Firm Growth
CAS & Outsourcing: The Perfect Match
About the Author: Ilan Bernstein is the CEO of Trigger. Ever wonder how the Dalmatian became the official dog of firehouses nationwide? We all know it as a fact but I’d bet we all don’t why and I think there’s an important lesson in there for our businesses. It’s a lesson about finding the perfect fit and function…
Read MoreThe Value of Innovation
It’s long been my view that the accounting profession is one primarily made up of followers. I don’t mean that in terms of leadership – there are plenty of fantastic leaders at firms all over the country – I mean it in terms of innovation. The majority of firms are most comfortable when they’re following a…
Read More5 Questions Every Managing Partner is Asking About Outsourcing
About the Author: Ilan Bernstein is the CEO of Trigger. Managing partners recognize outsourcing as a viable, smart business decision (and truth be told, in today’s profession is a must). There are a few standout questions we find them asking, which are important to answer before moving forward with this strategy. This article will unpack…
Read MoreWhy is Digital Strategy Important?
There is no shortage of buzz around the idea of a digital strategy. Firms are being encouraged on all sides to “embrace digital.” It is important to understand why. Why is digital strategy so important? Digital is the platform with which firms are competing. Whether websites, email campaigns, or social media, the pandemic accelerated a…
Read MoreManaging Partner Bootcamp 2022-2023
Winding River Consulting is delighted to announce that our Managing Partner Bootcamp (MPB) is scheduled out with 2022-2023 cohorts. This marks an exciting opportunity for accounting professionals to benefit from specialized leadership development training custom-built for accounting practice leaders. Did you know that 68% of CEOs admit they were not fully prepared for the job?…
Read MoreWinning Ways: The Accounting Profession’s Only Conference on Practice Management
*Updated September 7, 2022: We are excited to announce our latest addition to the agenda, our panel on outsourcing. The panel titled “Finding an Outsourcing Partner to Enhance Your Capacity and Profitability” will be hosted by session sponsors Paro.io, SurePrep, and Trigger BPO. In partnership with Koltin Consulting, Winding River Consulting is excited to announce…
Read MoreDigital Strategy: What Does it Cost, and What Do You Get?
Every firm is at a different stage on the digital growth journey. Regardless of where they are, every firm needs a strategy. You may be novice in some areas, competent in others, but the goal is to become a digital expert, AKA, a digital rainmaker. A digital strategy is what gets your team to expert…
Read MoreThe Ultimate Growth Strategy Framework
Three Pillars to Strategic Firm Growth for Accounting Professionals When was the last time you took a good hard look at your firm’s strategic growth plan? Why? Not only is it essential to be developing and implementing a growth strategy framework, but you must also assess the framework regularly to ascertain your firm is on…
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 MoreDigital Culture at Your CPA Firm
Digital culture, Digital insights, Digital strategy, Digital transformation These may feel like a litany of buzzwords, but they are, in fact, the future of your firm. The future may not be exclusively digital but it is digital-first. Firms that are on top of their game already have an eye to this and are in accelerated…
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