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

March 28, 2025Live Webcast
Audit 504: Making Rain - Success with Clients and Prospects
April 10, 2025Live Webcast
Mastering Client Management for Accounting and Finance Professionals
April 17, 2025Live Webcast
How to Start a CFO Service
April 22, 2025Live Webcast
Start a Forensic Accounting Practice with Confidence
April 23, 2025Live Webcast
How to Effectively Represent Clients Under IRS Audit
April 23, 2025Live Webcast
Engagement and Client Retention Best Practices
April 28, 2025Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
April 30, 2025Live Webcast
Audit 504: Making Rain - Success with Clients and Prospects
May 15, 2025Live Webcast
How to Start a CFO Service
May 28, 2025Live Webcast
How to Start a CFO Service
June 13, 2025Live Webcast
How to Start a CFO Service
June 17, 2025Live Webcast
WORKSHOP: Master CAAS and Empower Your Advisory Services
June 28, 2025Live Webcast
How to Start a CFO Service
July 19, 2025Live Webcast
How to Start a CFO Service
July 29, 2025Live Webcast
How to Start a CFO Service
August 14, 2025Live Webcast
How to Start a CFO Service
August 15, 2025Live Webcast
Mastering Client Management for Accounting and Finance Professionals
August 28, 2025Live Webcast
How to Start a CFO Service
September 16, 2025Live Webcast
How to Start a CFO Service
September 17, 2025Live Webcast
WORKSHOP: Master CAAS and Empower Your Advisory Services
October 1, 2025Live Webcast
How to Start a CFO Service
October 15, 2025Live Webcast
How to Start a CFO Service
October 29, 2025Live Webcast
How to Start a CFO Service
November 15, 2025Live Webcast
How to Start a CFO Service
November 24, 2025Live Webcast
How to Start a CFO Service
December 16, 2025Live Webcast
How to Start a CFO Service
December 30, 2025Live Webcast
How to Effectively Represent Clients Under IRS Audit
January 2, 2026Live Webcast
How to Start a CFO Service
January 14, 2026Live Webcast
How to Start a CFO Service
January 29, 2026Live Webcast
How to Start a CFO Service
February 14, 2026Live Webcast
How to Start a CFO Service
February 27, 2026Live Webcast
How to Start a CFO Service
March 11, 2026Live Webcast
How to Start a CFO Service
March 24, 2026Live Webcast
How to Start a CFO Service
April 17, 2026Live Webcast
How to Start a CFO Service
April 27, 2026Live Webcast
How to Start a CFO Service
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      Products and Programs

      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.