Digital Strategy: What Does it Cost, and What Do You Get?
Every firm is at a different stage on the digital growth journey. Regardless of where they are, every firm needs a strategy. You may be novice in some areas, competent in others, but the goal is to become a digital expert, AKA, a digital rainmaker. A digital strategy is what gets your team to expert…
The Ultimate Growth Strategy Framework
Three Pillars to Strategic Firm Growth for Accounting Professionals When was the last time you took a good hard look at your firm’s strategic growth plan? Why? Not only is it essential to be developing and implementing a growth strategy framework, but you must also assess the framework regularly to ascertain your firm is on…
3 Tangible Ways to Prioritize a CRM for CPA Firms
In today’s marketplace, every touchpoint across every prospect and client journey is data we should be collecting; whether at a networking event or opening an email newsletter or clicking on a LinkedIn Ad. The better processes we have for collecting, managing, and interpreting that data, the more strategic the action we can take to drive…
Change Management: A Leadership Skill every Managing Partner needs to Master
Change is inevitable. Great business leaders have practices in place that help them see a shift in the status quo and proactively plan for it. All too often, the world of accounting has lacked a fundamental understanding of market changes and operated in reaction mode. I think it’s time that changed, and all of the…
Blockchain Doesn’t Matter (Hear Us Out)
As a firm partner or accounting professional of any kind, you are barraged by urgent messaging all about “Web 3”, “Blockchain,” and “Metaverse.” How will this emerging tech disrupt our world? Or, more specifically, the world your clients are living in? First, no one knows better than an accountant that the only two certainties in…
Digital Deep Dive Summit 2022
At Winding River Consulting, we are always looking for fresh ways to equip and inspire managing partners, growth leaders, and leadership teams to leverage the latest in technology, strategy and tactics to grow their accounting firms. Digital Deep Dive Summit represents the best of decades of experience in this space, and the 2022 inaugural gathering…