Ideas & expertise for growing firms.
A collective of information through various types of media focused on leadership, growth, strategy and data in the accounting and advisory sectors.
From eBooks to Engagement: The Next Generation of Marketing Assets
Discover how innovative marketing tools are replacing outdated eBooks, transforming lead generation into personalized ...
Aug 12, 2026
Making Waves: LBMC Jim Meade On Leading an Advisory-First Firm Through a Transformed Profession
Explore how Gian Pazzia of KBKG navigates AI disruption in the tax industry, emphasizing leadership, innovation, and ...
Aug 05, 2026
Technology Enablement: The Third Lever
Discover how to effectively integrate technology within your firm to drive enterprise value, focusing on strategy, data ...
Jul 31, 2026
Why Business Acumen Is Walking Out the Door, and What Firms Must Build Next
Professional services firms must prioritize developing business acumen in their leaders to bridge the gap between what ...
Jul 28, 2026
A Strategic Path to Unlocking AI’s Promise in Accounting
Unlock AI's potential in accounting with a strategic approach that fosters curiosity, governance, and innovation for ...
Jul 22, 2026
Margin Expansion: The Second Lever
Discover how margin expansion can elevate your firm's enterprise value through strategic pricing, service mix, and ...
Jul 22, 2026
Succession Planning Beyond the Next Partner: Why Continuity Depends on Developing Leaders at Every Level
Discover how effective succession planning goes beyond replacing partners by developing leaders at every level to ...
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Acquisitions and Organic Growth Aren't Competing Strategies
Discover how strategic acquisitions and organic growth can work together to enhance enterprise value in the accounting ...
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Top-Line Growth: The First Lever
Understand the critical factors behind top-line growth and how to ensure it translates into sustainable enterprise ...
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The Path to Partner Hasn't Disappeared. It Just Looks Different.
Explore how the path to partnership in accounting is evolving, with insights on ownership aspirations and the need for ...
Jun 29, 2026
Five Levers That Separate Firms Building Enterprise Value from Firms Talking About it
Brian Blaha, Chief Strategy Officer at Winding River Consulting, introduces the five dimensions that separate firms ...
Jun 29, 2026
Leadership in a Post-Apprenticeship World: How Learning Has Changed and Why Firms Must Change With It
Explore how leadership in professional services must evolve in a post-apprenticeship world where AI and new learning ...
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AI Didn't Solve Your Talent Problem. It Just Moved It.
When AI absorbed the compliance work, the development environment went with it.
Jun 23, 2026
Winding River Consulting Welcomes Jessica Emanuel as Managing Director of Growth
Winding River Consulting has added Jessica Emanuel to the firm as Managing Director of Growth
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The Partnership Model Under Pressure: How Ownership Changes Are Forcing a Redefinition of Leadership Readiness
Ownership changes in professional services demand a new view on leadership readiness, separating it from partnership to ...
Jun 18, 2026
Strategic Optionality: Preserving Choice for the Future of CPA Firms
Explore how CPA firms can navigate a changing landscape by embracing strategic optionality, preserving choices for a ...
Jun 17, 2026
Scaling BD: Teams, Culture, and the Tech That Drives Growth
Discover strategies for scaling business development in accounting firms, focusing on team dynamics, technology ...
Jun 17, 2026
Building Enterprise Value as an Independent Firm
Brian Blaha joined Rob Brown on the Inside Public Accounting podcast to talk about building enterprise value as an ...
Jun 11, 2026
Making Waves: KBKG's Gian Pazzia on Leading Through AI Disruption
Explore how Gian Pazzia of KBKG navigates AI disruption in the tax industry, emphasizing leadership, innovation, and ...
Jun 10, 2026
The Middle Reimagined: How Mid-Sized Firms Can Compete in a Consolidating Market
Mid-sized CPA firms can thrive amidst consolidation by focusing on strategic growth, specialization, and client ...
Jun 05, 2026
Developing Judgment, Not Just Technical Skill: A Materiality Framework for Leadership Readiness in the AI Era
Discover a framework that prioritizes judgment development in leadership, essential for navigating the AI era and ...
Apr 29, 2026
Coaching, Mentoring, and Developing: Why Firms Must Stop Confusing Conversations With Capability
Explore the distinctions between coaching, mentoring, and development to build effective leadership programs and ...
Apr 29, 2026
Digital Deep Dive 2026: Growth by Design, Not by Reaction
Explore how accounting firms can achieve strategic growth by design, leveraging AI, digital marketing, and human ...
Apr 06, 2026
Still Thinking Its A Pipeline Problem?: Why AI and New Work Models Are Breaking Leadership Development
Discover why traditional leadership pipelines are failing and how AI and new work models demand a deliberate redesign ...
