Springline Advisory

🔥 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

With fewer young professionals choosing careers in public accounting, it's time for a strategic shift. ↪ Our CEO Tim Brackney recently addressed this crisis head-on in his article for CFO.com, "4 Ways to Save the CPA." Tim offers a roadmap for revitalizing the profession by reinventing how firms can attract the next generation of talent through innovative ways such as: 💰 Creative & competitive comp plans 🧠 Continuous learning & career development 💻 Investing in cutting-edge technologies (providing new tools for efficiency while becoming a magnet for top talent) ⏰ The urgency for change is here - and the time is now - for the accounting industry to undergo a radical transformation to avoid becoming outdated and understaffed. 🗣 Tell us what solutions your firm is implementing to tackle today's CPA shortage. Read the article: https://lnkd.in/e2rayZbn #accountingservices #CFO #innovation #talent #CPA #ScaleWithSoul

In a recent interview on the Agiledrop Agile Digital Transformation podcast, our CEO Tim Brackney dives into the barriers slowing down tech adoption in the finance & accounting industry. 🚩 From the cautious mindset ingrained in accounting practices to the complex decision-making structures of partnerships, these challenges are significant but not insurmountable. 📈 Tim’s insights highlight the need for a shift in both mindset and mechanics to embrace innovation and stay competitive. It's time for the industry to move beyond professional skepticism and fully capitalize on the power of modern technology - because your clients expect it and your employees crave it.💡 🔗 Listen to the full interview to learn more about how we can drive change in the mid-market accounting & advisory space. #FinanceandAccounting #TechAdoption #Innovation https://lnkd.in/e5xuZdg2

🌟 Exciting News Alert! 🌟 We're thrilled to announce the newest member of our leadership team, Erin (Rybacek) McAuley as our Chief People Officer! With her 25+ years in HR, Transformation, and Strategy with storied brands like Cisco, eBay, and Pinterest, she brings extensive experience and passion for employee-first cultures and value creation through organizational transformation. When asked, "Why join Springline?" Erin shared: "It's all about people. They're whom we value, rely on, persevere with, get inspired by, grow with, and celebrate. In a relationship-driven business, people are everything. Together at Springline, we get to co-create a company, culture, and career experience for each employee that's unparalleled in the industry. Springline is a new kind of firm that values a growth mindset, a pioneering spirit, and a people-first approach. 'Scale + Soul' is both how we succeed as a business, and how we inspire and support each other to reach new heights. I'm thrilled to be part of the team!" Our vision is to build the middle-market accounting and advisory services leader that today’s talent wants to work for—and clients want to work with. With Erin on board, we're more committed than ever to making this vision a reality. Please join us in welcoming Erin to the Springline team! Together, we're ready to achieve new heights and continue our journey of "scaling with soul." #HR #Talent #Leadership #PeopleFirst #Culture

Happy to share our CEO Tim Brackney's new byline in Training Industry, Inc., "Beyond the Balance Sheet: Building a Culture that Counts in Mid-Marketing Accounting." In this insightful article, Tim addresses the pressing CPA talent shortage and highlights how mid-market accounting firms can overcome this challenge by fostering a culture of continuous learning and development (L&D). 🌱 Key points include: 🔹 The importance of L&D in attracting and retaining passionate talent 🔹 Engaging Gen Z professionals through diverse learning modalities 🔹 Aligning L&D initiatives with both current and future market needs 🔹 The vital role of firm leadership in championing L&D programs Creating a dynamic learning environment not only addresses the talent gap but also future-proofs the next generation of firm leaders while elevating our industry as a whole. 🌟 Read the full article here: https://lnkd.in/epCDzXv9 #AccountingServices #LeadershipDevelopment #EmployeeCulture #ScalewithSoul

In our world, #thestruggleisreal when it comes to young professionals opting out of public accounting careers in pursuit of other industries. 😖 But our Managing Partner, Josh Beck at MarksNelson has flipped the script on the breadth of leadership opportunities within the accounting and business advisory landscape. And 🎤 drop...he's not a CPA! 👀 Kudos to Josh for sharing his career journey and experience to support the next generation of leaders within the community where we live and work. 🙌 #scalewithsoul #futureleaders #accountingservices https://lnkd.in/gTxb9z-F

"Embracing a variety of work styles isn’t just being considerate—it’s strategic. By understanding and integrating each employee’s unique strengths, you have the keys to unlock and develop a more agile, innovative and high-performing team. When talent diversity fuels your competitive edge, it cultivates a culture of collaboration and serves as a cornerstone of your success." Find this insight from our CEO Tim Brackney in a new Forbes Business Council article where C-suite leaders share their recommendations for embracing different working styles to cultivate a more effective and cohesive workforce. Read the tips: https://lnkd.in/gmrt4Kvr #diversity #employeeculture #scalewithsoul

Huge congrats to our team at MarksNelson for winning the BDO USA Alliance award for Excellence in Innovation. ⚡ MarksNelson was honored with the Innovation award for success in evolving under the current business climate, innovating its services, and growing its practice. Our team launched several firm-wide initiatives that use technology to create efficiencies, streamline operations, save time and improve our client experience. One such program was the Innovation Lab 💡 which gathers input from the entire firm on current pain points and challenges, then tests ideas and products to identify the best solutions for both firm and client needs, including the use of AI, analytics and automation tools. Kudos to our talented team who continue to cultivate a culture of innovation and creative problem-solving. 🙌 https://lnkd.in/gftWmZ85