Are You Digital-Ready for 2025? 🌐 The future of professional services is here, and it's digital. By 2025, over one-third of firms predict that at least 75% of their revenue will come from digital technology—an exponential leap from where we are today. 📊 Is your firm prepared for this shift? 🔑 How to ensure your firm is ready for the digital revolution: 🔥 Invest in Unified Technology Platforms: Transform technology from a tool to your business backbone. AI, machine learning, and analytics are essential to staying competitive. 🔥 Leverage Data: Unify your data and gain insights that drive smarter decisions and tailored client solutions. 🔥 Empower Your People: Digital transformation requires a workforce that is adaptable and engaged. Invest in your team to stay ahead of the competition. 🔥 Adopt a Holistic Approach: Streamline systems and strategies to provide seamless, value-driven experiences for clients. 📅 Join us at Digital Deep Dive 2025! Get the insights, strategies, and connections you need to thrive in the digital-first future. 📍 April 2-3, 2025 📍 Chicago, IL Don’t miss out—Save Your Spot Now! 🔗 https://hubs.ly/Q02_-6hF0 #DigitalTransformation #Leadership #TechInnovation #ProfessionalServices #Growth #DigitalDeepDive2025 #FutureReady #DataDriven
Winding River Consulting
Accounting
Cleveland, Ohio 2,213 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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Scott J. Allen, Ph.D.
Leadership Development Consultant | Instructor | Speaker | Author | Podcaster
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Gary Shamis
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David Toth
Firm Growth Architect & Strategic Advisor | Digital Demand Expert | Leadership Coach | Dynamic Facilitator & Speaker | Made in CLE
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Teri (Martello) Schaffer
Leadership Consultant, Winding River Consulting
Updates
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Digital Deep Dive 2025 is heading to Chicago! 🌆✨ Join industry leaders and digital transformation experts as they explore cutting-edge trends, tools, and strategies shaping the future of business. From digital growth to groundbreaking AI advancements, you’ll walk away inspired and empowered. This event is more than just a conference—it’s an experience our past participants can’t stop raving about! Read what JoLayna Arndt from JLK Rosenberger LLP CPAs has to say below! Seats are limited—secure your spot today! https://hubs.ly/Q02_Dkkb0 #DigitalDeepDive #DigitalTransformation #Innovation #Growth
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Is your firm ready to thrive in the digital age? ⚡️ In today’s fast-changing world, a strong digital strategy isn’t optional—it’s essential. But knowing when and how to invest in digital transformation can be challenging. 💡 In David Toth's latest article, you’ll learn: ✔️ When to invest in a digital strategy ✔️ The four critical components of a digital strategy ✔️ How to effectively execute your strategy on an ongoing basis Start your firm’s journey toward digital mastery by reading this article now: https://hubs.ly/Q02-JYM20 #DigitalStrategy #FirmLeadership #AccountingInnovation #Accounting
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Will your firm THRIVE in a digitally driven world? Join fellow marketing and growth leaders at the 2025 Digital Deep Dive Summit! Over two transformative days, you’ll dive into cutting-edge insights, learn from trailblazing experts, and collaborate with innovators who share your commitment to digital growth. 👉 Dates: April 2-3, 2025 👉 Location: Loews Chicago O'Hare Hotel 👉 Learn More! https://hubs.ly/Q02_87pK0 #DigitalGrowth #DigitalStrategy #DigitalDeepDive #DDD2025 #AAM
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🎉We are thrilled to share that Gary Shamis has been chosen as one of Accounting Today's Top 100 Most Influential People in Accounting! After an extraordinary four-decade tenure at the helm of SS&G, Gary launched Winding River Consulting in 2016, channeling his unparalleled expertise into empowering firms and executives worldwide. He has made a significant impact on the industry by developing transformative leadership programs, hosting premier conferences, and advising accounting firms across the country on pivotal strategic decisions. Thank you, Gary, for your tireless dedication and significant contributions to shaping the future of accounting. Congratulations on this well-earned honor! 🎉👏 📖Read the article here: https://hubs.ly/Q02_1C-L0 #AccountingToday #InfluentialPeople #Leadership
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What’s one trait all successful accounting firms have in common? Strong leadership. Developing the next generation of leaders is a defining topic at every firm. At Winding River Consulting, leadership development is one of our central priorities, and we’re always eager to hear what leaders across our industry have to say. Get insights from Michael Horwitz, Gwen Swigart Nichols CPA, Ben Wilson, Tom Barry, Tim Petrey, CPA, CGMA, Jessica Freiburg, and David Wurtzbacher about how they’re approaching leadership development in their firms. Whether you’re an emerging leader or a seasoned partner, these insights will inspire you to take your team—and your firm—to the next level. 🔗 Watch now:https://hubs.ly/Q02-JNrz0
Accounting Needs LEADERS - Perspectives from Firm Leaders
https://www.youtube.com/
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Is your firm equipped to stay independent? In today’s rapidly consolidating market, leaders face tough decisions. With an unprecedented wave of PE activity, staying independent requires more than just determination—it takes strategy. In this article, Gary Shamis and David Toth explore key questions every firm should be asking itself, including: ✅ Is your partnership group aligned on the firm's long-term vision? ✅ Do you have a strong bench of emerging leaders that can deliver future success? ✅ Is your Managing Partner a commanding leader surrounded by a strong team? 🔗 Read the full article here: https://hubs.ly/Q02-JM780 #FirmIndependence #AccountingLeadership #PrivateEquity #GrowthStrategies
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How did Ascend CEO David Wurtzbacher take his firm from zero to one of the Top 30 CPA firms in just two years? 💡 It wasn’t luck—it was a bold mix of strategic leadership, innovative technology, and a people-first approach. In this exclusive interview, David reveals: 👉 The leadership shift redefining the accounting profession. 👉 Why talent and technology are the ultimate growth accelerators. 👉 How firms can embrace change and thrive in today’s market. Curious about the future of accounting leadership? Don’t miss these game-changing insights. 📖 Read now: https://lnkd.in/efrh2QGr #AccountingInnovation #LeadershipInsights #WinningWithTalent #privateequity #PE #makingwaves
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Being a partner at an accounting firm is about more than technical expertise—it's about mastering the art of leadership. Basic Training Bootcamp equips newer partners and leaders with the skills to thrive by focusing on the three core pillars of success: ✨ Growing People – Empower your team to excel and create a culture of growth. 🤝 Managing Clients – Build stronger relationships and deliver unparalleled value. 📈 Building a Practice – Drive firm growth and position yourself as a true leader. Join us for a transformative experience that prepares you to lead with confidence and purpose. 📅 2025 Registration Open! https://hubs.ly/Q02ZBRbS0 #LeadershipDevelopment #AccountingLeadership #NewPartners #BasicTrainingBootcamp
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Winding River Consulting Crisis Communication Consultant Bruce Hennes emphasizes the importance of having a crisis plan before disaster strikes. The key to surviving any crisis is preparation—being proactive, not reactive. Whether it's a public relations issue or a full-blown emergency, having a solid strategy can make all the difference. Read Bruce's insights on how to build an effective crisis communication plan here: https://hubs.ly/Q02ZBWxs0 #CrisisCommunications #PublicRelations #ReputationManagement