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

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
FIRST LAST

Products and Programs

Resources