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  • CEO Compass - Summer 2025

    Posted: July 21, 2025
    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.
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    5 Marketing Mistakes CPA Firm Owners Make (and How to Fix Them)

    Posted: July 14, 2025
    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.
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    How to Build a Referral Program That Actually Works

    Posted: July 10, 2025
    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
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    7 Fresh Ideas for Marketing Your Firm

    Posted: July 9, 2025
    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.
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    How to Stop Small Issues from Creating Large Inefficiencies

    Posted: July 3, 2025
    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.