Mar 23, 2026
Attracting and Retaining Talent: Why Leadership, Not Perks, Differentiates Firms
Leadership, not perks, drives talent retention. Discover how effective leadership development can transform your firm ...
Mar 23, 2026
Train Your Successor: Why Leadership Development Is the Real Talent Strategy in Professional Services
Discover why leadership development is crucial for professional services firms and how to build a sustainable ...
Mar 23, 2026
The Second Bite of the Apple: Why Your First Private Equity Deal Depends on Modeling the Second
Firms that treat ownership as a multi-generation system rather than a one-time liquidity event make better decisions, ...
Feb 05, 2026
Making Waves: Pinion's Christina Ricke on Building a People-First Approach to AI Adoption
David Toth, Chief Growth Officer of Winding River Consulting, sat down with Christina Ricke, Principal and People ...
Feb 04, 2026
The Psychology of Transformation: Managing Change When Your Firm Faces a Strategic Crossroads
Firms that thrive force the strategic question, work through the psychological barriers honestly, and commit to a path ...
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Seven Minutes a Day: Michael Liner's Blueprint for TikTok Success
Discover Michael Liner's seven-minute video strategy that turned social media into a $2M revenue stream for his law ...
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Winding River Consulting Expands Leadership Team with Rachel Anevski
Winding River Consulting has added Dr. Rachel Anevski, PHR, SHRM-CP, to the firm as Managing Director of Leadership ...
Jan 27, 2026
5 Focus Areas for Accounting Firm Growth in 2026
Here are five focus areas that should shape how your firm thinks about growth in the year ahead.
Jan 05, 2026
Evolving Accounting Firm Culture
A firm's culture sets the tone for how employees interact, collaborate, and feel connected. A positive firm culture can ...
Jan 05, 2026
Future CPA Playbook: Growth, Innovation & What’s Next
Explore future growth and innovation in CPA firms with Gary Shamis and Kunal Mehra, focusing on digital transformation ...
Dec 15, 2025
Winning Ways 2025 Recap: Controlling your Firms Destiny
Recap of Winning Ways 2025: Leaders reimagine independence in accounting amidst technological and capital shifts, ...
Dec 09, 2025
Building an Advisory Practice Requires Enduring the J-Curve
Learn how to successfully build an advisory practice by understanding and enduring the J-curve. Discover key strategies ...
Dec 09, 2025
How To Deliver Bad News
Delivering bad news is an intricate art that requires finesse and empathy. Recognizing one's communication skills is ...
Dec 08, 2025
Perspectives from the Profession: A Future Leaders Framework to Ensure Accounting Firm Succession
Leadership development is no longer optional; it is the most strategic retention tool a firm has, and from where I sit, ...
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Rethinking the Accounting Talent Mix in the Age of AI
How AI is transforming accounting talent needs, reshaping firm structures, and redefining skills for future success. ...
Oct 14, 2025
Define, Design, Deploy: A Strategic Framework for AI Success in CPA Firms
Transform your CPA firm with strategic AI deployment using the Define, Design, Deploy framework for measurable success ...
Oct 14, 2025
The Key to Cross-Selling CPA Services? Being Client Centric
Discover how CPA firms can overcome cross-selling challenges by adopting a client-centric approach, focusing on ...
Oct 14, 2025
Advisory Services vs. Advisory Mindset: The Real Path to Becoming a Trusted Advisor
Learn the difference between offering advisory services and embodying an advisory mindset to become a trusted advisor ...
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Building an AI Use Case Roadmap for Accounting Firms
Guide your accounting firm through AI adoption with a strategic roadmap. Learn to prioritize and implement AI use cases ...
Oct 14, 2025
How CPA Firms Can Find the Right Leadership Development Partner
Discover how CPA firms can strategically select and integrate leadership development partners to cultivate ...
Oct 14, 2025
Mentorship That Actually Works: How to Build a Program People Thrive In
Build a mentorship program that drives growth and retention with structured training, intentional design, and ...
Oct 03, 2025
From Overwhelmed to In Control: A Digital Marketing Roadmap for Accounting Firms
Transform your accounting firm's digital marketing strategy with clear goals, consistent execution, and focused ...
Sep 16, 2025
Fifteen Years with an Advisory Board: What Every CPA Firm Leader Should Know
Discover the transformative power of advisory boards in CPA firms, enhancing strategic execution, continuity, and ...
Sep 12, 2025
Talent Retention Starts With Inspiring Leadership
Discover how inspiring leadership traits can transform employee retention and create a motivated, engaged workforce in ...
Sep 09, 2025
5 LinkedIn Trends Accounting Firm Leaders Can’t Afford to Ignore
Learn five LinkedIn trends that accounting firm leaders must leverage to build digital authority, engage clients, and ...
