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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NEWS

The Four – or Five – Steps for Moving into Consulting

September 29, 2022 Source: CPA Trendlines
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ARTICLE

Accounting Marketing 3.0: New Rules

September 6, 2022 Source: CPA Trendlines
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ARTICLE

CAS Is an Upgrade Pitch

August 29, 2022 Source: CPA Trendlines
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ARTICLE

Why CPA Firms Are Taking the Lead on ESG

August 23, 2022 Source: AICPA

 

NJCPA and Third-Party Events

October 19, 2022Live Webcast
October 27, 2022Live Webcast
November 9, 2022Live Webcast
November 22, 2022Live Webcast
December 2, 2022Live Webcast
December 8, 2022Live Webcast
December 28, 2022Live Webcast

    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.