More Clients
October 4, 2022Live Webcast
Ethics: How to Attract and Keep the Best Clients
October 7, 2022Live Webcast
How to Create an Incredible Employer Brand
October 10, 2022Live Webcast
Getting Ahead: The Art of Marketing for CPAs
October 12, 2022Live Webcast
10 Ways to Create Delighted Clients and More Referrals
October 14, 2022Live Webcast
Grow Your CPA Business: LinkedIn for Networking and Referral
October 24, 2022Live Webcast
10 Ways to Create Delighted Clients and More Referrals
October 26, 2022Live Webcast
Getting Ahead: The Art of Marketing for CPAs
October 27, 2022Live Webcast
How to Create an Incredible Employer Brand
November 1, 2022Live Webcast
Podcasts: How To Market Your Expertise To Get More Clients
November 5, 2022Live Webcast
10 Ways to Create Delighted Clients and More Referrals
November 8, 2022Live Webcast
Ethics: How to Attract and Keep the Best Clients
November 9, 2022Live Webcast
Getting Ahead: The Art of Marketing for CPAs
November 9, 2022Live Webcast
How to Create an Incredible Employer Brand
November 16, 2022Live Webcast
Grow Your CPA Business: LinkedIn for Networking and Referral
November 18, 2022Live Webcast
10 Ways to Create Delighted Clients and More Referrals
November 22, 2022Live Webcast
How to Create an Incredible Employer Brand
November 30, 2022Live Webcast
Getting Ahead: The Art of Marketing for CPAs
December 2, 2022Live Webcast
How to Create an Incredible Employer Brand
December 5, 2022Live Webcast
Ethics: How to Attract and Keep the Best Clients
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.
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      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.
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      Video Services
      The NJCPA can film, edit and produce a custom video for your firm.