Aug 27, 2025
Digital Leadership Goals for Accounting Firms: Setting Strategic Priorities Across Leadership Levels
Transform your accounting firm with strategic digital leadership goals at every level. Learn how to set and measure ...
Jul 29, 2025
Today’s Keys to Firm Growth? AI and Value
Discover how AI and new pricing models are crucial for accounting firms to drive growth and stay competitive in a ...
Jul 29, 2025
Why Your Team Doesn’t Trust You
Discover why your team might not trust you and learn actionable steps to rebuild trust effectively in your leadership ...
Jul 22, 2025
AI is Eating Your Website Traffic—Here’s What To Do About It
AI is reshaping how prospects find CPA expertise. Learn how to adapt your digital strategy to stay visible and relevant ...
Jul 08, 2025
Breaking Tradition May Yield the Best Strategic Planning Results
Rethink traditional strategic planning by focusing on choices and collaborative scientific methods to yield effective, ...
Jul 02, 2025
Transforming CPA Firms: Strategic Governance for Agile Leadership
Discover how strategic governance can transform CPA firms by fostering agile leadership, enabling them to adapt swiftly ...
Jun 11, 2025
Fixing the Funnel: How Conversation Rate Optimization (CRO) Plugs the Leaks in Your Lead Generation Processes
Optimize your firm's website for higher lead conversion with CRO strategies. Learn how to turn high-intent traffic into ...
Jun 09, 2025
Building Better Firms: The 5 Traits of An Effective Leader
Learn the five essential traits of effective leadership in the accounting profession to inspire teams, maintain ...
May 12, 2025
Developing Leaders in 2025: What Firm Leaders Have to Say
Leadership development is crucial for accounting firms in 2025. Discover strategies from industry leaders to attract ...
May 02, 2025
Winding River Adds Brian Blaha to Rapidly Growing Strategic Consulting and Advisory Services
Winding River Consulting welcomes Brian Blaha to enhance its strategic consulting services, bringing 30 years of growth ...
Apr 30, 2025
Telling Our Story Beyond the Numbers and Balance Sheets
The accounting profession needs a unified voice to reshape its brand and attract future talent. Learn how to promote ...
Apr 30, 2025
Accounting Firms in 2025: Growth, Innovation, and the Leadership Challenge
Explore how accounting firms must innovate and adapt to AI, private equity, and evolving client expectations to thrive ...
Apr 30, 2025
Enterprise Value in Accounting Firms: What Leaders Need to Understand
Learn how to increase your accounting firm's enterprise value by focusing on EBITDA, growth rate, and risk profile to ...
Apr 30, 2025
How Are You CPAing?
Explore new ways to thrive as a CPA. Discover the journey and insights of our chairperson, highlighting innovation, ...
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Advisory Services Are the CPA’s Path to Growth
Discover how CPAs can drive sustainable growth by mastering advisory services, understanding client needs, leveraging ...
Apr 30, 2025
The CPA Profession’s Next Era Requires Intention
Explore the future of the CPA profession by focusing on culture, relationships, ownership structures, and technology, ...
Apr 30, 2025
Recap of the 2025 Digital Deep Dive Summit: Growth Unlocked for the Digital Era
Discover key insights and strategies from industry leaders at the 2025 Digital Deep Dive Summit, focusing on growth in ...
Apr 17, 2025
Are You Really Ready to Lead?
Discover the hidden challenges of leadership and learn what it truly takes to thrive as a new leader in the accounting ...
Apr 14, 2025
The Importance of Investing in Employee Experience: Hiring, Retention, Boomerang Opportunities, and More
To retain top performers, attract up-and-coming talent, and motivate everyone in your firm, it’s vital to foster a ...
Apr 08, 2025
Has Accounting Lost Its Way?
Gary Shamis explores the evolving definition of greatness in the accounting profession, challenging the notion that ...
Feb 28, 2025
Scaling Smart: Jeff Call’s Blueprint for Growth, Culture, and Leadership
Jeff Call shares strategies for BT's growth, emphasizing culture, leadership, and strategic planning for a thriving ...
Feb 23, 2025
The Biggest Mistakes New Partners Make and How to Overcome Them
Common mistakes new partners make and how to avoid them to ensure success in leadership, business development, and firm ...
Feb 18, 2025
PE Disruption in Accounting: What Leaders Need to Know
Explore how private equity is reshaping the accounting industry, with insights on adaptation, leadership, and strategic ...
Feb 14, 2025
Can Accounting Firms Stay Independent or Will PE Win?
Can accounting firms remain independent in the face of private equity? Gary Shamis discusses key strategies for firms ...
Feb 04, 2025
Is Your Firm Equipped to Navigate the Future?
Is your accounting firm equipped for the future? Discover strategies to navigate the changing landscape, from AI ...
