Digital 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…
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…
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…
Read MoreChange Management: A Leadership Skill every Managing Partner needs to Master
Change is inevitable. Great business leaders have practices in place that help them see a shift in the status quo and proactively plan for it. All too often, the world of accounting has lacked a fundamental understanding of market changes and operated in reaction mode. I think it’s time that…
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…
Read MoreDigital Deep Dive Summit 2022
At Winding River Consulting, we are always looking for fresh ways to equip and inspire managing partners, growth leaders, and leadership teams to leverage the latest in technology, strategy and tactics to grow their accounting firms. Digital Deep Dive Summit represents the best of decades of experience in this space,…
Read More7 LinkedIn Profile Optimizations for Accounting Professionals
Social engagement is part of any solid digital marketing strategy leading to successful professional and firm growth. Every business is built on the strength of personal connections. It’s important to understand that much of what used to happen in conferences, on the golf course, and at networking events is now…
Read MoreMPB Creates Global, Organic Movement Revolutionizing Firm Leadership
Accounting firm leaders to learning to lead with head and heart in post-pandemic world CLEVELAND, OH — March 4, 2022 — For the majority of accounting firm managing partners, learning to lead is trial by fire. There is no organized classroom or detailed playbook with which to prepare. They just…
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…
Read MoreThe Business Discipline of Practice Growth: Behind the Accolades and Awards
My Conversation with Growth Guru Gale Crosley What does it take to be named a Most Recommended Consultant by INSIDE Public Accounting for 16 years, and one of the 100 Most Influential People in Accounting by Accounting Today for the past 15 years? To find out, I asked someone who’s…
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