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Marketing a CPA firm is about playing the long game. If you want to attract high-value clients, you must focus on building trust, staying consistent, and using a targeted, strategic approach.

For CPAs who are serious about growing their firm through word of mouth, it’s time to stop guessing and start building a referral program that works

Success in modern marketing isn’t about being everywhere but consistently delivering value with focus and purpose. In an industry full of sameness, doing more isn’t the answer — doing it differently is.

Every unnecessary interaction with data or clients wastes a CPA's time and duplicates efforts. In my observation, a staggering 90% of inefficiencies arise from a mere 10% of the entire process. Here's how to fix that.

Private equity has reset the rules. The question isn’t “Should I explore this?” but “How do I position my firm to thrive in this reality?” The time to get educated is now.