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 24, 2024Live Webcast
November 14, 2024Live Webcast
December 2, 2024Live Webcast
December 11, 2024Live Webcast
January 14, 2025Live Webcast
February 7, 2025Live Webcast
March 19, 2025Live Webcast
April 17, 2025Live 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.