Engineering Growth, Ensuring Viability

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Timely Articles on Growth Strategy and Creating Partnerships

Leadership

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...

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...

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...

Michael Simpson Brinker

3 min read

Michael Simpson on Leadership, Innovation, and Growth at Brinker Simpson

In this episode of Making Waves, host David Toth connects with Michael Simpson, Managing Partner of Brinker Simpson, a $14 million firm making...

leadership resources in 2025

2 min read

5 Great Resources to Grow as a Leader

In 2025, strong leadership will require a proactive approach to learning, adapting, and staying ahead of industry trends. To help you build your...

innovation and strategy

5 min read

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

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

rusted advisor

4 min read

Is the Trustsed Advisor a Dead Concept - from the eyes of M.P., Brandon Hall

Recently, a friend of WRC and former client - Brandon Hall - put together his perspective on Gary Shamis's latest article around The Trusted Advisor....

elevating leadership

3 min read

Winning Ways 2024 Recap: Elevating Leadership, Driving the Future of Accounting

110 attendees come together in Chicago for the 3rd Annual Winning Ways Conference In the heart of a rapidly changing profession, where firms must...

talent and technology

4 min read

Making Waves: Ascend CEO David Wurtzbacher On Winning with Talent and Technology

In a recent episode of Making Waves, David Toth, Chief Growth Officer of Winding River Consulting, sat down with David Wurtzbacher, Founder and CEO...