Join a Community of Firm Leaders! 🚨 Ben Wilson, Principal and CEO of Adams Brown, took part in MPB | Leadership Accelerated in 2020, and it’s a program that he says continues to pay dividends in his career: “The relationships you make in the program are so important: I stay in touch with the other leaders I went through the program with. The exposure I get to firms that are doing the things we want to do is so valuable.” To meet YOUR community of like-minded leaders, register for MPB | Leadership Accelerated today! https://hubs.ly/Q02Mrbwm0 #ManagingPartnerBootcamp #LeadershipDevelopment #Networking
Winding River Consulting
Accounting
Cleveland, Ohio 1,660 followers
We help CPA firm leaders identify and attain growth, productivity, & profit with innovative ideas & measurable results.
About us
Winding River Consulting leverages data-driven strategies and deep industry expertise to identify untapped growth potential, engineer growth strategy, and ensure cross-operational integration in future-minded accounting firms. 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. With a wealth of experience in firm management and the accounting industry in particular, we are adept at guiding leaders in managing people, building businesses, and ensuring long-term viability. Gary Shamis has spent two decades traveling the world consulting with accounting firm leadership. He brings deep experience, having run his own firm (SS&G) for 35 years, growing it into a Top-40 firm. Nobody better understands the challenges of an accounting firm leader. Gary has a finger on the pulse of the industry. 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, and IT. 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.
- Website
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http://www.WindingRiverConsulting.com
External link for Winding River Consulting
- Industry
- Accounting
- Company size
- 11-50 employees
- Headquarters
- Cleveland, Ohio
- Type
- Privately Held
- Founded
- 2017
- Specialties
- Accounting Firm Consulting, Managing Partner Bootcamp, Leadership Development, and Digital Strategy
Locations
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Primary
210 Bell St
Cleveland, Ohio 44022, US
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Aberdeen, Scottland, GB
Employees at Winding River Consulting
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Gary Shamis
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David Toth
Digital Advocate and Strategic Advisor for Accounting & Advisory Firms | 20 under 40 CPA Influencer | Made in Cleveland
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Nicole Shirey
Operations Administrator helping accounting and advisory firms achieve strategic growth
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Ross Henderson
Content Marketing Leader & Consultant
Updates
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In our latest podcast episode of Making Waves, David Toth sits down with Jessica Freiburg, Managing Partner of Sassetti LLC, CPAs and MPB | Leadership Accelerated alum. Jessica discusses how Sassetti, a majority women-owned firm, is taking a strategic approach to growth, covering topics such as: -Remaining independent, valuing personal client relationships and a people-centric culture -Focusing on niche markets -Expanding advisory services rather than solely increasing top-line revenue -Fostering diversity and work-life balance, contributing to its appeal and success in attracting and retaining talent Click below to read the full podcast summary and watch key highlights. https://hubs.ly/Q02Mn2ZV0 #MakingWaves #Accounting #Leadership #StrategicGrowth #DEI
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How are Whitley Penn, an IPA Top 50 firm, and Grassi Advisory Group, an IPA Top 60 firm & newly structured ESOP, tackling leadership development? Hear from two of Accounting Today's Managing Partner Elite!: 🌟 Louis Grassi, CEO of Grassi Advisory Group, Inc. 🌟 Larry Autrey CEO & Managing Partner of Whitley Penn At Winning Ways, hear from these firms and other top firms in the nation as they share what they are doing today to redefine the accounting profession and how they are building strong future leadership. 📢 More panelists will be announced soon...STAY TUNED! 📅 Date: November 7-8 📍 Location: Chicago, IL 🎟️ Register now: https://hubs.ly/Q02M1dt90 #WinningWays2024 #LeadershipDevelopment #PracticeManagement
