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Timely Articles on Growth Strategy and Creating Partnerships

PE History

4 min read

PE Investments Into Accounting Firms: Is History Repeating Itself?

Reprinted with permission from Accounting Today. In recent months, we have seen much written about the growing involvement of private equity firms in...

essential steps when making partner

5 min read

5 Essential Steps to Take After Making Partner at an Accounting Firm

Becoming a partner at an accounting firm isn't just a career milestone—it's a transformative leap that redefines your professional identity. While it...

Scott Allen

1 min read

Scott Allen Joins Winding River as Leadership Consultant

Firm Deepening Leadership Development with Expert on Executive Education CLEVELAND, OH (Sept. 19, 2024) – Winding River Consulting, LLC is proud to...

Teri Schaffer Joins WRC

1 min read

Teri Schaffer Joins Winding River as Leadership Consultant

Firm expanding leadership and professional development offerings CLEVELAND, OH (September 12, 2024) – Winding River Consulting, LLC is thrilled to...

Capacity Without People

2 min read

Building Firm Capacity Without People: Navigating the Talent Crisis in Accounting

The accounting industry is facing a profound challenge: a talent crisis that’s reshaping the landscape of firm operations and growth. Each year,...

Partner Criteria

5 min read

So, What Makes a Partner? Establishing Criteria for Partnership in an Accounting Firm

Over the years, I’ve consulted with numerous accounting firms, and a recurring theme is the lack of clear and transparent criteria for becoming a...

cover image - trusted advisor

2 min read

Is the 'Trusted Advisor' a Thing of the Past?

Reprinted with permission from Accounting Today When the CPA profession was born many years ago, we started as bookkeepers, tax preparers and...

Jessica Freiburg

4 min read

Sassetti’s Jessica Freiburg On Strategic Growth as an Independent, Women-Owned Firm

In a recent episode of Making Waves, David Toth, Chief Growth Officer of Winding River Consulting, sat down with Jessica Freiburg, Managing Partner...

Michael Horwitz

5 min read

BDO Alliance Executive Director Michael Horwitz on Helping Accountants Expand Their Networks

In a recent conversation, David Toth, Chief Growth Officer of Winding River Consulting, sat down with Michael Horwitz, Executive Director of BDO...