🌟 Join us at Winning Ways 2024! 🌟 This year, we're drilling down on a crticial topic: Leadership Development In a rapidly changing industry, strong leadership is crucial. At Winning Ways 2024, gain the tools and knowledge to empower the next generation with the skills and confidence to lead effectively. Whether you're a seasoned veteran of Winning Ways or a first time attendee, this year's conference will equip you to lead with purpose and help shape the future of the profession. It's time to get serious about our people. Register Now! https://hubs.ly/Q02GF6sy0 #WinningWays2024 #LeadershipDevelopment #FutureLeaders #Accounting #ProfessionalGrowth
Winding River Consulting
Accounting
Cleveland, Ohio 1,625 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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🌐 The hybrid workplace is here to stay, and it demands a new kind of leadership. Even if most of your team is in the office daily, they expect greater flexibility to balance work and personal lives. Leaders must develop new skills to navigate this evolving landscape effectively. Discover the pitfalls to avoid and strategies to succeed in our latest blog post by Trisha Squires Daho, JD. Read more: https://hubs.ly/Q02GDTCY0 #Leadership #HybridWork #LeadershipDevelopment
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Are partner retreats still relevant? That is up to you! Trisha Squires Daho, JD shares her secrets to a transformative partner retreat that can elevate your accounting firm to new heights. How will you make your next partner retreat a game-changer? To start... - Have a clearly communicated purpose for your retreat - Involve your key team members - Address significant issues and opportunities within the firm - Allocate time for major discussions - Engage a skilled facilitator - Foster a culture of accountability https://hubs.ly/Q02G1BSg0 #Leadership #PartnerRetreats #TeamBuilding
Are Partner Retreats Still Relevant? A Guide to Making Them Really Count
windingriverconsulting.com
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As accounting firms continue to explore AI's potential, the focus remains on building a better future for the industry and the clients. Matthew Becker, BDO's national managing principal of tax, and David Toth, CGO, of Winding River Consulting, came together to discuss how industry leaders who are embracing innovation can drive growth, efficiency, and client satisfaction. Key topics include: ✔️Generative AI and Tools ✔️Strategic Integration ✔️Client-Centric Innovation ✔️Standardization for Success Are you building a better future for your firm? Read the full article below👇: #ai #digitaltransformation
AI is transforming the accounting industry. David Toth and I teamed up to discuss how leading firms like BDO USA are integrating cutting-edge AI technologies to enhance client services, streamline operations, and boost efficiency. #ArtificialIntelligence #TaxPros
Perspectives from the Profession: BDO's Tax Practice Leverages AI To Boost Efficiency, Quality - Inside Public Accounting
https://insidepublicaccounting.com
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“People are at the heart of everything we do." -Laura Sprouse David Toth had the pleasure of speaking with Laura Sprouse, the newly appointed CEO of Brown Edwards. Laura's journey to the top is anything but traditional, and her 26 years of diverse experience at the firm make her the perfect fit for this role. Starting in audit and tax to building Brown Edwards’ technology advisory business, and most recently serving as COO, Laura has seen it all. Under her leadership alongside Jason Hartman, the firm has grown from $25 million to $86 million! Read the full article to discover how Laura leverages a people-first approach and technology to drive growth and improve client and employee experiences. https://hubs.ly/Q02FzzX20 #accounting #firmgrowth #culture
Brown Edwards’ New CEO Laura Sprouse on the Power of Putting People First
windingriverconsulting.com
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"One flag, one land, one heart, one hand, One Nation evermore!" - Oliver Wendell Holmes Today, we celebrate the freedom and opportunities that define our nation. Wishing everyone a joyful and safe holiday filled with family, friends, and fireworks. Happy 4th of July from the WRC Team. #HappyFourthofJuly
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Is your company in good shape? Encouraging employees to prioritize their well-being can lead to increased resilience, productivity, and engagement, fostering a more harmonious workplace environment. Join our MPB | Leadership Accelerated course "Self-Care and Energy Management" to learn how adopting a wellness-focused mindset can benefit both personal and professional life. Training specialist Matt Terlop will share valuable insights on: - Boosting productivity - Improving employee engagement - Reducing stress - Enhancing job satisfaction - Strengthening team dynamics Discover more about the Self-Care and Energy Management learning objectives in the image below. For more information on MPB | Leadership Accelerated https://hubs.ly/Q02DMdMM0 #MPB #wellness #fitness
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🎉 ITS A HIT! Basic Training Bootcamp is officially SOLD OUT! We are truly grateful for the overwhelming support and interest in our new leadership development master class for new partners. Thank you for choosing WRC to be a part of your firm's leadership growth journey. To stay in the know about dates for our 2025 cohorts, click the link below: https://hubs.ly/Q02Drqq10 #accounting #leadership #professionaldevelopment
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🔍 Breaking News: One-third of the largest U.S. accounting firms are currently in acquisition talks with private equity firms, according to a recent article on NYSSCPA. This trend highlights the growing interest from PE investors seeking to capitalize on the stable and steady returns of accounting firms, amidst a rapidly evolving industry landscape putting pressure on firms to invest heavily in technology, people, etc.... 📈 As consolidation and M&A activities continue to dominate the accounting world, proactive leadership and strategic growth plans become essential. Explore more about this trend here: https://hubs.ly/Q02DnH0x0 #privateequity #mergersandacquisitions #stayingindependent
NYSSCPA | The New York State Society of CPAs
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📣 Last call: ONLY 4 SEATS REMAIN! Seats for our inaugural Basic Training Bootcamp are going fast. Within two weeks of its launch, the program has almost sold out. The most innovative firms are supporting their younger, next-gen partners to unlock their leadership potential, is your firm one of them? If your firm has partners interested in attending, encourage them to register today before we reach full capacity. Secure your spot below: https://hubs.ly/Q02CTrNh0 #accounting #professionaldevelopment #leadershipdevelopment
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