Business Development
Winding River Consulting Wins BDO Alliance Award for Outstanding Growth Strategy
Winding River Consulting has provided strategic growth services for dozens of the world’s Top 200 accounting firms. CLEVELAND, Ohio – Winding River Consulting, LLC was recognized by BDO Alliance US for its Outstanding Growth Strategy. The firm was singled out for experiencing its most successful year since it was established in 2016, doubling its workforce…
Read MoreNavigating The Return to Office vs Remote-First Dilemma
Allan Fisher is the President and Founder of Premier Financial Search, an executive recruitment firm that specializes in placing accounting and finance professionals at leading CPA firms. Many of the effects of the pandemic are now firmly in the rear view mirror for many firms, but one major issue remains: whether firms should require staff…
Read MoreThe Importance of a Digital Culture to Digital Transformation
Firms that don’t embrace digital transformation don’t just risk being left behind – they will be left behind. If your firm wants to remain competitive in the years to come, embracing digital technologies, processes, and culture is non-negotiable. While technology is a key force in any digital transformation, it’s far from the only consideration. Technology is…
Read MoreDigital 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, GA, the completely sold out conference brought together digital leaders from dozens of the nation’s top accounting firms. Participants heard from a variety of industry experts and discovered actionable strategies to…
Read MoreNoah’s Law: Build Your Ark Before the Flood
“For 40 days, the flood kept coming..and as the waters increased they lifted the ark high above the earth” Accounting firms around the nation simply have more demand than they have capacity. It’s an unsustainable and worsening situation, which places an unsustainable strain on both employee morale and client experience. What is your firm doing…
Read MorePowering Digital Transformation with Flexible Payment Options
QuickFee is an online payment platform for professional services firms. They are a Presenting Sponsor of Digital Deep Dive, the only digital summit created exclusively for the accounting industry. Today, digital transformation is a key strategic focus for every accounting firm. Firms are adopting a wide range of innovative, new technologies and experimenting with digital-first…
Read MoreWhat’s a Marketing Qualified Lead?
For accounting firms to prosper, it’s vital to invest in growth marketing and business development processes. A regular flow of new clients is an indicator of a successful firm, but the strategies required to achieve sustained success today are markedly different from those of even just a few years ago. When leveraging digital as a…
Read MoreWhat is Outsourcing?
As the accounting industry navigates a worsening talent shortage, many forward-thinking firms are redefining their approach to talent management. To attract and retain talent, managing partners are embracing new trends like hybrid work culture and rethinking the way their firm’s recruitment processes are managed. In addition to these steps, savvy firm leaders are also revisiting…
Read More3 Tangible Ways to Prioritize a CRM for CPA Firms
In today’s marketplace, every touchpoint across every prospect and client journey is data we should be collecting; whether at a networking event or opening an email newsletter or clicking on a LinkedIn Ad. The better processes we have for collecting, managing, and interpreting that data, the more strategic the action we can take to drive…
Read MoreBlockchain Doesn’t Matter (Hear Us Out)
As a firm partner or accounting professional of any kind, you are barraged by urgent messaging all about “Web 3”, “Blockchain,” and “Metaverse.” How will this emerging tech disrupt our world? Or, more specifically, the world your clients are living in? First, no one knows better than an accountant that the only two certainties in…
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