Heath Alloway takes a different approach on Common Threads Episode 8, diving deep into what separates firms that thrive from those that merely survive. Drawing from his experience through the 2008 financial crisis and the COVID era, he examines a number of topics: Why do so many accounting firms find themselves with their "foot off the gas pedal" when it comes to business development? What does that cost them? Why do clients leave firms they've worked with for years? Heath breaks down five common hurdles that keep professionals from developing a "builder mindset," then counters with concrete strategies for opportunity season. From asking raving fan clients for introductions to understanding buying patterns, he maps out how intentionality transforms client relationships. So what happens when every manager-level professional commits to just one cross-serve opportunity and one new high-impact client? Find out how small, consistent actions compound into significant growth.

Get the full show notes and more resources at CommonThreads.Sorren.com

W.G. Spoor's path from a family-run accounting firm in St. Petersburg to leading Sorren's national tax strategy is anything but conventional. On Episode 7 of Common Threads, he reflects on the values shaped by his upbringing, like presence and a deep commitment to people, and tells Heath Alloway about how those principles have guided him through mergers, cultural shifts, and the evolving demands of the profession. Delving into the challenges of balancing growth with well-being, W.G. highlights the importance of "relationship currency" and shares some lessons he's learned on either side of his career with Sorren. Underlying his success is W.G.'s willingness to embrace change, paired with a focus on communication and collaboration, revealing what it takes to build a thriving, people-centered firm like Sorren in a rapidly changing landscape.

Get the full show notes and more resources at CommonThreads.Sorren.com

Matthew May, Sorren's National CAS Managing Partner, brings a blend of humor, candor, and strategic vision to the firm's evolving landscape. In this conversation with Heath Alloway on Episode 6 of Common Threads, Matthew traces his career path from a practical start in accounting to leading the integration of multiple firms and scaling a national client accounting services team. He reflects on lessons learned from entrepreneurial ventures, the importance of thinking like a client, the nuances of industry specialization, and how authenticity drives everything he does. Whether building trust through "eating his vegetables" on social media or fostering cross-office collaboration, Matthew holds authenticity above all else. Highlighting Sorren's culture of support and continuous learning and growth, Matthew's journey shows us the value of being willing to embrace both change, and a little levity, along the way.

Get the full show notes and more resources at CommonThreads.Sorren.com