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Timely Articles on Growth Strategy and Creating Partnerships

Accounting

Biggest Mistakes New Partners Make

3 min read

The Biggest Mistakes New Partners Make and How to Overcome Them

Welcome to the partnership table—where the stakes are higher, the coffee is stronger, and the decisions are bigger. You’ve officially earned your...

PE Disruption

PE Disruption in Accounting: What Leaders Need to Know

Private equity is transforming the accounting industry, reshaping mergers and acquisitions, and presenting both challenges and opportunities for...

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...

culture and growth

2 min read

Balancing Culture and Growth in Accounting Firms

Accounting firms today face a pivotal decision: pursue aggressive growth or preserve the unique culture that has fueled their success. As firms...

Less Taxing

4 min read

Less Taxing: How Nichols & Company CEO Gwen Nichols Is Building a Better Model for Small Firms

In a recent episode of Making Waves, David Toth, Chief Growth Officer of Winding River Consulting, sat down with Gwen Nichols, Owner & CEO of Nichols...

retaining talent vs. retaining people

3 min read

Retaining Talent vs. Retaining People

One of the toughest challenges in any organization, particularly in our industry, is understanding the difference between retaining talent and...