News

Number One

Taking Care of Business

November 19, 2019

What is the number one priority in your firm? If you say your clients, we’ll say you’re wrong.  Firms spend too much time focusing on business development and books of business. While it’s understandable to be concerned about the future, it’s not enough to be overly focused on the bottom line…

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Entrepreneur

Confessions of a Serial Entrepreneur

November 12, 2019

Three Lessons That I Learned Through My Mistakes I never set out to be an entrepreneur. Initially, I wanted to be a physician. Then, three years into college, I changed my major to accounting. I was following in my father’s footsteps for a safe, predictable career. It wasn’t until I assumed…

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Gary Shamis

Winding River Consulting’s Gary Shamis

October 21, 2019

The general rule in business is that in order to sell something, it first has to be yours to sell. Gary Shamis once found himself working on a transaction in which that wasn’t the case. “This individual was selling a group of businesses and he included this business in which…

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Soft Skills

The Skills Your Managers Need Are All Soft

October 10, 2019

Whether I was managing a five-person accounting firm or leading 500 professionals in a multi-office consulting corporation, one threat loomed that always gave me cause for concern: employee turnover. I recognized early on that retaining talent needed to be a leadership priority. As a result, we invested in developing a…

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Customer Experience

Talk Less. Do More.

September 26, 2019

We all pride ourselves on providing exceptional customer/client service, that is, giving a level of service to a customer after a transaction has taken place.  But a new term has been entering the corporate lexicon and it’s a good one. Be forewarned, however. It isn’t a buzzword. It’s a differentiator!  Customer experience is disrupting…

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Weik Fitness

Gary Shamis: Serial Entrepreneur Provides a Roadmap to Success

September 17, 2019

COURTESY OF WEIK FITNESS What advice would you give someone who is thinking about starting their own business? Gary Shamis: I have a lot of advice for burgeoning entrepreneurs, which is one of the reasons I wrote Building Blocks. These are three that I consider more general, but necessary attributes for…

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Image is everything.

August 15, 2019

This might be some of the craziest, most honest advice you’ve ever received. And you probably aren’t going to like it. But before we get to it, consider first: How long has it been since you walked through the corridors of your firm? Around the building? Through the front door?…

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Building Blocks

Every once in a while, a book comes along that changes the way you work or live.

July 23, 2019

For me, that book was the Turbocharged Company: Igniting Your Business to Soar Ahead of the Competition by Larry Goddard and David Brown. That was thirty years ago. I had a revelation while reading that book and subsequently implemented verticals within the firm, a hugely successful approach to growing the…

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Manage Contacts

Foolproof Formula for Brilliant Relationships

July 17, 2019

The success of my leadership role has been contingent on many things, one of them being my knowledge of people. Whether employees, referrals, clients, or community contacts, the fact that I remember personal information about them was — and continues to be — critical to growing and developing these relationships. …

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Building Blocks

Accounting Today: Summer reading for accountants — 2019

July 12, 2019

Given his storied career as a firm leader and a consultant, Gary Shamis’ name is one to conjure with in accounting, so it should come as no surprise that his latest book is a treasure trove of good advice on entrepreneurialism. It draws lessons from the Top 100 Firm he…

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