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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PODCAST

Tackling CPA Firms’ Top Concerns

December 6, 2022
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ARTICLE

Handling Challenging Clients: 6 Things You Should Consider

November 3, 2022 Source: Financial Management
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NEWS

The Four – or Five – Steps for Moving into Consulting

September 29, 2022 Source: CPA Trendlines

 

NJCPA and Third-Party Events

December 28, 2022Live Webcast

    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.