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The GenZ Onboarding Gap: How to Manage It So New Hires Flourish Fast
Learn how to effectively onboard GenZ employees, bridging the skills gap and fostering long-term success in your firm ...
Jan 30, 2025
How Gary Shamis Built a $100M CPA Firm: Lessons in Growth, Strategy, and Sustainability
Gary Shamis reveals key growth strategies that scaled his CPA firm to $100M. Learn how to apply these lessons to your ...
Jan 23, 2025
Overcoming Procrastination
Learn effective strategies to overcome procrastination and improve productivity within your team by implementing ...
Jan 22, 2025
Michael Simpson on Leadership, Innovation, and Growth at Brinker Simpson
Explore Michael Simpson's leadership at Brinker Simpson, focusing on innovation, talent development, and strategic ...
Jan 14, 2025
5 Great Resources to Grow as a Leader
Discover five practical resources to enhance your leadership skills in 2025 and stay ahead of industry trends. Learn, ...
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Change Management: A Leadership Skill Every Managing Partner Needs to Master
Change in any bossiness is inevitable, and it happens fast. A solid approach to change management starts with ...
Jan 03, 2025
Perspectives from the Profession: Exploring Your PE Options
Explore different private equity investment options for accounting firms, understand the role of people and culture, ...
Dec 13, 2024
Josh Beck on Pairing Innovation with a People-First Strategic Growth
Josh Beck discusses how innovation and a people-first approach have driven MarksNelson Advisory's strategic growth from ...
Dec 13, 2024
Is the Trustsed Advisor a Dead Concept - from the eyes of M.P., Brandon Hall
Explore the shift from relationship-based CPA services to a transactional model and its implications for the accounting ...
Dec 02, 2024
Winning Ways 2024 Recap: Elevating Leadership, Driving the Future of Accounting
Winning Ways 2024 Conference recap: Elevating leadership in accounting through impactful sessions, networking, and ...
Nov 20, 2024
Making Waves: Ascend CEO David Wurtzbacher On Winning with Talent and Technology
Discover how Ascend CEO David Wurtzbacher leverages talent and technology to propel CPA firms into industry leaders, ...
Nov 15, 2024
Balancing Culture and Growth in Accounting Firms
Explore how accounting firms can balance growth with cultural preservation to attract top talent, ensure client ...
Nov 13, 2024
Less Taxing: How Nichols & Company CEO Gwen Nichols Is Building a Better Model for Small Firms
Discover how Gwen Nichols is transforming Nichols & Company by focusing on leadership development, innovative ...
Nov 11, 2024
Try This: Shine a Light
Discover how leaders can transform organizational culture by recognizing small wins, boosting employee engagement, and ...
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Retaining Talent vs. Retaining People
Understanding the crucial difference between retaining talent and retaining people can drive your firm’s growth and ...
Oct 15, 2024
The Myth of Differentiation — How CPA Firms Can Stand Out in a Crowded Market
Discover how CPA firms can go beyond generic claims of "great people" and "client service" to find their true ...
Oct 01, 2024
PE Investments Into Accounting Firms: Is History Repeating Itself?
PE investments in accounting firms mirror the failures of the 1990s. Today's firms must tread carefully, learning from ...
Sep 30, 2024
5 Essential Steps to Take After Making Partner at an Accounting Firm
Essential steps for new partners at accounting firms: understand roles, build client relationships, develop leadership ...
Sep 19, 2024
Scott Allen Joins Winding River as Leadership Consultant
Scott Allen joins Winding River Consulting as Leadership Consultant, enhancing their leadership development with his ...
Sep 19, 2024
Are You Ready for Day 1 as a Managing Partner or Major Leadership Role? Insights for Aspiring Leaders
Preparing for a major leadership role? Discover key insights to help aspiring leaders navigate the challenges and ...
Sep 19, 2024
Teri Schaffer Joins Winding River as Leadership Consultant
Leadership expert Teri Schaffer joins Winding River Consulting, bringing over 30 years of experience to enhance ...
Sep 13, 2024
Building Firm Capacity Without People: Navigating the Talent Crisis in Accounting
Navigating the talent crisis in accounting requires strategic solutions to build firm capacity without adding ...
Aug 28, 2024
So, What Makes a Partner? Establishing Criteria for Partnership in an Accounting Firm
Discover the key criteria for partnership in an accounting firm, from professional experience to communication skills. ...
Aug 27, 2024
Is the 'Trusted Advisor' a Thing of the Past?
Explore the evolving role of the "Trusted Advisor" in the CPA profession and the shift towards transactional ...
Aug 19, 2024
Sassetti’s Jessica Freiburg On Strategic Growth as an Independent, Women-Owned Firm
Discover how Jessica Freiburg of Sassetti navigates strategic growth as a women-owned firm in the accounting industry. ...
