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

August 27, 2025Live Webcast
The Art of Marketing for CPAs
August 28, 2025Live Webcast
How to Start a CFO Service
September 8, 2025Live Webcast
Getting Ahead: The Art of Marketing for CPAs
September 11, 2025Live Webcast
The ABCs of Advisory Services
FIRST LAST

Products and Programs

Resources