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

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 8, 2025Live Webcast
Getting Ahead: The Art of Marketing for CPAs
May 15, 2025Live Webcast
How to Start a CFO Service
May 16, 2025Live Webcast
Mastering Client Management for Accounting and Finance Professionals
May 28, 2025Live Webcast
How to Start a CFO Service
June 3, 2025Live Webcast
Getting Ahead: The Art of Marketing for CPAs
June 13, 2025Live Webcast
The ABCs of Advisory Services
June 13, 2025Live Webcast
How to Start a CFO Service
June 17, 2025Live Webcast
WORKSHOP: Master CAAS and Empower Your Advisory Services
June 20, 2025Live Webcast
Getting Ahead: The Art of Marketing for CPAs
June 24, 2025Live Webcast
Mastering Client Management for Accounting and Finance Professionals
June 28, 2025Live Webcast
How to Start a CFO Service
July 8, 2025Live Webcast
Mastering Client Management for Accounting and Finance Professionals
July 18, 2025Live Webcast
The ABCs of Advisory Services
July 19, 2025Live Webcast
How to Start a CFO Service
July 29, 2025Live Webcast
How to Start a CFO Service
July 30, 2025Live Webcast
The Art of Marketing for CPAs
August 4, 2025Live Webcast
Mastering Client Management for Accounting and Finance Professionals
August 14, 2025Live Webcast
How to Start a CFO Service
August 15, 2025Live Webcast
Mastering Client Management for Accounting and Finance Professionals
August 19, 2025Live Webcast
Getting Ahead: The Art of Marketing for CPAs
August 27, 2025Live Webcast
The Art of Marketing for CPAs
August 28, 2025Live Webcast
How to Start a CFO Service
September 8, 2025Live Webcast
Getting Ahead: The Art of Marketing for CPAs
September 11, 2025Live Webcast
The ABCs of Advisory Services
September 15, 2025Live Webcast
The Art of Marketing for CPAs
September 16, 2025Live Webcast
How to Start a CFO Service
September 17, 2025Live Webcast
WORKSHOP: Master CAAS and Empower Your Advisory Services
September 24, 2025Live Webcast
Mastering Client Management for Accounting and Finance Professionals
October 1, 2025Live Webcast
How to Start a CFO Service
October 1, 2025Live Webcast
Getting Ahead: The Art of Marketing for CPAs
October 11, 2025Live Webcast
The ABCs of Advisory Services
October 15, 2025Live Webcast
How to Start a CFO Service
October 22, 2025Live Webcast
How to Effectively Represent Clients Under IRS Audit
October 28, 2025Live Webcast
Mastering Client Management for Accounting and Finance Professionals
October 29, 2025Live Webcast
How to Start a CFO Service
October 31, 2025Live Webcast
The Art of Marketing for CPAs
November 4, 2025Live Webcast
How to Effectively Represent Clients Under IRS Audit
November 4, 2025Live Webcast
Mastering Client Management for Accounting and Finance Professionals
November 12, 2025Live Webcast
Getting Ahead: The Art of Marketing for CPAs
November 15, 2025Live Webcast
How to Start a CFO Service
November 18, 2025Live Webcast
The ABCs of Advisory Services
November 24, 2025Live Webcast
How to Start a CFO Service
November 25, 2025Live Webcast
The Art of Marketing for CPAs
December 1, 2025Live Webcast
How to Effectively Represent Clients Under IRS Audit
December 4, 2025Live Webcast
Getting Ahead: The Art of Marketing for CPAs
December 15, 2025Live Webcast
The Art of Marketing for CPAs
December 16, 2025Live Webcast
How to Start a CFO Service
December 22, 2025Live Webcast
Mastering Client Management for Accounting and Finance Professionals
December 30, 2025Live Webcast
How to Effectively Represent Clients Under IRS Audit
January 2, 2026Live Webcast
How to Start a CFO Service
January 5, 2026Live Webcast
Mastering Client Management for Accounting and Finance Professionals
January 10, 2026Live Webcast
The ABCs of Advisory Services
January 14, 2026Live Webcast
How to Start a CFO Service
January 15, 2026Live Webcast
How to Effectively Represent Clients Under IRS Audit
January 15, 2026Live Webcast
Getting Ahead: The Art of Marketing for CPAs
January 28, 2026Live Webcast
The Art of Marketing for CPAs
January 29, 2026Live Webcast
How to Start a CFO Service
February 3, 2026Live Webcast
How to Effectively Represent Clients Under IRS Audit
February 4, 2026Live Webcast
Getting Ahead: The Art of Marketing for CPAs
February 12, 2026Live Webcast
The ABCs of Advisory Services
February 14, 2026Live Webcast
How to Start a CFO Service
February 19, 2026Live Webcast
Mastering Client Management for Accounting and Finance Professionals
February 25, 2026Live Webcast
The Art of Marketing for CPAs
February 27, 2026Live Webcast
How to Start a CFO Service
March 2, 2026Live Webcast
Getting Ahead: The Art of Marketing for CPAs
March 11, 2026Live Webcast
How to Start a CFO Service
March 18, 2026Live Webcast
The ABCs of Advisory Services
March 19, 2026Live Webcast
How to Effectively Represent Clients Under IRS Audit
March 21, 2026Live Webcast
The Art of Marketing for CPAs
March 24, 2026Live Webcast
How to Start a CFO Service
March 25, 2026Live Webcast
Mastering Client Management for Accounting and Finance Professionals
March 31, 2026Live Webcast
Getting Ahead: The Art of Marketing for CPAs
April 9, 2026Live Webcast
Mastering Client Management for Accounting and Finance Professionals
April 17, 2026Live Webcast
How to Start a CFO Service
April 20, 2026Live Webcast
The Art of Marketing for CPAs
April 22, 2026Live Webcast
How to Effectively Represent Clients Under IRS Audit
April 22, 2026Live Webcast
Engagement and Client Retention Best Practices
April 27, 2026Live Webcast
How to Start a CFO Service
May 11, 2026Live Webcast
The ABCs of Advisory Services
May 19, 2026Live Webcast
The Art of Marketing for CPAs
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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.