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

October 11, 2025Live Webcast
The ABCs of Advisory Services
October 15, 2025Live Webcast
How to Start a CFO Service
October 17, 2025Live Webcast
Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals Webinar
October 22, 2025Live Webcast
How to Effectively Represent Clients Under IRS Audit
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Products and Programs

Resources