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BDO Alliance Executive Director Michael Horwitz on Helping Accountants Expand Their Networks
Discover how BDO Alliance Executive Director Michael Horwitz is helping accountants expand their networks, embrace ...
Jul 25, 2024
From Clicks to Clients: Enhancing Digital Sales Conversions for CPA Firms
Enhance digital sales conversions for CPA firms by leveraging strategic digital engagement, industry-specific ...
Jul 23, 2024
The New Hybrid World Requires a Different Kind of Leader: Are You Ready?
Discover essential leadership skills for navigating the hybrid workplace, avoiding common pitfalls, and fostering ...
Jul 03, 2024
Brown Edwards’ New CEO Laura Sprouse on the Power of Putting People First
Discover how Laura Sprouse, the new CEO of Brown Edwards, leverages a people-first approach and technology to drive ...
Jun 29, 2024
Winding River Consulting Announces Launch of “Basic Training Bootcamp” for New and Emerging Accounting Firm Partners
Winding River Consulting introduces Basic Training Bootcamp, a program for new accounting firm partners to develop ...
Jun 25, 2024
Navigating Millennials in Today’s Workplace
Navigating Millennials in Today’s Workplace: Learn how to understand, engage, and retain Millennials in the accounting ...
Jun 12, 2024
Build a Great Business and Your Firm Controls the Future
Assess your firm's readiness for the future by aligning partners, ensuring strong leadership, planning succession, and ...
Jun 11, 2024
Aprio's Tommy Lee on The Keys to Growth: Strategic Partnerships and Innovation
Discover insights from Tommy Lee, CPA and Partner-in-Charge at Aprio, on growing a successful hospitality practice, ...
Jun 05, 2024
Are Partner Retreats Still Relevant? A Guide to Making Them Really Count
Discover the essential ingredients for a successful partner retreat, from clear objectives to fostering accountability ...
May 28, 2024
Is Your Firm Ready to Stay Independent?
Is your accounting firm ready to stay independent amidst the wave of M&A activity? Explore strategic options and ...
May 15, 2024
Is 'Inbox Zero' a Myth or a Manageable Milestone?
Is 'Inbox Zero' a myth or a manageable milestone? Explore strategies to conquer email overload and achieve a ...
May 15, 2024
HD Growth Partners’ Tim Petrey on Scaling a People-First Firm with PE
Learn how Tim Petrey of HD Growth Partners scaled his people-first firm with private equity, sharing insights on growth ...
May 03, 2024
Recap of the 2024 Digital Deep Dive Summit: Embracing the Future of Digital Strategy
Held in Atlanta, GA, the completely sold-out Digital Deep Dive Summit brought together 52 digital visionaries from ...
Apr 11, 2024
Navigating the Digital Frontier: A Guide for Firm Leaders on When and How to Invest in a Digital Strategy
Learn when and how to invest in a digital strategy to drive growth and innovation in your firm. Discover key ...
Mar 20, 2024
Remaining Fiercely Independent: GHJ Managing Partner Tom Barry on Strategic Growth
Discover how GHJ's Managing Partner, Tom Barry, navigates strategic growth while remaining fiercely independent in the ...
Mar 20, 2024
Employee Incentives Take Engagement to the Next Level
Discover how innovative financial incentives can attract and retain top talent, driving growth and success in ...
Feb 09, 2024
Cultivating Consistency: The Secret Weapon for Digital Rainmakers
Discover how consistency and intentionality in your LinkedIn strategy can transform your digital presence and drive ...
Feb 08, 2024![How Much Does Inbound Marketing Cost in 2024? [Comprehensive Guide]](https://windingriverconsulting.com/hubfs/Imported_Blog_Media/WRC-Blog-Header-Image.jpg)
How Much Does Inbound Marketing Cost in 2024? [Comprehensive Guide]
Join Winding River Consulting as we unveil the latest insights on inbound marketing costs for 2024. Dive into our ...
Feb 07, 2024
It’s Time to Introduce Your Accounting Firm's Secret Weapon: The Client Success Manager
Discover how a Client Success Manager can transform your accounting firm's client experience, ensuring top-tier ...
Feb 02, 2024
Bringing Intentionality to Culture: Adams Brown Managing Principal Ben Wilson on Pairing Culture and Growth
In a recent conversation, David Toth, Chief Growth Officer of Winding River Consulting, sat down with Ben Wilson, ...
Jan 22, 2024
All Things Culture: A Recap of the Accounting Profession’s Winning Ways Conference
Some of the accounting profession’s top thought leaders communed for many impactful discussions around how to best ...
Dec 13, 2023
The Importance of AI Policies for Accounting Firms: Ensuring Responsible Integration
In this article, we will explore the significance of AI policies for accounting firms and highlight key elements that ...
