Resources and Insights for firm leaders — in every format.

Podcast

PE Disruption in Accounting

Explore how private equity is reshaping the accounting industry, with insights on adaptation, leadership, and strategic planning from industry experts.

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Podcast

From $225K to $100M: The CPA Firm Blueprint for Advisory Services That Scale - Gary Shamis

Get inspired by the incredible journey of Gary Shamis, who scaled his CPA firm from a modest $225K to a staggering $100M enterprise. In this episode of Building the Premier Accounting Firm, we ...

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Podcast

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

Explore Michael Simpson's leadership at Brinker Simpson, focusing on innovation, talent development, and strategic growth. Learn how he's driving success by balancing legacy and forward-thinking ...

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Podcast

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

Josh Beck discusses how innovation and a people-first approach have driven MarksNelson Advisory's strategic growth from $15m to $40m, and the firm's future with private equity investment.

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Podcast

Ascend CEO David Wurtzbacher On Winning with Talent and Technology

How does a firm go from zero to one of the Top 30 CPA firms in the nation within two years? It’s a question that only David Wurtzbacher, CEO of Ascend, can answer.

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Podcast

Less Taxing: How Nichols & Company CEO Gwen Nichols Is Building a Better Model for Small Firms

Discover how Gwen Nichols is transforming Nichols & Company by focusing on leadership development, innovative hiring, and a unique firm culture to better serve small businesses.

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Book

Building Blocks

In Building Blocks, award-winning serial entrepreneur and business consultant Gary Shamis takes you through his own journey of building eight highly innovative ventures to impart a lifetime of ...

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Podcast

Sassetti’s Jessica Freiburg On Strategic Growth as an Independent, Women-Owned Firm

Discover how Jessica Freiburg of Sassetti navigates strategic growth as a women-owned firm in the accounting industry. Learn about her unique approach to client services and sustaining a people-first ...

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Podcast

BDO Alliance Executive Director Michael Horwitz on Helping Accountants Expand Their Networks

Discover how BDO Alliance Executive Director Michael Horwitz is helping accountants expand their networks, embrace technology, explore new governance options, and develop long-term growth strategies.

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eBook

Modern Accounting eBook Series

To achieve business success, you have to have more than a vision - you need inherent passion and a tangible strategy. In Building Blocks, award-winning serial entrepreneur and business consultant ...

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Podcast

The Power of Putting People First.

Discover how Laura Sprouse, the new CEO of Brown Edwards, leverages a people-first approach and technology to drive growth and improve client and employee experiences.

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Podcast

Aprio's Tommy Lee on The Keys to Growth: Strategic Partnerships and Innovation

Discover insights from Tommy Lee, CPA and Partner-in-Charge at Aprio, on growing a successful hospitality practice, overcoming challenges, and leveraging AI and intentional growth culture.

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Podcast

Amplify! The Podcast for Accounting Firm Growth – Episode 1 with David Toth

Learn about the entire digital lead generation process from David Toth of Winding River Consulting in this first episode of the latest season of the Association for Accounting Marketing’s (AAM) ...

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Podcast

HD Growth Partners’ Tim Petrey on Scaling a People-First Firm with PE

Learn how Tim Petrey of HD Growth Partners scaled his people-first firm with private equity, sharing insights on growth strategies and leadership development.

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eBook

The Hybrid Workplace

2020. A year eagerly awaited because it sounded like it would be powerful; have vision. And it was and it did - just not in the way anyone expected. We learned some important things about ourselves ...

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Podcast

Remaining Fiercely Independent

Discover how GHJ's Managing Partner, Tom Barry, navigates strategic growth while remaining fiercely independent in the evolving accounting industry. Learn about their intentional approach and key ...

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Podcast

Embracing Change

In a recent conversation, David Toth, Chief Growth Officer of Winding River Consulting, sat down with Eric Majchrzak, CEO and Principal of BeachFleischman and Managing Partner Bootcamp alumni. Below ...

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Guide

LinkedIn for Business Development

Since launching nearly two decades ago, LinkedIn is still the primary social media network for the business world. Investing in LinkedIn is the right step for accounting firms implementing a holistic ...

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Podcast

Mastering a Sales Organization

In our ongoing pursuit of understanding how culture impacts sales organizations within the realm of accounting firms, we had the privilege of engaging in a conversation with Mark Burnette from LBMC. ...

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Whitepaper

Digital Rainmaker

As the accounting industry evolves in response to the 4th Industrial Revolution (Allan Koltin), CPA firms are being challenged to rethink how they drive new business. Firms that succeed in this new ...

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Podcast

Bringing Intentionality to Culture

We sat down with Ben Wilson, Managing Partner and CEO of Adams Brown and MPB | Leadership Accelerated alumni. Below is a summary of their conversation.

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Book

Stratagem: Simple, Effective Strategic Planning for Your Business and Your Life

Stratagem is a different kind of strategic planning tool. It gives owners and executives a different approach to thinking about their business today and in the future. It provides leaders with an ...

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Guide

Setting Up Google Analytics 4

If you’re a marketer or a website owner, you’ve probably used Universal Analytics to track your website’s performance. However, the game has changed with the introduction of Google Analytics 4 (GA4).

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