Led by Gary Shamis, a veteran entrepreneur, business owner, and visionary, Winding River Consulting provides tailored, transformative solutions to issues confronted by firms operating in today’s uncertain climate.
He and his team of skilled professionals focus on supporting firms striving to successfully identify and attain goals of growth, productivity, and profit. Looking to take your firm to the next level?
Marketing & Business Development
Your priorities are a moving target — somewhat confusing, often complicated, and always changing. Regardless of whether your firm is in a growth spurt or stall, seeking to startup or scale up, managing partners look to the experts for generative marketing communications, client service, and business development solutions.
Winding River Consulting’s outsourced professionals are experts in the conception, implementation, and measurement of strategic services and customized projects that create tangible results to grow your firm. Whether online reputation, corporate brand, practice growth, digital marketing or service differentiation, our fractional advisors bring experience, knowledge, and impact.
Accounting Firm Consulting
Gary Shamis has a finger on the pulse of the industry, having spent two decades consulting with accounting firm leadership and running his own firm (SS&G) for 35 years. He and his team of accomplished professionals advise firms on management issues including:
- Hiring, training, and managing millennials
- Recruiting and retaining seasoned talent
- Succession planning
- Business development and firm growth
- Mergers and acquisitions
- Performance metrics
- Strategic marketing
- Information Technology
Nobody better understands the challenges of an accounting firm leader.
Managing Partner Bootcamp
Conceived of and designed by Gary Shamis, Managing Partner Bootcamp (MPB) is a comprehensive opportunity to take your firm-management skills to an elite level and revolutionize the way you think and act in your leadership role.
Whether you are a seasoned managing partner or new to the role, your willingness to engage, learn, and grow will be a game changer for you and for your firm.
Attendance is limited to an intimate group of participants engaging and interacting in a confidential setting.
In this game of high-stakes, don’t leave your results to chance. Change the way you make decisions by choosing to attend MPB. It’s not another practice management conference, it’s a ‘managing a practice seminar’ for managing partners wanting to gain competitive advantage and function at an elite level.
Turnkey Wealth Management
Winding River Consulting is here to help you prosper. That's why we've partnered with Dakota Wealth Management - to provide you a turnkey, joint venture opportunity yielding an exceptional return on investment. We've been there, we know the challenges, and we've done the diligence for you.
Having partnered with firms in markets across the U.S., Dakota has a proven track record providing cohesive, uninterrupted wealth management services to accounting firms. With multiple models to choose from, Dakota Wealth Management is positioned to become a pillar of your growth strategy. Increase client points of contact and communication, achieve mutual goals, and enjoy practice growth all under the same roof - yours.
Restaurant Board Participation
Gary Shamis has been in restaurant accounting and consulting for more than thirty years.
In SS&G’s restaurant group, he and partner Brad Saltz created one of the first successful niche practices of a non-Big Four accounting firm in the country.
His leadership secured the firm’s position as a most sought-after resource for restaurant companies in the U.S. over the last two decades. He has an innate ability to know what the industry’s needs are and pioneers ways to deliver.
Gary continues to lend his expertise, serving on the boards of leading restaurant companies and advising on financial, managerial, and operational issues related to the restaurant industry.