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

 

NJCPA and Third-Party Events

January 26, 2022Live Webcast
February 7, 2022Live Webcast
February 9, 2022Live Webcast
February 11, 2022Live Webcast
February 23, 2022Live Webcast
February 23, 2022Live Webcast
March 11, 2022Live Webcast
March 23, 2022Live Webcast
April 8, 2022Live Webcast
April 27, 2022Live Webcast
May 13, 2022Live Webcast
May 25, 2022Live Webcast
June 9, 2022Live Webcast
June 14-17, 2022Atlantic City
June 22, 2022Live Webcast
September 10, 2022Live Webcast
September 13, 2022Live Webcast
September 26, 2022Live Webcast
September 29, 2022Live Webcast
October 27, 2022Live Webcast
November 9, 2022Live Webcast
November 22, 2022Live Webcast
December 2, 2022Live Webcast
December 28, 2022Live Webcast
December 31, 2099Self-Study

    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.