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

October 10, 2023Live Webcast
Start a Forensic Accounting Practice with Confidence
October 11, 2023Live Webcast
Engagement and Client Retention Best Practices
October 18, 2023Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
October 23, 2023Live Webcast
Representing a Client Under Audit That May Have Committed Tax Fraud
November 10, 2023Live Webcast
Engagement and Client Retention Best Practices
November 11, 2023Live Webcast
Representing a Client Under Audit That May Have Committed Tax Fraud
November 15, 2023Live Webcast
Start a Forensic Accounting Practice with Confidence
November 17, 2023Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
December 8, 2023Live Webcast
The ABCs of Advisory Services
December 13, 2023Live Webcast
Representing a Client Under Audit That May Have Committed Tax Fraud
December 14, 2023Live Webcast
Engagement and Client Retention Best Practices
December 18, 2023Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
December 19, 2023Live Webcast
Start a Forensic Accounting Practice with Confidence
December 28, 2023Live Webcast
The ABCs of Advisory Services
January 10, 2024Live Webcast
Engagement and Client Retention Best Practices
January 18, 2024Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
January 24, 2024Live Webcast
Representing a Client Under Audit That May Have Committed Tax Fraud
February 17, 2024Live Webcast
The ABCs of Advisory Services
February 19, 2024Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
February 21, 2024Live Webcast
Engagement and Client Retention Best Practices
February 22, 2024Live Webcast
Best Practices for Working with Cognitively Impaired Clients and Families
February 23, 2024Live Webcast
Start a Forensic Accounting Practice with Confidence
February 29, 2024Live Webcast
The ABCs of Advisory Services
March 11, 2024Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
March 13, 2024Live Webcast
Engagement and Client Retention Best Practices
March 28, 2024Live Webcast
Start a Forensic Accounting Practice with Confidence
March 28, 2024Live Webcast
The ABCs of Advisory Services
April 15, 2024Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
April 24, 2024Live Webcast
Engagement and Client Retention Best Practices
April 25, 2024Live Webcast
The ABCs of Advisory Services
April 26, 2024Live Webcast
Start a Forensic Accounting Practice with Confidence
May 18, 2024Live Webcast
The ABCs of Advisory Services
May 30, 2024Live Webcast
The ABCs of Advisory Services
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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.