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, 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 23, 2026Live Webcast
Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals Webinar
April 27, 2026Live Webcast
How to Start a CFO Service
May 6, 2026Live Webcast
Mining Your Firm Client Database for Revenue
May 8, 2026Live Webcast
Tax Planning for Rental Real Estate
May 11, 2026Live Webcast
The ABCs of Advisory Services
May 12, 2026Live Webcast
Representing a Client in an IRS Audit
May 15, 2026Live Webcast
Mastering Client Management for Accounting and Finance Professionals
May 19, 2026Live Webcast
The Art of Marketing for CPAs
June 4, 2026Live Webcast
Engagement and Client Retention Best Practices
June 9, 2026Live Webcast
Tax Planning for Rental Real Estate
June 10, 2026Live Webcast
Engagement Letters: Scope and Risk Management
June 12, 2026Live Webcast
The ABCs of Advisory Services
June 12, 2026Live Webcast
Representing a Client in an IRS Audit
June 23, 2026Live Webcast
Mastering Client Management for Accounting and Finance Professionals
June 25, 2026Live Webcast
Mining Your Firm Client Database for Revenue
June 25, 2026Live Webcast
The Art of Marketing for CPAs
July 1, 2026Live Webcast
Representing a Client in an IRS Audit
July 7, 2026Live Webcast
Mastering Client Management for Accounting and Finance Professionals
July 8, 2026Live Webcast
Engagement and Client Retention Best Practices
July 21, 2026Live Webcast
Tax Planning for Rental Real Estate
July 23, 2026Live Webcast
Mining Your Firm Client Database for Revenue
August 3, 2026Live Webcast
Mastering Client Management for Accounting and Finance Professionals
August 4, 2026Live Webcast
Tax Planning for Rental Real Estate
August 14, 2026Live Webcast
Engagement Letters: Scope and Risk Management
August 17, 2026Live Webcast
Scaling at the Speed of Trust: How to Grow Without Losing What Makes You Great
August 17, 2026Live Webcast
Representing a Client in an IRS Audit
August 19, 2026Live Webcast
Mining Your Firm Client Database for Revenue
August 25, 2026Live Webcast
Engagement and Client Retention Best Practices
September 4, 2026Live Webcast
Mining Your Firm Client Database for Revenue
September 9, 2026Live Webcast
Engagement and Client Retention Best Practices
September 21, 2026Live Webcast
Scaling at the Speed of Trust: How to Grow Without Losing What Makes You Great
September 22, 2026Live Webcast
Representing a Client in an IRS Audit
September 23, 2026Live Webcast
Tax Planning for Rental Real Estate
September 23, 2026Live Webcast
Mastering Client Management for Accounting and Finance Professionals
September 26, 2026Live Webcast
Mining Your Firm Client Database for Revenue
October 5, 2026Live Webcast
Tax Planning for Rental Real Estate
October 5, 2026Live Webcast
Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients
October 6, 2026Live Webcast
Mining Your Firm Client Database for Revenue
October 7, 2026Live Webcast
Engagement and Client Retention Best Practices
October 16, 2026Live Webcast
Scaling at the Speed of Trust: How to Grow Without Losing What Makes You Great
October 20, 2026Live Webcast
Engagement Letters: Scope and Risk Management
October 20, 2026Live Webcast
Representing a Client in an IRS Audit
October 27, 2026Live Webcast
Mastering Client Management for Accounting and Finance Professionals
November 3, 2026Live Webcast
Mastering Client Management for Accounting and Finance Professionals
November 6, 2026Live Webcast
Engagement and Client Retention Best Practices
November 7, 2026Live Webcast
Mining Your Firm Client Database for Revenue
November 11, 2026Live Webcast
Representing a Client in an IRS Audit
November 11, 2026Live Webcast
Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients
November 16, 2026Live Webcast
Scaling at the Speed of Trust: How to Grow Without Losing What Makes You Great
November 23, 2026Live Webcast
Tax Planning for Rental Real Estate
December 2, 2026Live Webcast
Engagement Letters: Scope and Risk Management
December 3, 2026Live Webcast
Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients
December 8, 2026Live Webcast
Tax Planning for Rental Real Estate
December 10, 2026Live Webcast
Engagement and Client Retention Best Practices
December 11, 2026Live Webcast
Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals
December 16, 2026Live Webcast
Representing a Client in an IRS Audit
December 18, 2026Live Webcast
Engagement Letters: Scope and Risk Management
December 21, 2026Live Webcast
Mastering Client Management for Accounting and Finance Professionals
December 21, 2026Live Webcast
Scaling at the Speed of Trust: How to Grow Without Losing What Makes You Great
December 22, 2026Live Webcast
Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients
January 4, 2027Live Webcast
Mining Your Firm Client Database for Revenue
January 4, 2027Live Webcast
Mastering Client Management for Accounting and Finance Professionals
January 5, 2027Live Webcast
Engagement Letters: Scope and Risk Management
January 6, 2027Live Webcast
Engagement and Client Retention Best Practices
January 13, 2027Live Webcast
Mining Your Firm Client Database for Revenue
January 20, 2027Live Webcast
Representing a Client in an IRS Audit
January 21, 2027Live Webcast
Engagement Letters: Scope and Risk Management
January 21, 2027Live Webcast
Scaling at the Speed of Trust: How to Grow Without Losing What Makes You Great
January 21, 2027Live Webcast
Mining Your Firm Client Database for Revenue
January 22, 2027Live Webcast
Tax Planning for Rental Real Estate
January 28, 2027Live Webcast
Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients
February 1, 2027Live Webcast
Engagement Letters: Scope and Risk Management
February 10, 2027Live Webcast
Representing a Client in an IRS Audit
February 16, 2027Live Webcast
Scaling at the Speed of Trust: How to Grow Without Losing What Makes You Great
February 17, 2027Live Webcast
Tax Planning for Rental Real Estate
February 17, 2027Live Webcast
Engagement and Client Retention Best Practices
February 18, 2027Live Webcast
Mastering Client Management for Accounting and Finance Professionals
February 18, 2027Live Webcast
Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients
March 10, 2027Live Webcast
Representing a Client in an IRS Audit
March 10, 2027Live Webcast
Engagement and Client Retention Best Practices
March 16, 2027Live Webcast
Scaling at the Speed of Trust: How to Grow Without Losing What Makes You Great
March 17, 2027Live Webcast
Engagement Letters: Scope and Risk Management
March 22, 2027Live Webcast
Tax Planning for Rental Real Estate
March 24, 2027Live Webcast
Mastering Client Management for Accounting and Finance Professionals
March 29, 2027Live Webcast
Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients
April 1, 2027Live Webcast
Engagement Letters: Scope and Risk Management
April 8, 2027Live Webcast
Mastering Client Management for Accounting and Finance Professionals
April 16, 2027Live Webcast
Mining Your Firm Client Database for Revenue
April 16, 2027Live Webcast
Scaling at the Speed of Trust: How to Grow Without Losing What Makes You Great
April 20, 2027Live Webcast
Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients
April 29, 2027Live Webcast
Mining Your Firm Client Database for Revenue
May 18, 2027Live Webcast
Scaling at the Speed of Trust: How to Grow Without Losing What Makes You Great
May 24, 2027Live Webcast
Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients
June 12, 2027Live Webcast
Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients
June 21, 2027Live Webcast
Scaling at the Speed of Trust: How to Grow Without Losing What Makes You Great
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