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.



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Tackling CPA Firms’ Top Concerns

December 6, 2022
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Handling Challenging Clients: 6 Things You Should Consider

November 3, 2022 Source: Financial Management
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The Four – or Five – Steps for Moving into Consulting

September 29, 2022 Source: CPA Trendlines


NJCPA and Third-Party Events

December 28, 2022Live Webcast


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