Four approaches for CPA Firms to adopt in 2021 for measurable growth
Over the last several months I’ve been using my prior experience, mostly in digital marketing and sales, to help me map out my journey at Winding River Consulting. I thought right out of the gate everyone would be ecstatic to adopt a strategy that ties marketing dollars to sales revenue…
Read MoreThree Areas Firm Leadership Must Invest in Today to be Relevant in 5 Years
Does your inability to discern the value of your website make you less likely to invest in it? Is it yielding the revenue for your firm that it should? What?! You didn’t know your website was a vehicle for revenue production? What are you using it for? As a placeholder…
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Shamis Named a “Most Influential” in Accounting
Gary Shamis named a “most influential” in accounting industry.
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Critical skills for Managing Partners to tackle uncertainty at CPA Firms
Gary Shamis CEO, Winding River Consulting Has there ever been more uncertainty related to managing your accounting firm? Any one of the many events challenging your firm by itself would be overwhelming, but one after another. We accountants like boring, but boring is a thing of the past. Not meant to…
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5 marketing priorities to keep your firm relevant
Accounting firms are challenged by marketing in the best of times — not knowing what to allocate, who to engage, or how to measure. Throw in an international pandemic, and even the best of intentions are turned upside down. Now that the initial chaos is settling down and we are…
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WRC Named to IPA ‘2020 Most Recommended Consultants’ List
Winding River Consulting is proud to be named to Inside Public Accounting‘s list of the Most Recommended Consultants for 2020. The Most Recommended Consulting Companies are designated as those that received the highest share of responses to the 2020 IPA Practice Management Survey question: “Please name up to three consultants…
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Toth joins Winding River Consulting
WRC adds consultant to address growing client needs David M. Toth has joined Winding River Consulting, effective October 1. Toth will serve as a consultant with a focus in marketing and business development. “With David’s understanding of our digital world, he brings a unique comprehension of how to close the…
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The 5 talent management shifts firms need post-COVID
Talent management shifts post pandemic
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Rethinking Team Productivity: 3 Ways Leaders Can Take Action for the Long Haul
This article appears in Accounting Today. In March, we found ourselves working from home, and optimistic for a “return to normal.” Firms had a few remote tools (like Zoom and Microsoft Teams), priorities felt clear, and we were making schedules flexible to manage the increasing demands at home. Fast forward…
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Time is running out for planning and certainty
The clock is ticking. Where is your firm headed? Part two of two. I shared my thoughts on the first two webinars in Accounting Today’s “The Pandemic and The Profession” (“The virtual workplace” as the new normal and “The crisis in industry talent”) I did with Gary Boomer, Allan Koltin,…
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