3 min read
Brandon Ferris: Feb 18, 2025
Welcome to the partnership table—where the stakes are higher, the coffee is stronger, and the decisions are bigger. You’ve officially earned your...
2 min read
Teri Schaffer: Jan 22, 2025
“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...
4 min read
David Toth: Nov 11, 2024
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...
2 min read
David Toth: Jul 23, 2024
Leveraging Digital Innovation to Transform Prospects into Profitable Relationships As CPA firms increasingly transition to a digital-first...
3 min read
David Toth: Jun 29, 2024
In a recent conversation, David Toth, Chief Growth Officer of Winding River Consulting, sat down with Laura Sprouse, CEO of Brown Edwards and MPB |...
1 min read
David Toth: Feb 02, 2024
One of the most frequent complaints from clients about their experience with their CPA is communication and responsiveness. Gone are the days of...
3 min read
David Toth: Sep 01, 2023
In our ongoing pursuit of understanding how culture impacts sales organizations within the realm of accounting firms, we had the privilege of...
5 min read
David Toth: Apr 17, 2023
Last month saw the return of the popular Digital Deep Dive Summit: the only digital summit created exclusively for accounting firms. Held in Atlanta,...
4 min read
As a marketing consultant who works with high-growth accounting firms, I hear the term “client experience” or CX for short, with increasing...
