Our Blog

PE Disruption in Accounting: What Leaders Need to Know

Gary Shamis: Feb 14, 2025

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

1 min read

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

Gary Shamis: Jan 23, 2025

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...

5 min read

Josh Beck on Pairing Innovation with a People-First Strategic Growth

David Toth: Dec 13, 2024

In a recent episode of Making Waves, David Toth, Chief Growth Officer of Winding River Consulting, sat down with Josh Beck, Managing Partner at...

2 min read

Balancing Culture and Growth in Accounting Firms

Brandon Ferris: Nov 13, 2024

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

3 min read

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

David Toth: Oct 01, 2024

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

4 min read

Sassetti’s Jessica Freiburg On Strategic Growth as an Independent, Women-Owned Firm

David Toth: Aug 16, 2024

In a recent episode of Making Waves, David Toth, Chief Growth Officer of Winding River Consulting, sat down with Jessica Freiburg, Managing Partner...

5 min read

BDO Alliance Executive Director Michael Horwitz on Helping Accountants Expand Their Networks

David Toth: Jul 25, 2024

In a recent conversation, David Toth, Chief Growth Officer of Winding River Consulting, sat down with Michael Horwitz, Executive Director of BDO...

2 min read

Build a Great Business and Your Firm Controls the Future

David Toth: Jun 11, 2024

Every firm has three options today: merge up, sell to PE, or stay independent. The firms in control of these options are the ones building a great...

6 min read

HD Growth Partners’ Tim Petrey on Scaling a People-First Firm with PE

David Toth: May 03, 2024

In a recent conversation, David Toth, Chief Growth Officer of Winding River Consulting, sat down with Tim Petrey, Managing Partner of HD Growth...