Springline Advisory

The last few years have been challenging for the accounting profession, which has experienced a shortage of CPAs across the industry. That's why we're proud to sponsor the American Institute of Certified Public Accountants (AICPA) and CIMA's annual Accounting Pipeline Diversity Symposium (APDS). On October 16-17, this critical event brings together professionals from across the accounting and finance profession to discuss strategies and best practices for maintaining a strong and diverse talent pool. Along with their annual Accounting Scholars Leadership Workshop (ASLW) — where more than 100 bright and talented ethnically diverse accounting students will attend — the symposium is a valuable opportunity to inspire the next generation of accounting and finance professionals. With advanced technologies from AI to business automation, there are infinite possibilities for innovative finance and accounting career paths. Interested in attending? Register here: https://lnkd.in/ekRMWHGC #accountingcareers #financecareers #DEI

🔑 We're Building Something Special 💪 At Springline, we believe in the power of growth and evolution. We’re pleased to be featured in Accounting Today, where CEO Tim Brackney shares our journey of bringing together pioneering firms to create something bigger, better, and more compelling for mid-market firm partners, clients, and talent alike. 💚 ✨ From innovative learning and development initiatives to embracing technology and offshoring, we’re on a mission to revolutionize the future of middle-market accounting and advisory. 💡 Read the full story (*paywall*): https://lnkd.in/eHpx3jhG #ScaleWithSoul #AccountingInnovation #BusinessAdvisory

🔍 The future of accounting and advisory firms is at a crossroads, where the rapid rise of technologies like ChatGPT Enterprise meets a historic talent shortage. Our CEO, Tim Brackney dives deep into these trends in his latest Forbes article, Turning the Tables With Technology and Talent, offering actionable strategies to stay ahead in this transformative era. 💡 Key takeaway: Embracing cutting-edge tech isn't just about efficiency—it's about creating a workplace that attracts and retains top talent. Investing in AI and upskilling your team could be the game-changer that propels your firm forward. 🔗 Check out the full article to learn how middle-market firms can compete in this tech-driven talent race. https://lnkd.in/gyesrD4v #AccountingInnovation #FutureOfWork #ScaleWithSoul

🎉 Celebrating Excellence at MarksNelson! 🎉 We’re beyond excited to share that our partner firm, MarksNelson Advisory, has been named one of the 2024 Best Firms to Work For by Accounting Today – for the second year in a row! 🌟 At Springline, we believe in helping our partner firms scale without losing their soul, and MarksNelson is a shining example of that. Their dedication to maintaining a people-first culture while driving success in the middle market is truly inspiring. 🙌 Read on to discover how they’re leading the way in creating a workplace where everyone can flourish! https://lnkd.in/eBDgHmbp Here’s to continuing to thrive together and growing while staying true to your values. 🚀 #BestFirmsToWorkFor #PeopleFirst #AccountingFirms #ScalewithSoul

At our core, we're a people-first culture. Our commitment to community service is not just a part of our DNA, it's a reflection of our values. 💚 Our colleagues at MarksNelson celebrated their annual Volunteer Day by lending their helping hands at several nonprofit organizations in the Kansas City region and beyond! On this day each year, everyone logs off and leaves the spreadsheets behind to foster meaningful connections and offer support for local charities. Check out our team's positive impact on the communities where we live, work, and play. #scalewithsoul #corporatecitizenship #communityoutreach https://lnkd.in/e8EdsGJk

🗣 Big news and huge congratulations alert! 🎉 We're delighted to celebrate Shelley Mattaliano's appointment as the new Managing Partner at BGBC Advisory, LLC. Shelley joined BGBC in 2002 and has consistently demonstrated her commitment to excellence in client service, strong servant leadership, and fostering an entrepreneurial culture. As a founding member of the Springline Advisory Council, we look forward to her valuable contributions in leading us into our next phase of growth and success. #accountingfirms #advisoryfirms #scalewithsoul https://lnkd.in/eNybNh_6

🎉 Welcome Andrew Giacchetto (Drew) to the team! 🎉 We're excited to introduce Drew as our newest Springliner! He joins us from Edelman Financial Engines where he supported their end-to-end acquisition activity. In his new role as our Corporate Development Associate, Drew will be working to identify, cultivate, and support our partnership development and acquisition process. When we asked Drew why he wanted to join Springline, his answer truly resonated with our firm's values: "The people here are extremely sharp and personable, which is essential to executing our strategy. We offer mid-market accounting and advisory firms the resources and support to accelerate growth and increase scale, all while allowing them to preserve and shape a strong firm culture. I also believe Springline is a perfect culture fit for me personally." Please join us in giving a warm welcome to Drew! 👋 #ScalewithSoul #PeopleFirst #Accounting #BusinessAdvisory #NewHires

🔥 Scaling fast should ignite passion, not extinguish it. That's this month's theme in Forbes Business Council's expert series, "How Leaders Can Manage Hyper-Growth Without Burning Out." Our CEO Tim Brackney offers insights into why hyper-growth should be a shared journey, not a solo sprint. By prioritizing empathy and clear communication, you can align your team and manage expectations without succumbing to burnout. Check out what Tim and other industry leaders think about this timely topic here: https://lnkd.in/d796WY6R #ScalewithSoul #EmployeeCulture #LeadershipDevelopment

🇺🇸 As we prepare to celebrate Independence Day, we wish our clients, partners, and team members a joyful and safe 4th of July holiday filled with sparkling moments and cherished memories. Enjoy the festivities, fireworks, and time with family and friends! 🎇

At Springline, our mantra is Scale + Soul. 💚 In the competitive mid-market financial & business advisory firm landscape, scaling up can feel like a trade-off between growth and culture. Our CEO Tim Brackney argues it doesn’t have to be. 🚀 Here's a summary of his top strategies for scaling without compromising your firm's values, as shared in his recent Forbes article. ⚖ Work-Life Harmony: Flexible work arrangements are crucial for attracting and retaining top talent. 💸 Equity and Compensation: Offering equity early in careers empowers employees to think and act like owners. 🧠 Continuous Learning: Investing in ongoing education keeps employees engaged and future-ready. 💻 Tech Investments: Upgrade your tech stack to automate redundant tasks and enhance creative problem-solving. 🤝 The right values-aligned investment partner understands that a robust, people-first culture is the ultimate growth lever. 💪 Discover more insights in the article: https://lnkd.in/eNstHQKi #ScaleWithSoul #PrivateEquity #MiddleMarket #AccountingFirms #ProfessionalServicesFirms