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The accounting and finance landscape is once again experiencing dramatic shifts. A steady stream of executive orders, economic volatility and geopolitical tensions are creating ripple effects across the country — and right here in New Jersey. It’s more important than ever that this uncertainty does not deter from our mission and sway us off course. As always, CPAs are called to lead with clarity, confidence and compassion.

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.