Engineering Growth, Ensuring Viability

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Timely Articles on Growth Strategy and Creating Partnerships

Clients

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...

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...

clicks to clients

2 min read

From Clicks to Clients: Enhancing Digital Sales Conversions for CPA Firms

Leveraging Digital Innovation to Transform Prospects into Profitable Relationships As CPA firms increasingly transition to a digital-first...

Laura Sprouse

3 min read

Brown Edwards’ New CEO Laura Sprouse on the Power of Putting People First

In a recent conversation, David Toth, Chief Growth Officer of Winding River Consulting, sat down with Laura Sprouse, CEO of Brown Edwards and MPB |...

CX

1 min read

It’s Time to Introduce Your Accounting Firm's Secret Weapon: The Client Success Manager

One of the most frequent complaints from clients about their experience with their CPA is communication and responsiveness. Gone are the days of...

sales orgasnization

3 min read

Mastering a Sales Organization in a CPA & Advisory Firm: Insights from Mark Burnette at LBMC

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

Digital Deep Dive Summit 2023: A Recap

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

Getting Started with a Client Experience Program

As a marketing consultant who works with high-growth accounting firms, I hear the term “client experience” or CX for short, with increasing...