Engineering Growth, Ensuring Viability

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Timely Articles on Growth Strategy and Creating Partnerships

Accounting (2)

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...

stand out

3 min read

The Myth of Differentiation — How CPA Firms Can Stand Out in a Crowded Market

"What is your firm's special sauce?" Welcome to another edition of Growth with Toth, where we explore strategies for leadership, growth, and success...

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...