Engineering Growth, Ensuring Viability

Our Blog

Timely Articles on Growth Strategy and Creating Partnerships

staying indepndent with PE

Can Accounting Firms Stay Independent or Will PE Win?

Is independence still a viable path for accounting firms, or is private equity inevitable? In this insightful conversation, Gary Shamis, founder of...

navigate the future of accounting

3 min read

Is Your Firm Equipped to Navigate the Future?

As accounting firms gear up for another busy season, there’s one question that leaders should be asking themselves: Is your firm ready to meet the...

Gen Z Onboarding

3 min read

The GenZ Onboarding Gap: How to Manage It So New Hires Flourish Fast

The industry is changing rapidly, with PE, AI, and offshoring in the picture as long-time fixtures here to stay. But also, GenZ has officially...

From $225K to $100M: The CPA Firm Blueprint for Advisory Services That Scale - Gary Shamis

1 min read

How Gary Shamis Built a $100M CPA Firm: Lessons in Growth, Strategy, and Sustainability

Gary Shamis' journey from a small $225K CPA firm to a powerhouse worth $100M is nothing short of remarkable. His story offers invaluable lessons for...

overcoming procrastination

2 min read

Overcoming Procrastination

“We are all procrastinators.” I heard a managing partner say this about himself and his partners the other day. He’s not alone – we see it across our...

Michael Simpson Brinker

3 min read

Michael Simpson on Leadership, Innovation, and Growth at Brinker Simpson

In this episode of Making Waves, host David Toth connects with Michael Simpson, Managing Partner of Brinker Simpson, a $14 million firm making...

leadership resources in 2025

2 min read

5 Great Resources to Grow as a Leader

In 2025, strong leadership will require a proactive approach to learning, adapting, and staying ahead of industry trends. To help you build your...

Change Management: A Leadership Skill every Managing Partner needs to Master

4 min read

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...

Exploring PE Options

4 min read

Perspectives from the Profession: Exploring Your PE Options

Recent years have seen waves of private equity investment into our industry. These days, it seems there’s a new deal announced every week. Countless...