4 min read
Strategic Optionality: Preserving Choice for the Future of CPA Firms
The profession’s future won’t be defined by a single ownership model—it’ll be defined by whether firm leaders shape their own paths or allow...
Brian is a seasoned CPA firm leader and strategist with decades of experience driving transformation across professional services. A former Chief Growth Officer at Wipfli, he now advises firms and PE groups on leadership alignment, M&A integration, and sustainable, people-first strategy.
4 min read
The profession’s future won’t be defined by a single ownership model—it’ll be defined by whether firm leaders shape their own paths or allow...
5 min read
In a recent episode of Amplify, the podcast from the Association for Accounting Marketing, Brian Blaha, Chief Strategy Officer of Winding River...
5 min read
Brian Blaha, CPA, Vice President and Chief Strategy Officer at Winding River Consulting, joins host Rob Brown on the Inside Public Accounting Podcast...
3 min read
The private equity wave reshaping the accounting profession shows no signs of slowing. Over the past five years, sponsors have acquired stakes in...
5 min read
The framework for building an enterprise value model in an accounting firm is only the starting point to maintaining its strategic optionality. Even...
4 min read
Every accounting firm wants advisory revenue. The data confirms it: 80% of firms report increasing client demand for financial planning and business...
4 min read
For managing partners, the AI question is no longer “if” but “how”—how to turn investment into measurable value without disrupting firm culture. In...
4 min read
To successfully serve clients with multidisciplinary solutions, firms must deliver value the way clients want to experience it—at the center....
6 min read
Generative AI is no longer theoretical: it’s already reshaping the accounting profession. Tax software vendors are embedding AI copilots, Big 4 firms...