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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
BLOG
Enhancing Efficient Client Engagement with AI
August 8, 2024
ARTICLE
Firm Governance Best Practices
July 9, 2024
BLOG
10 Ways Current Clients Can Get You More Clients
June 27, 2024
ARTICLE
Evolving Accounting Firm Culture
January 3, 2024
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NJCPA and Third-Party Events
View More
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 9, 2024
Live Webcast
Engagement and Client Retention Best Practices
October 23, 2024
Live Webcast
How to Effectively Represent Clients Under IRS Audit
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
October 29, 2024
Live Webcast
Audit 504: Making Rain - Success with Clients and Prospects
November 5, 2024
Live Webcast
Mastering Client Management for Accounting and Finance Professionals
November 5, 2024
Live Webcast
How to Effectively Represent Clients Under IRS Audit
November 8, 2024
Live Webcast
Engagement and Client Retention Best Practices
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 26, 2024
Live Webcast
Audit 504: Making Rain - Success with Clients and Prospects
November 29, 2024
Live Webcast
Start a Forensic Accounting Practice with Confidence
December 2, 2024
Live Webcast
How to Effectively Represent Clients Under IRS Audit
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 12, 2024
Live Webcast
Engagement and Client Retention Best Practices
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
December 31, 2024
Live Webcast
Audit 504: Making Rain - Success with Clients and Prospects
January 6, 2025
Live Webcast
Mastering Client Management for Accounting and Finance Professionals
January 8, 2025
Live Webcast
Engagement and Client Retention Best Practices
January 14, 2025
Live Webcast
How to Start a CFO Service
January 16, 2025
Live Webcast
How to Effectively Represent Clients Under IRS Audit
January 27, 2025
Live Webcast
Start a Forensic Accounting Practice with Confidence
January 31, 2025
Live Webcast
Audit 504: Making Rain - Success with Clients and Prospects
February 4, 2025
Live Webcast
How to Effectively Represent Clients Under IRS Audit
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 19, 2025
Live Webcast
Engagement and Client Retention Best Practices
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
February 28, 2025
Live Webcast
Audit 504: Making Rain - Success with Clients and Prospects
March 5, 2025
Live Webcast
SOC Mastery for CPA Firms: Your Roadmap to Starting a SOC Practice
March 12, 2025
Live Webcast
Engagement and Client Retention Best Practices
March 19, 2025
Live Webcast
How to Start a CFO Service
March 20, 2025
Live Webcast
How to Effectively Represent Clients Under IRS Audit
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
March 28, 2025
Live Webcast
Audit 504: Making Rain - Success with Clients and Prospects
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 23, 2025
Live Webcast
How to Effectively Represent Clients Under IRS Audit
April 23, 2025
Live Webcast
Engagement and Client Retention Best Practices
April 28, 2025
Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
April 30, 2025
Live Webcast
Audit 504: Making Rain - Success with Clients and Prospects
FIRST
LAST
Resources
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.
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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IN THIS SECTION
Accounting & Auditing
AI/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
Firm Management
Fraud Prevention
Governmental Accounting
Leadership
Litigation Services & Business Valuation
Nonprofit Accounting & Tax
Peer Review
Risk & Compliance
State & Local Tax
Technology Planning & Implementation