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

December 23, 2024Live Webcast
Mastering Client Management for Accounting and Finance Professionals
December 31, 2024Live Webcast
Audit 504: Making Rain - Success with Clients and Prospects
January 6, 2025Live Webcast
Mastering Client Management for Accounting and Finance Professionals
January 8, 2025Live Webcast
Engagement and Client Retention Best Practices
January 14, 2025Live Webcast
How to Start a CFO Service
January 16, 2025Live Webcast
How to Effectively Represent Clients Under IRS Audit
January 27, 2025Live Webcast
Start a Forensic Accounting Practice with Confidence
January 31, 2025Live Webcast
Audit 504: Making Rain - Success with Clients and Prospects
February 4, 2025Live Webcast
How to Effectively Represent Clients Under IRS Audit
February 7, 2025Live Webcast
How to Start a CFO Service
February 17, 2025Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
February 19, 2025Live Webcast
Engagement and Client Retention Best Practices
February 20, 2025Live Webcast
Mastering Client Management for Accounting and Finance Professionals
February 21, 2025Live Webcast
Start a Forensic Accounting Practice with Confidence
February 28, 2025Live Webcast
Audit 504: Making Rain - Success with Clients and Prospects
March 5, 2025Live Webcast
SOC Mastery for CPA Firms: Your Roadmap to Starting a SOC Practice
March 11, 2025Live Webcast
Next Steps Series – Client Needs: Beyond Best Practices in Client and Customer Service
March 12, 2025Live Webcast
Engagement and Client Retention Best Practices
March 19, 2025Live Webcast
How to Start a CFO Service
March 20, 2025Live Webcast
How to Effectively Represent Clients Under IRS Audit
March 24, 2025Live Webcast
Start a Forensic Accounting Practice with Confidence
March 26, 2025Live Webcast
Mastering Client Management for Accounting and Finance Professionals
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
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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.