Dec 13, 2023
Understanding Google Analytics 4: A Comprehensive Guide
If you're a marketer or a website owner, you've probably used Universal Analytics to track your website's performance. ...
Nov 30, 2023
The AI Revolution in Accounting Firm Content: A Paradigm Shift in Communication and Marketing
In this overview, we’ll explore the various ways that accounting firm marketing teams can start using AI technologies ...
Nov 30, 2023
Podcasting: A Powerful New Opportunity for Accounting Firms
For businesses, podcasting represents an underutilized opportunity to reach audiences in a uniquely intimate and ...
Nov 03, 2023
In the Blink of an Eye, Artificial Intelligence Is Transforming the Way We Conduct Business
Discover how AI and chatbots are revolutionizing business operations, enhancing customer interactions, and streamlining ...
Oct 10, 2023
Embracing Change: BeachFleischman CEO Eric Majchrzak’s Journey in the Accounting Profession
In a recent conversation, David Toth, Chief Growth Officer of Winding River Consulting, sat down with Eric Majchrzak, ...
Oct 09, 2023
Enhancing Growth: The Crucial Role of SEO Strategy for Modern Accounting Firms
In this article, we'll delve into what an SEO strategy entails, why it's vital for accounting firms to incorporate into ...
Sep 26, 2023
Five Timeless Questions that Every Managing Partner Should Know About Their Firm’s Marketing Efforts
Discover the 5 timeless questions every managing partner of a professional services firm should be able to answer about ...
Sep 08, 2023
Mastering a Sales Organization in a CPA & Advisory Firm: Insights from Mark Burnette at LBMC
In our ongoing pursuit of understanding how culture impacts sales organizations within the realm of accounting firms, ...
Sep 01, 2023
Is Your Firm Achieving Digital Growth?
How do firms take short-term measures, or first steps, and turn them into long-term digital growth strategies?
Aug 23, 2023
Closed Loop Reporting Between Partners and Growth Teams
By failing to adopt closed loop reporting, firms are implicitly choosing to have their growth teams operate blindly. . ...
Aug 18, 2023
Why is Digital Strategy Important?
Digital is a huge emphasis, but firms need a compelling answer to "why is digital strategy important?" From the team at ...
Aug 14, 2023
An Introduction to AI for Accounting Firm Marketers
The AI revolution is not only inevitable, it’s accelerating. If firms want to remain competitive, both in their ...
Jul 11, 2023
Winding River Consulting Wins BDO Alliance Award for Outstanding Growth Strategy
Winding River Consulting, LLC was recognized by BDO Alliance US for its Outstanding Growth Strategy. The firm was ...
Jun 05, 2023
‘Navigating Culture’ is Accounting Industry’s Biggest Priority
In 2023, Winning Ways will highlight the need for firms to elevate the implementation of a thriving culture with which ...
May 15, 2023
Navigating The Return to Office vs Remote-First Dilemma
Many of the effects of the pandemic are now firmly in the rear-view mirror for many firms, but one major issue remains: ...
May 15, 2023
The Importance of a Digital Culture to Digital Transformation
Firms that don’t embrace digital transformation will be left behind. Learn what digital culture looks like, and why is ...
May 05, 2023
Creating a Content Culture
Learn why a content culture is so important and how to produce meaningful relevant content.
Apr 24, 2023
Digital Deep Dive Summit 2023: A Recap
Last month saw the return of the popular Digital Deep Dive Summit: the only digital summit created exclusively for ...
Apr 17, 2023
Noah’s Law: Build Your Ark Before the Flood
“For 40 days, the flood kept coming..and as the waters increased they lifted the ark high above the earth” Accounting ...
Apr 06, 2023
Powering Digital Transformation with Flexible Payment Options
Try QuickFee: An Online Payment Platform for Accounting Firms.
Mar 10, 2023
The Value of Creating Original Content
What exactly is plagiarism, and why is it so important to avoid it and instead embrace original content? Read on to ...
Mar 10, 2023
Getting Started with a Client Experience Program
As Client Experience has become increasingly more important, learn why having a CX program is so valuable and three ...
Mar 07, 2023
Private Equity and Its Intersection with the Accounting Profession
Key considerations that firm leaders need to be aware of when considering a private equity investment.
Mar 02, 2023
M&A, Private Equity and Unlocking Growth with Outsourced Accounting Talent
Learn how outsourcing can benefit your firm as well as the right way to go about it.
Feb 28, 2023
5 Ways to Optimize Your Website in 2023
Learn the five simple ways to optimize your accounting firm’s website to improve conversion rates and deliver a ...
Jan 31, 2023
Building a Lucrative Niche Practice
Learn how firms are building up commanding positions in all sorts of highly specialized markets by prioritizing a niche ...
