Gary Shamis, Principal at Winding River Consulting, has had a lifelong career in accounting, growing his father’s accounting firm from $225,000 in revenues to approximately $100 million. He built the 37th largest independent accounting and consulting firm in the nation before combining SS&G, Inc. with BDO USA, LLC in 2014. Tune in and hear Gary talk about why execution is harder than strategy, how developing niches can include both services and industries, and why scooping up talent when you find them is critical to success. Gary S. Shamis, M.Acc, Principal Winding River Consulting Twitter ..read more

Join host Hugh Duffy as he has a conversation with Allan Koltin, CEO of Koltin Consulting Group. Koltin is a nationally recognized speaker and industry analyst. He has appeared on numerous local and national media platforms, spreading his industry expertise. The two discuss various topics, focusing heavily on the future of the business. Which strategies will work long-term? Which ones are already being left behind? Join us! Allan D. Koltin, CPA, CGMATwitter I LinkedIn I Website For twenty consecutive years, Allan has been named by Accounting Today as one of the Top 100 Most Influential People ..read more

Want to know about the craft beer and local wine and food industries? Then don't miss this episode! Join host Hugh Duffy as he talks with Corey Lord, Lord CPAs. The two discuss how he got started in this unique niche. What are some of the pressure points in those businesses? And what are some of his goals for the future?  Corey Lord, Lord CPAsTwitter I Facebook I Website Corey is the CEO and a Client Ally at Lord CPAs. Corey took over Lord CPAs from his father in 2010 and has since transformed the firm from a traditional tax-focused firm to an advisory and consultancy firm for craft food ..read more

Want to know about the tax credit business in the film industry? Then don't miss this episode! Join host Hugh Duffy as he talks with Irene Waschler, Waschler CPA, LLC. The two discuss how she got started in this field. What are some of the challenges she faces? What marketing strategies have worked for her? Also, what does the future look like for Waschler CPA? Irene Waschler, Waschler CPA, LLCTwitter I Website I Irene Wachsler is a Certified Public Accountant specializing in accounting and tax solutions for small businesses, self-employed individuals, nonprofits, and the film and entertainmen ..read more

Would you leave a safe and comfortable controller position at a large company to start your own CPA firm? That’s what Luke Gheen, founder of Gheen & Co. in Colorado Springs, did – in his early 30s and without any public accounting experience. In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks with Luke about his decision to strike out on his own, the challenges he faced and how he landed many of his clients because of unsatisfactory service. “There is a such a need in the accounting industry,” he says. “A large majority of clients are coming from a place where they’ve b ..read more

Want to know the latest on the E-Commerce space? Then don't miss this episode! Join host Hugh Duffy as he talks with Marilyn Parham, Founder and CEO of The Bottom Line® CPA, about the opportunities and challenges in E-Commerce. Parham explains the importance of finding a niche and mastering it and that's how she discovered the E-Commerce community. Tune into why she started their own Amazon channel to sell products as well. Marilyn Parham, Founder and CEO of The Bottom Line® CPA Facebook (Bottom Line) I Facebook (ProfitHERO) I Facebook (Digitax PRO) Marilyn serves as the Founder + CEO of The B ..read more

The Association for Accounting Marketing has been around since 1989 when accounting firms could start advertising for their services. Tune in to this episode when host Hugh Duffy talks with outgoing AAM executive director Lauren Clemmer about how the 800-plus member organization got its start and what assets it provides to its members. Hear about the biggest issues marketers in the accounting industry face, how technology is impacting marketing and how the marketing role continues to evolve. Join us! Lauren Clemmer, Executive Director of AAM (retiring at the end of 2019) LinkedIn  |  ..read more

Want to know what’s going on in the craft beer industry globally? You won’t want to miss this episode! Join host Hugh Duffy as he talks with Maria Pearman, principal at Perkins & Co. about her experience traveling the world, gaining insight about the craft beer industry. As the author of Small Brewery Finance: Accounting Principles and Planning for the Craft Brewer” Maria provides listeners with inside tips on becoming a leader in this dynamic niche. Tune in to learn how she broke into the market, how her practice has evolved over the years and why meeting face-to-face is still the best wa ..read more

Gary Shamis, Principal at Winding River Consulting, has had a lifelong career in accounting, growing his father’s accounting firm from $225,000 in revenues to approximately $100 million. He built the 37th largest independent accounting and consulting firm in the nation before combining SS&G, Inc. with BDO USA, LLC in 2014. Tune in and hear Gary talk about why execution is harder than strategy, how developing niches can include both services and industries, and why scooping up talent when you find them is critical to success. Gary S. Shamis, M.Acc, Principal Winding River Consulting Twitter ..read more

Are you a small firm practitioner that needs to get up-to-speed on accounting technology trends? You’re not alone. Join us for this episode as Hugh talks with Ranica Arrowsmith, technology editor for Accounting Today. Tune in to find out the best resources out there to stay on top of what’s happening, why vendor user communities can be a valuable tool for accountants and how AI is impacting the accounting profession already. Join us! Ranica Arrowsmith Twitter Ranica Arrowsmith, technology editor for Accounting Today, previously covered medical technology for Medical Design Technology, Medical ..read more