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.

 

Content

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ARTICLE

Three Keys to Client File Security

November 23, 2021 Source: CPA Trendlines
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ARTICLE

11 Steps to Better Client Tax Instructions

November 16, 2021 Source: CPA Trendlines

 

NJCPA and Third-Party Events

Resources


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Whitman Business Advisors
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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.
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