Engineering Growth, Ensuring Viability

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Timely Articles on Growth Strategy and Creating Partnerships

Growth Strategy (2)

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...

Jessica Freiburg

4 min read

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

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

Michael Horwitz

5 min read

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

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

Millenials Header

6 min read

Navigating Millennials in Today’s Workplace

In today's rapidly evolving workforce, Millennials, also known as Generation Y, have emerged as a dominant force, especially within accounting firms....

the future

2 min read

Build a Great Business and Your Firm Controls the Future

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...

Header image

5 min read

Aprio's Tommy Lee on The Keys to Growth: Strategic Partnerships and Innovation

In a recent conversation, David Toth, Chief Growth Officer of Winding River Consulting, sat down with Tommy Lee, CPA and Partner-in-Charge,...

staying independent

4 min read

Is Your Firm Ready to Stay Independent?

Reprinted with permission from Accounting Today. Recent years have seen a wave of disruption in the accounting profession. M&A activity has...

digital strategy rain

2 min read

Cultivating Consistency: The Secret Weapon for Digital Rainmakers

Maintaining a healthy pipeline in the midst of client demands and busy lives can feel like an uphill battle. But when it comes to driving digital...

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...