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Topics
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
Six Ways to Engage Young Managers, Staff in Firm Growth
June 21, 2022
Source: CPA Trendlines
BLOG
How Running a Small Business Might Change in 2022
May 5, 2022
ARTICLE
Top 10 KPIs to Assess for Accounting Firm Growth
May 3, 2022
Source: Inovautus
ARTICLE
The Three Types of Advisory Services Clients Need Today
April 20, 2022
Source: CPA Trendlines
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NJCPA and Third-Party Events
View More
July 6, 2022
Live Webcast
Podcasts: How To Market Your Expertise To Get More Clients
July 8, 2022
Live Webcast
Ethics: How to Attract and Keep the Best Clients
July 11, 2022
Live Webcast
10 Ways to Create Delighted Clients and More Referrals
July 11, 2022
Live Webcast
How to Create an Incredible Employer Brand
July 12, 2022
Live Webcast
Grow Your CPA Business: LinkedIn for Networking and Referral
July 14, 2022
Live Webcast
Getting Ahead: The Art of Marketing for CPAs
July 23, 2022
Live Webcast
How to Create an Incredible Employer Brand
July 26, 2022
Live Webcast
10 Ways to Create Delighted Clients and More Referrals
July 26, 2022
Live Webcast
Getting Ahead: The Art of Marketing for CPAs
August 2, 2022
Live Webcast
10 Ways to Create Delighted Clients and More Referrals
August 3, 2022
Live Webcast
Podcasts: How To Market Your Expertise To Get More Clients
August 5, 2022
Live Webcast
How to Create an Incredible Employer Brand
August 8, 2022
Live Webcast
Ethics: How to Attract and Keep the Best Clients
August 9, 2022
Live Webcast
Getting Ahead: The Art of Marketing for CPAs
August 11, 2022
Live Webcast
10 Ways to Create Delighted Clients and More Referrals
August 18, 2022
Live Webcast
Grow Your CPA Business: LinkedIn for Networking and Referral
August 22, 2022
Live Webcast
Getting Ahead: The Art of Marketing for CPAs
August 30, 2022
Live Webcast
How to Create an Incredible Employer Brand
September 8, 2022
Live Webcast
Podcasts: How To Market Your Expertise To Get More Clients
September 9, 2022
Live Webcast
Ethics: How to Attract and Keep the Best Clients
September 10, 2022
Live Webcast
Getting Ahead: The Art of Marketing for CPAs
September 10, 2022
Live Webcast
10 Ways to Create Delighted Clients and More Referrals
September 13, 2022
Live Webcast
How to Create an Incredible Employer Brand
September 16, 2022
Live Webcast
Grow Your CPA Business: LinkedIn for Networking and Referral
September 21, 2022
Live Webcast
Advisory Services Conference
September 22, 2022
Live Webcast
10 Ways to Create Delighted Clients and More Referrals
September 26, 2022
Live Webcast
Getting Ahead: The Art of Marketing for CPAs
September 29, 2022
Live Webcast
How to Create an Incredible Employer Brand
October 4, 2022
Live Webcast
Podcasts: How To Market Your Expertise To Get More Clients
October 4, 2022
Live Webcast
Ethics: How to Attract and Keep the Best Clients
October 7, 2022
Live Webcast
How to Create an Incredible Employer Brand
October 10, 2022
Live Webcast
Getting Ahead: The Art of Marketing for CPAs
October 12, 2022
Live Webcast
10 Ways to Create Delighted Clients and More Referrals
October 14, 2022
Live Webcast
Grow Your CPA Business: LinkedIn for Networking and Referral
October 24, 2022
Live Webcast
10 Ways to Create Delighted Clients and More Referrals
October 26, 2022
Live Webcast
Getting Ahead: The Art of Marketing for CPAs
October 27, 2022
Live Webcast
How to Create an Incredible Employer Brand
November 1, 2022
Live Webcast
Podcasts: How To Market Your Expertise To Get More Clients
November 5, 2022
Live Webcast
10 Ways to Create Delighted Clients and More Referrals
November 8, 2022
