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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ARTICLE

Three Keys to Client File Security

 November 23, 2021 Source: CPA Trendlines
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ARTICLE

11 Steps to Better Client Tax Instructions

 November 16, 2021 Source: CPA Trendlines
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BLOG

5 SEO Strategies for CPAs to Get Found Online

 November 3, 2021
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BLOG

How an Annual Mortgage Review Could Help Homeowners at Tax Time

 October 20, 2021
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NJCPA and Third-Party Events

January 20, 2022Live Webcast
10 Ways to Create Delighted Clients and More Referrals
January 26, 2022Live Webcast
The ABCs of Advisory Services
January 28, 2022Live Webcast
Grow Your CPA Business: LinkedIn for Networking and Referral
January 31, 2022Live Webcast
Getting Ahead: The Art of Marketing for CPAs
February 4, 2022Live Webcast
Getting Ahead: The Art of Marketing for CPAs
February 7, 2022Live Webcast
How to Create an Incredible Employer Brand
February 9, 2022Live Webcast
Interviewing Skills with Dr. Toby Groves
February 11, 2022Live Webcast
The ABCs of Advisory Services
February 14, 2022Live Webcast
10 Ways to Create Delighted Clients and More Referrals
February 16, 2022Live Webcast
Podcasts: How To Market Your Expertise To Get More Clients
February 17, 2022Live Webcast
Grow Your CPA Business: LinkedIn for Networking and Referral
February 19, 2022Live Webcast
Getting Ahead: The Art of Marketing for CPAs
February 23, 2022Live Webcast
How to Create an Incredible Employer Brand
February 23, 2022Live Webcast
The ABCs of Advisory Services
February 24, 2022Live Webcast
10 Ways to Create Delighted Clients and More Referrals
March 1, 2022Live Webcast
How to Create an Incredible Employer Brand
March 3, 2022Live Webcast
Interviewing Skills with Dr. Toby Groves
March 3, 2022Live Webcast
10 Ways to Create Delighted Clients and More Referrals
March 9, 2022Live Webcast
Getting Ahead: The Art of Marketing for CPAs
March 11, 2022Live Webcast
Podcasts: How To Market Your Expertise To Get More Clients
March 11, 2022Live Webcast
The ABCs of Advisory Services
March 15, 2022Live Webcast
Grow Your CPA Business: LinkedIn for Networking and Referral
March 21, 2022Live Webcast
10 Ways to Create Delighted Clients and More Referrals
March 21, 2022Live Webcast
How to Create an Incredible Employer Brand
March 23, 2022Live Webcast
The ABCs of Advisory Services
March 28, 2022Live Webcast
Getting Ahead: The Art of Marketing for CPAs
April 5, 2022Live Webcast
Interviewing Skills with Dr. Toby Groves
April 5, 2022Live Webcast
How to Create an Incredible Employer Brand
April 8, 2022Live Webcast
The ABCs of Advisory Services
April 8, 2022Live Webcast
10 Ways to Create Delighted Clients and More Referrals
April 11, 2022Live Webcast
Getting Ahead: The Art of Marketing for CPAs
April 14, 2022Live Webcast
Grow Your CPA Business: LinkedIn for Networking and Referral
April 14, 2022Live Webcast
Podcasts: How To Market Your Expertise To Get More Clients
April 21, 2022Live Webcast
10 Ways to Create Delighted Clients and More Referrals
April 25, 2022Live Webcast
How to Create an Incredible Employer Brand
April 27, 2022Live Webcast
The ABCs of Advisory Services
April 28, 2022Live Webcast
Getting Ahead: The Art of Marketing for CPAs
May 7, 2022Live Webcast
10 Ways to Create Delighted Clients and More Referrals
May 7, 2022Live Webcast
How to Create an Incredible Employer Brand
May 13, 2022Live Webcast
Getting Ahead: The Art of Marketing for CPAs
May 13, 2022Live Webcast
The ABCs of Advisory Services
May 20, 2022Live Webcast
How to Create an Incredible Employer Brand
May 23, 2022Live Webcast
10 Ways to Create Delighted Clients and More Referrals
May 25, 2022Live Webcast
The ABCs of Advisory Services
May 31, 2022Live Webcast
Getting Ahead: The Art of Marketing for CPAs
June 2, 2022Live Webcast
10 Ways to Create Delighted Clients and More Referrals
June 8, 2022Live Webcast
Getting Ahead: The Art of Marketing for CPAs
June 8, 2022Live Webcast
How to Create an Incredible Employer Brand
June 9, 2022Live Webcast
The ABCs of Advisory Services
June 14, 2022Live Webcast
10 Ways to Create Delighted Clients and More Referrals
June 14-17, 2022Atlantic City
NJCPA Convention & Expo
June 22, 2022Live Webcast
The ABCs of Advisory Services
June 23, 2022Live Webcast
Getting Ahead: The Art of Marketing for CPAs
June 27, 2022Live Webcast
How to Create an Incredible Employer Brand
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 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 5, 2022Live Webcast
How to Create an Incredible Employer Brand
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 22, 2022Live Webcast
Getting Ahead: The Art of Marketing for CPAs
August 30, 2022Live Webcast
How to Create an Incredible Employer Brand
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 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 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 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 5, 2022Live Webcast
10 Ways to Create Delighted Clients and More Referrals
November 9, 2022Live Webcast
Getting Ahead: The Art of Marketing for CPAs
November 9, 2022Live Webcast
How to Create an Incredible Employer Brand
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 9, 2022Live Webcast
Getting Ahead: The Art of Marketing for CPAs
December 13, 2022Live Webcast
10 Ways to Create Delighted Clients and More Referrals
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
December 31, 2099Self-Study
Ethical Client Acquisition
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      Resources

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      Whitman Business Advisors
      Get customized solutions for strategic focus and growth — including merger and acquisition, talent acquisition and practice management consulting — from Whitman Business 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.