Insights

Boutique Growth Winding River Consulting partners with over 60% of the Top 200 CPA firms, signaling strong demand for practice management, leadership development, and growth advisory services among high-profile professional services firms.

Leadership Development Offer expansion opportunities around leadership development programs and governance advisory to mid-market CPA firms seeking to formalize succession planning and improve firm-wide strategic alignment.

Digital Transformation Position Digital Deep Dive and technology strategy offerings to firms investing in digital growth, technology modernization, and data-driven decision making, leveraging clients' existing tech stacks.

Strategic Partnerships Leverage WRC’s flagship conferences and bootcamps to create community-based upsell paths for advisory services, executive coaching, and M&A support for growth-minded firms.

Competitive Positioning Target firms looking to differentiate from large integrators by emphasizing senior-advisor led engagements, tailored to culture and niche goals, appealing to firms prioritizing hands-on expertise over junior staffing.

Winding River Consulting Tech Stack

Winding River Consulting uses 8 technology products and services including UserWay, Adobe Creative Cloud, Shopify, and more. Explore Winding River Consulting's tech stack below.

Winding River Consulting's Email Address Formats

Winding River Consulting uses at least 1 format(s):
Winding River Consulting Email FormatsExamplePercentage
FLast@windingriverconsulting.comJDoe@windingriverconsulting.com
86%
First@windingriverconsulting.comJohn@windingriverconsulting.com
14%

Frequently Asked Questions

How much revenue does Winding River Consulting generate?

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As of July 2026, Winding River Consulting's annual revenue is estimated to be $1M - $10M.

What is Winding River Consulting's NAICS code?

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Winding River Consulting's NAICS code is 54 - Professional, Scientific, and Technical Services.

How many employees does Winding River Consulting have currently?

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As of July 2026, Winding River Consulting has approximately 21 employees across 1 continents, including North America. Key team members include Managing Director Of Leadership & People: R. A.. Explore Winding River Consulting's employee directory with LeadIQ.

What industry does Winding River Consulting belong to?

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Winding River Consulting operates in the Professional Services industry.

What technology does Winding River Consulting use?

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Winding River Consulting's tech stack includes UserWayAdobe Creative CloudShopifyClaude by AnthropicSentryHeapAhrefsVimeo.

What is Winding River Consulting's email format?

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Winding River Consulting's email format typically follows the pattern of FLast@windingriverconsulting.com. Find more Winding River Consulting email formats with LeadIQ.

When was Winding River Consulting founded?

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Winding River Consulting was founded in 2017.
Winding River Consulting logo

Winding River Consulting

Professional ServicesOhio, United States11-50 Employees

Winding River Consulting is an accounting-focused advisory firm located at 210 Bell Street, Chagrin Falls, Ohio 44022, United States. The company employs between 11 and 50 professionals. Led by Gary Shamis, the firm uses data-driven strategies and industry experience to identify new growth opportunities, design growth strategies, and facilitate cross-operational integration for forward-looking accounting firms. Its services address leadership and firm-management issues, including hiring and training, succession planning, talent retention, business development and growth, mergers and acquisitions, performance metrics, strategic marketing, and information technology. The firm offers a program called Managing Partner Bootcamp, developed by Shamis to develop advanced firm management capabilities; its website is accessible at https://linktr.ee.

Section iconCompany Overview

NAICS Code
54 - Professional, Scientific, and Technical Services
Founded
2017
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    Winding River Consulting's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Winding River Consulting's revenue is estimated to be in the range of $1M - $10M

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