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Is the 'Trusted Advisor' a thing of the past? 🤔 In our latest article published by Accounting Today, Gary Shamis explores the evolution of the CPA profession and whether the 'Trusted Advisor' model is still relevant. Key takeaways include: 🔹 Demand vs. Supply: A CPA shortage and changing millennial preferences are driving a shift towards outsourcing and transactional relationships. 🔹 Consolidation Impact: Large CPA firms are increasingly transactional and consolidated, resembling banks, while the "Trusted Advisor" role is becoming scarce. 🔹 Future Outlook: The "Trusted Advisor" model may become a luxury service, much like "concierge medicine," with firms potentially charging premium prices for high-value advisory services. 🔹 Strategic Insight: CPA firms should recognize the high value of "Relationship CPA" services and adjust their pricing and service models to reflect this premium position. Read the full article to learn more https://hubs.ly/Q02LMrDN0 #Accounting #TrustedAdvisor #AccountingToday #ConciergeCPA
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🌟Are You an All-Star? 🌟 How about on LinkedIn? 🙊 In today’s digital age, networking and professional growth have moved online. LinkedIn and Twitter are key platforms for executive-level engagement, with LinkedIn being the most effective for quick results with minimal content. 🌟 Take a look at David Toth's article on "7 LinkedIn Profile Optimizations" for some great advice and strategies!👇 https://lnkd.in/e_KkBz-8 #DigitalMarketing #Linkedin #DigitalGrowth #WindingRiverConsulting
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Did you see our last newsletter? If not, you're missing out on key insights and news from the Winding River team. Subscribe to Engineering Growth, our quarterly newsletter with over 4,000 subscribers, specifically designed for: - Firm leadership in the accounting profession - Marketing and growth champions - Managing Partners Our mission is to address the hottest topics facing accounting firms and inspire, educate, and share the latest industry-specific insights and solutions for adapting your firm to today's radically evolving markets. 📩 Sign up today and stay ahead of the curve! https://hubs.ly/Q02L1jTK0 #EngineeringGrowth #Innovation #Acounting #Insights
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Mark Burnette, Chief Growth Officer and Advisory Practice Leader for LBMC and MPB | Leadership Accelerated alum., shares his thoughts with David Toth on how their firm's cyber practice highlighted the need for a centralized business development (BD) function. Listen to his insights below. Join fellow accounting executives like Mark at MPB | Leadership Accelerated this Fall and become a leader of exceptional ability. Cohort 18 Dates: Session 1: October 21-23, 2024 Session 2: May 19-21, 2025 🔗 4 spots remain! Secure your spot today. https://hubs.ly/Q02Lqvtl0 #ManagingPartnerBootcamp #LeadershipDevelopment #Networking
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CAN'T MISS PANEL! 🔥 Dive into the future of accounting with a stellar lineup of trailblazers: 🌟 Lucia Valenzuela, Esq. from James Moore & Co. 🌟 Brandon Hall, CPA from Hall CPA PLLC 🌟 Drew Hendrickson, CPA, CCSFP, CIPP-US from LBMC These leaders will offer a fresh perspective on the evolving interests and expectations of today's workforce generations, highlighting the unique contributions and aspirations of new leaders. Don’t miss your chance to get inspired at Winning Ways and discover how firm leaders are redefining success in the industry. This is your front-row seat to the future! 💡 Register today. Last year the conference sold out! 🔗 https://hubs.ly/Q02Lgzbj0 #WinningWays2024 #NextGenLeaders #AccountingInnovation #PracticeManagement
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Are You Prepared to Lead? If you're looking to beef up your leadership soft skills and connect with other firm leaders in the accounting industry, join us this October for our signature program: MPB | Leadership Accelerated. Embark on a transformative program designed to elevate your leadership and strategic skills with over 140 accounting leaders graduated to date. Cohort 18: 📅 Session 1: October 21-23, 2024 📅 Session 2: May 19-21, 2025 Cohort 19: 📅 Session 1: May 19-21, 2025 📅 Session 2: October 20-22, 2025 🔗 Register Here https://hubs.ly/Q02KPx070 Secure your spot today and become part of a dynamic network of leaders committed to excellence. Let’s take your leadership journey to the next level! #Accounting #PracticeManagement #SoftSkills #LeadershipDevelopment #Networking
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Leadership Development Can't Be an Afterthought... In today's fast-paced and continually changing profession, many firms are missing out on a critical component of success: leadership development. It's often sidelined, but neglecting this crucial investment can hold your firm back. Investing in leadership development today ensures you're not just keeping up but staying ahead. Elevate your team with ongoing leadership development and watch how it transforms your firm’s potential. 🌟 Read David Toth's full article to learn more on this subject: https://hubs.ly/Q02Kzry20 #LeadershipDevelopment #AccountingLeaders #ProfessionalGrowth
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