Jan 25, 2023
How to Use Data to Advance Your Firm
This article explores exactly how accounting firms can use data and technology to advance their firm. Read on to ...
Jan 13, 2023
The Cost of an Empty Chair
There are significant costs that any firm incurs when an employee's chair is left empty; costs that firm leaders may ...
Jan 09, 2023
What Does It Mean for an Accounting Firm to be Data-Driven?
Data is now the real currency for firms seeking to fuel sustained growth. Learn what is means for accounting firms to ...
Dec 27, 2022
What’s a Marketing Qualified Lead?
Learn the right infrastructure for marketing qualified leads (MQLs) will ensure that you monitor who is on your site ...
Dec 20, 2022
Inaugural Winning Ways Event: A Recap
For the first time, close to 100 practice leaders and managing partners convened in Chicago on November 1-2 for Winning ...
Dec 06, 2022
Healthy Habits for the Holiday Season With Matt Terlop
Learn how executives can manage their wellness over the holidays with healthy habits and strategies to prioritize ...
Dec 01, 2022
Digital Deep Dive Summit helps Accounting Firms’ Digital Transformations
Winding River Consulting (WRC) is partnering with the Association for Accounting Marketing (AAM) for the second annual ...
Nov 16, 2022
What is Outsourcing?
Leading firms are outsourcing all kinds of accounting and advisory tasks. Learn how with the right approach, it’s a ...
Oct 25, 2022
Gen Z: Who Are They, and What Do Accounting Firms Need to Know?
If your firm is still going to be around in ten or twenty years, you need to master marketing to younger generations. ...
Oct 24, 2022
Five Ways to Track the ROI of Digital Investments
Digital strategies can be complex and tracking their effectiveness can be challenging. Here are 5 ways to effectively ...
Oct 20, 2022
Inbound Marketing Campaigns: A Quick Guide
As a firm leader it is important to stay ahead of the competition and leverage new Inbound marketing campaigns that ...
Oct 14, 2022
Rainmakers vs. Mistmakers: Building a Culture of Practice Growth
Not every firm needs a rainmaker to grow. Read on to learn how building a culture of mistmakers can be just as powerful ...
Oct 13, 2022
Who is the Right Candidate for Managing Partner Bootcamp – Leadership Accelerated?
At what stage of your career should you attend Managing Partner Bootcamp? Read on to discover the types of leaders that ...
Oct 06, 2022
What is Search Engine Optimization (SEO) Management?
SEO builds momentum over time and the implementation SEO management plays a vital role for accounting firms today.
Oct 03, 2022
Lead Generation vs. Demand Generation: What’s The Difference, and Why Does it Matter?
Lead gen vs. demand gen — Travis Bradshaw from Armanino talks about the difference between these two digital marketing ...
Sep 30, 2022
CAS & Outsourcing: The Perfect Match
Learn why your CAS Practice is a Natural Fit for Outsourcing and how Trigger can help support your organization.
Sep 22, 2022
How Accounting Firms Can Close the Gap Between Digital Spend & Performance
Accounting Firms Can Close the Gap Between Digital Spend & Performance to achieve sustained digital growth. This ...
Sep 01, 2022
The Value of Innovation
Firms that fail to innovate will stagnate. In this article Gary Shamis, Winding River Consulting's CEO, discusses the ...
Aug 29, 2022
Building The Perfect Accounting Services Page: 8 Points to Include
We’re sharing this eight-point checklist that outlines the key elements you should include on your accounting firm’s ...
Aug 24, 2022
What Does a Marketing Team Look Like?
What does a marketing team look like in leading accounting firms? What roles, responsibilities, and strategists do you ...
Aug 15, 2022
5 Questions Every Managing Partner is Asking About Outsourcing
Ilan Bernstein of Trigger unpack those five questions Managing partners ask when it comes to outsourcing as a viable, ...
Aug 02, 2022
The Great Spin-off: How Firms Can Prepare for Advisory Spin-offs
Is the accounting industry stands on the edge of a seismic shake-up with the recent advisory spin-offs at Ernst & ...
Jul 21, 2022
What to Prioritize With Digital Strategy
A digital strategy is a roadmap with multiple urgent objectives. Here is how firms decide where to focus first.
Jul 18, 2022
Transform Your Leadership with MPB | Leadership Accelerated
Transform your leadership skills with MPB | Leadership Accelerated program by Winding River Consulting. Elevate your ...
Jun 28, 2022
Winning Ways: The Accounting Profession’s Only Conference on Practice Management
Our Winning Ways conference on practice management will be held in Chicago on November 1 and 2, 2022, and will feature ...
Jun 24, 2022
Digital Strategy: What Does it Cost, and What Do You Get?
A digital strategy is what gets your team to expert levels of operating in a digital environment.
Jun 21, 2022
The Ultimate Growth Strategy Framework
It is essential to be developing and implementing a growth strategy framework, as well as assessing the framework ...
