Engineering Growth, Ensuring Viability

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Timely Articles on Growth Strategy and Creating Partnerships

Evolving Accounting Firm Culture

3 min read

Evolving Accounting Firm Culture

In the fast-paced and competitive world of accounting, attracting and retaining talented professionals is essential for the growth and success of...

From growth strategies to bold industry predictions — this episode is packed with insights every accounting and professional services leader needs.   Join Kunal Mehra, Managing Partner & Co-Founder, SW India, as he sits down with Gary Shamis, CEO of Winding River Consulting, to unpack the future of CPA firms, the rise of digital transformation, the role of technology, and the leadership mindset required to stay ahead in a rapidly evolving profession.   Whether you're a CPA, firm leader, entrepreneur, or industry professional, this conversation offers sharp, actionable takeaways to fuel your growth journey.

Future CPA Playbook: Growth, Innovation & What’s Next

From growth strategies to bold industry predictions — this episode is packed with insights every accounting and professional services leader needs....

2025 Winning Ways Recap Blog

3 min read

Winning Ways 2025 Recap: Controlling your Firms Destiny

This year’s Winning Ways conference brought together some of the most forward-thinking leaders in accounting for two days of honest conversations,...

Advisory J-Curve

4 min read

Building an Advisory Practice Requires Enduring the J-Curve

Every accounting firm wants advisory revenue. The data confirms it: 80% of firms report increasing client demand for financial planning and business...

Evolving Accounting Firm Culture

2 min read

How To Deliver Bad News

Ever had to fire a client or an employee? Maybe you were elected to tell someone that they didn’t get the promotion they were working towards? How...

Evolving Accounting Firm Culture

4 min read

Perspectives from the Profession: A Future Leaders Framework to Ensure Accounting Firm Succession

This article originally appeared here on Inside Public Accounting. If you are sick of hearing about firms looking for ways to stay independent,...

rethinking the accounting talent mix in age of AI

6 min read

Rethinking the Accounting Talent Mix in the Age of AI

The traditional accounting firm structure, based on a pyramid of leverage with junior staff feeding work to senior partners, is becoming increasingly...

Strategic framework for AI Success

4 min read

Define, Design, Deploy: A Strategic Framework for AI Success in CPA Firms

For managing partners, the AI question is no longer “if” but “how”—how to turn investment into measurable value without disrupting firm culture. In...

the key to cross selling

4 min read

The Key to Cross-Selling CPA Services? Being Client Centric

To successfully serve clients with multidisciplinary solutions, firms must deliver value the way clients want to experience it—at the center....