Live Webcast
Ethics: How to Attract and Keep the Best Clients
November 9, 2022
Live Webcast
Getting Ahead: The Art of Marketing for CPAs
November 9, 2022
Live Webcast
How to Create an Incredible Employer Brand
November 16, 2022
Live Webcast
Grow Your CPA Business: LinkedIn for Networking and Referral
November 18, 2022
Live Webcast
10 Ways to Create Delighted Clients and More Referrals
November 22, 2022
Live Webcast
How to Create an Incredible Employer Brand
November 30, 2022
Live Webcast
Getting Ahead: The Art of Marketing for CPAs
December 2, 2022
Live Webcast
How to Create an Incredible Employer Brand
December 5, 2022
Live Webcast
Ethics: How to Attract and Keep the Best Clients
December 9, 2022
Live Webcast
Getting Ahead: The Art of Marketing for CPAs
December 9, 2022
Live Webcast
Podcasts: How To Market Your Expertise To Get More Clients
December 13, 2022
Live Webcast
10 Ways to Create Delighted Clients and More Referrals
December 13, 2022
Live Webcast
Grow Your CPA Business: LinkedIn for Networking and Referral
December 23, 2022
Live Webcast
Getting Ahead: The Art of Marketing for CPAs
December 28, 2022
Live Webcast
How to Create an Incredible Employer Brand
December 29, 2022
Live Webcast
10 Ways to Create Delighted Clients and More Referrals
January 2, 2023
Live Webcast
Podcasts: How To Market Your Expertise To Get More Clients
January 2, 2023
Live Webcast
Ethics: How to Attract and Keep the Best Clients
January 31, 2023
Live Webcast
Podcasts: How To Market Your Expertise To Get More Clients
January 31, 2023
Live Webcast
Ethics: How to Attract and Keep the Best Clients
February 14, 2023
Live Webcast
Grow Your CPA Business: LinkedIn for Networking and Referral
March 9, 2023
Live Webcast
Podcasts: How To Market Your Expertise To Get More Clients
March 10, 2023
Live Webcast
Ethics: How to Attract and Keep the Best Clients
March 17, 2023
Live Webcast
Grow Your CPA Business: LinkedIn for Networking and Referral
April 3, 2023
Live Webcast
Podcasts: How To Market Your Expertise To Get More Clients
April 5, 2023
Live Webcast
Ethics: How to Attract and Keep the Best Clients
April 11, 2023
Live Webcast
Grow Your CPA Business: LinkedIn for Networking and Referral
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.
Video Services
The NJCPA can film, edit and produce a custom video for your firm.
IN THIS SECTION
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Business Management
Client Acquisition & Retention
Coronavirus-Related News
CPAs Serving the Cannabis Industry
Diversity, Equity & Inclusion
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ESG - Environmental, Social and Governance
Federal & International Tax
Financial Planning Services
Firm Management
Fraud Prevention and Detection
Governmental Accounting
Law & Ethics
Litigation Services & Business Valuation
New Jersey Business Alternative Income Tax (BAIT)
Nonprofit Accounting & Tax
Peer Review
Raising Capital
Risk & Compliance
State & Local Tax
Technology Planning & Implementation
The Way Forward
IN THIS SECTION
Accounting & Auditing
AI and RPA
Blockchain and Cryptocurrency
Business Management
Client Acquisition & Retention
Coronavirus-Related News
CPAs Serving the Cannabis Industry
Diversity, Equity & Inclusion
Employment Law
ESG - Environmental, Social and Governance
Federal & International Tax
Financial Planning Services
Firm Management
Fraud Prevention and Detection
Governmental Accounting
Law & Ethics
Litigation Services & Business Valuation
New Jersey Business Alternative Income Tax (BAIT)
Nonprofit Accounting & Tax
Peer Review
Raising Capital
Risk & Compliance
State & Local Tax
Technology Planning & Implementation
The Way Forward