Jun 07, 2022
3 Tangible Ways to Prioritize a CRM for CPA Firms
3 Tangible ways to prioritize a CRM for CPA firms to streamline data collection and enhance client experiences.
Jun 03, 2022
Blockchain Doesn’t Matter (Hear Us Out)
As an accounting professional of any kind, you are barraged by urgent messaging all about “Web 3”, “Blockchain,” and ...
May 18, 2022
Digital Deep Dive Summit 2022
Digital Deep Dive Summit represents the best of decades of experience in this space, and the 2022 inaugural gathering ...
Apr 20, 2022
7 LinkedIn Profile Optimizations for Accounting Professionals
Your profile is the first thing people see, LinkedIn profile optimizations is where you want to start when taking on a ...
Apr 15, 2022
MPB Creates Global, Organic Movement Revolutionizing Firm Leadership
Accounting firm leaders to learning to lead with head and heart in post-pandemic world CLEVELAND, OH — March 4, 2022 — ...
Mar 03, 2022
Digital Culture at Your CPA Firm
Whether or not the term “digital culture” is part of your lexicon, these concepts and principles should be on your ...
Feb 28, 2022
The Business Discipline of Practice Growth: Behind the Accolades and Awards
My Conversation with Growth Guru Gale Crosley What does it take to be named a Most Recommended Consultant by INSIDE ...
Feb 17, 2022
The 4 Essential Types of Content for Accounting Marketing
Whatever your goal is for success, it is achievable by delivering the right content to the right people at the right ...
Feb 11, 2022
Addressing the Capacity Crisis in Pursuit of Talent
Capacity issues and the war for talent are nothing new to the accounting industry. But there is a heightening of these ...
Feb 07, 2022
Addressing Conflict as a Managing Partner
Addressing conflict as a managing partner is stressful and complicated work for any managing partner. But it is ...
Jan 31, 2022
Digital Deep Dive Launches This March
Accounting-firms’ biggest growth threat can become its biggest asset, if firms adopt it now CLEVELAND, OH — January 25, ...
Jan 31, 2022
How Digital is Changing Accounting
Digital is changing accounting and has created a whole new playing field for accounting firms to compete and grow.
Jan 28, 2022
How Do You Train a Remote or Hybrid Workforce?
It would be a mistake to view virtual training as less meaningful than in-person methods. Learn how to train a remote ...
Jan 04, 2022
Why Invest in Health and Wellness at Your Firm?
Health and wellness programs are inclusive, non-intimidating opportunities to bring people together and maximize team ...
Dec 16, 2021
Where HubSpot Fits Into Your Go-to-Market Strategy Supporting Digital Growth
Businesses of all sizes and industries are using HubSpot. Here are several reasons why it is the tool for accounting ...
Dec 07, 2021
Is Digital Transformation a Good Thing? Here’s What Your Firm Needs to Know
What does digital transformation really mean? For starters, it's more than "doing digital". Its a long term strategy ...
Nov 18, 2021
You Need More Than Marketing: You Need a Digital Strategy
It’s easy to think that “doing” digital marketing is the same as having a digital growth strategy. Here’s where most ...
Nov 16, 2021
Reinvest That PPP Windfall
Reinvest surplus PPP funds into your firm to secure long-term growth and innovation rather than distributing them as ...
Nov 15, 2021
How is the ‘Great Resignation’ Impacting Accounting Firm Marketing?
With millions of Americans quitting their jobs and millions of open positions, the Great Resignation has left few ...
Nov 02, 2021
Niche Marketing for Accounting Firms
Done right, niche marketing is a powerful and profitable move. However, there are a few things you need to understand ...
Nov 01, 2021
Yes, Your Firm Can Succeed on LinkedIn
LinkedIn is the social platform for professional relationships; active participation will elevate your firm. Learn how ...
Oct 08, 2021
3 Reasons Firms Don’t Invest in Leadership Development
Managing partners are carving hard boundary lines for new initiatives. Often placed in the extras category, is ...
Oct 07, 2021
Leadership Training: The Problem Isn’t “What,” It’s “Who”
Over the years, effort has been made by firms to invest in leadership training programs which inevitably experience a ...
Sep 01, 2021
4 Common Marketing Challenges for CPA Firms
We've work exclusively with managing partners. Our experience has lead us to identify the most common marketing ...
Sep 01, 2021
2021 Winning Ways Conference to Launch in Chicago
The Winning Ways conference is the accounting industry's newest and exclusive event for firm leaders and managing ...
Aug 02, 2021
Why Accounting Firms Need a Digital Marketing Strategy for Business Development
In case you still need convincing that your accounting firm needs a digital marketing strategy, let’s review the new ...
Jul 20, 2021