Insights

Boutique Growth Winding River Consulting is a boutique professional services firm with a selective client base and a focus on growth, leadership development, and strategic advisory for top CPA firms. Opportunity: position as a trusted partner for growth initiatives, M&A advisory, and digital transformation engagements to mid-market accounting firms seeking scale.

Top Firm Footprint Already working with over 60 percent of the Top 200 CPA firms suggests strong market credibility among high-value clients. Opportunity: leverage referenceable success to expand services to additional large CPA networks and cross-sell governance, talent, and technology strategy offerings.

Strategic Programs WRC leads programs like Winning Ways, Digital Deep Dive, Managing Partner Bootcamp, and Basic Training Bootcamp. Opportunity: partner with target firms to sponsor or co-create executive education and leadership development bundles, creating recurring revenue streams and deeper client engagement.

Tech Enablement A tech stack includes user experience tools, analytics, and digital marketing platforms (Adobe Cloud, Sentry, Heap, Ahrefs, Shopify, Claude). Opportunity: offer technology strategy and digital transformation services to提升 online client acquisition, platform governance, and data-driven decision making for firms pursuing digital growth.

Growth Readiness Revenue is reported between one and ten million, indicating mid-market scale with room for expansion. Opportunity: propose scalable advisory packages for practice management, governance, and M&A readiness to accelerate growth for growing CPA firms and other professional service networks.

Similar companies to Winding River Consulting

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 2 email formats:
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 August 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 August 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 UserWay, Adobe Creative Cloud, Shopify, Claude by Anthropic, Sentry, Heap, Ahrefs and Vimeo.

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

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