Client Acquisition and Retention

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BLOG

Yogiisms and 8 Value Drivers CPAs Need to Know

 March 31, 2021
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ARTICLE

50 Ways to Make More Money in Busy Season

 March 29, 2021 Source: CPA Trendlines
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ARTICLE

Broaching Tough Conversations with Clients

 March 22, 2021 Source: Journal of Accountancy
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ARTICLE

How Accountants Can Help Businesses Expand in 2021

 February 8, 2021 Source: AccountingWEB
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ARTICLE

PPP Advice for Firms: Preach Patience to Clients

 February 2, 2021 Source: Journal of Accountancy
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ARTICLE

Inside the Client's Brain — What Really Matters

 February 1, 2021
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ARTICLE

Attracting and Keeping Clients During COVID-19

 December 16, 2020 Source: Journal of Accountancy
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ARTICLE

Helping Clients Thrive Now (and Later)

 November 20, 2020
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Events

April 14, 2021Live Webcast
Social Media Fraud: Detecting and Controlling the Threat
April 15, 2021Live Webcast
Interviewing Skills with Dr. Toby Groves
April 28, 2021Live Webcast
Making the Transition to Advisory Services
April 28, 2021Live Webcast
Money and the Mind During COVID-19
May 6, 2021Live Webcast
Interviewing Skills with Dr. Toby Groves
June 7, 2021Live Webcast
Interviewing Skills with Dr. Toby Groves
June 15-18, 2021Live Webcast
NJCPA Virtual Convention
June 21, 2021Live Webcast
The Journey to Becoming a Cherished Advisor: The Soft Skills Needed to Create Long-Lasting Client Relationships
July 7, 2021Live Webcast
Interviewing Skills with Dr. Toby Groves
July 19, 2021Live Webcast
Next Step Series - Client Needs: Beyond Best Practices in Client and Customer Service
August 5, 2021Live Webcast
Interviewing Skills with Dr. Toby Groves
September 3, 2021Live Webcast
Interviewing Skills with Dr. Toby Groves
October 4, 2021Live Webcast
Interviewing Skills with Dr. Toby Groves
October 5, 2021Live Webcast
CPA Firm Business Development: Don’t Miss The Data Analytics Opportunity
November 1, 2021Live Webcast
Interviewing Skills with Dr. Toby Groves
December 2, 2021Live Webcast
Interviewing Skills with Dr. Toby Groves
December 17, 2021Live Webcast
The Journey to Becoming a Cherished Advisor: The Soft Skills Needed to Create Long-Lasting Client Relationships
January 3, 2022Live Webcast
Interviewing Skills with Dr. Toby Groves
January 18, 2022Live Webcast
Next Step Series - Client Needs: Beyond Best Practices in Client and Customer Service
February 9, 2022Live Webcast
Interviewing Skills with Dr. Toby Groves
March 3, 2022Live Webcast
Interviewing Skills with Dr. Toby Groves
April 5, 2022Live Webcast
Interviewing Skills with Dr. Toby Groves
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