Explore Springline’s news and media mentions, industry perspectives, and our latest thinking. From thought leadership to mid-market trends to insights that fuel success, we’re here to help you gain a competitive edge with actionable takeaways that are shaping today’s business conversations.
Springline in the News
Springline Advisory Expands with EFPR Partnership, Establishing Presence in the Northeast
March 3, 2025
The recent announcement from Springline Advisory welcoming EFPR Advisory, a leading accounting and business consulting firm based in Rochester, New York, attracted some media attention from both local business outlets and trade publications this month. Springline announced the new partnership on Feb. 27 and emphasized both firms’ dedication to efficient operations and market expansion, while prioritizing its people by retaining...
Anne Leal Joins Springline Advisory as Chief Administrative Officer
January 30, 2025
Anne Leal joins Springline Advisory’s executive team as the new Chief Administrative Officer. Anne brings an unparalleled track record in operational excellence and people leadership from her time as a partner and COO at MarksNelson, a founding Springline firm. As CAO, Anne oversees Springline’s founding firm member integration, program management, and internal event strategy and serves as Springline’s APS compliance...
Springline Advisory Announces Partnership with Fiske Advisory LLC
January 17, 2025
Dallas-based Springline Advisory, a business advisory platform backed by private equity firm Trinity Hunt Partners, announced its partnership with South Florida-based business advisory firm Fiske Advisory LLC. “Joining forces with Springline Advisory is a natural fit,” said Sheri Fiske Schultz, MP of Fiske Advisory LLC. “Their commitment to delivering exceptional client service and their strong cultural alignment with our values of professionalism, integrity and...
Latest Insights
AI Is the Frosting, Data Is the Cake: Why Firms Need a Solid Data Foundation
September 4, 2025
Artificial intelligence may dominate the headlines, but without high-quality data, it falls flat. In his latest Forbes Technology Council article, Springline CTO Abhesh Kumar explains why data—not AI—is the real driver of business transformation. From building the right architecture before layering on algorithms to treating trust as a data product, he offers a recipe for turning disciplined data practices into...
And the Award Goes to…
August 20, 2025
We’re proud to share that we’ve been recognized with the 2025 Boomer Strategic Growth Visionary Award, presented at this year’s Boomer Circle Summit in Kansas City. The award celebrates firms that demonstrate sustained growth through intentional strategy, meaningful client service, and a commitment to building strong, future-focused organizations. For us, growth has never been about size for its own sake....
When AI Stops Waiting for Commands: The Rise of Agentic Intelligence in Accounting
August 20, 2025
Why Mid-Market Firms May Hold the Key to AI’s Next Leap in Professional ServicesAccounting firms have long relied on automation to streamline invoices and workflows—but a new wave of AI isn’t just executing tasks, it’s pursuing goals. Agentic AI systems, designed to act autonomously toward outcomes rather than await instructions, are already reshaping operations at Big 4 firms. For mid-market...
Press Releases
Springline Advisory Earns Breakthrough Culture Award for Exceptional Workplace Culture
June 24, 2025
DALLAS – June 24, 2025 – Springline Advisory, a trailblazing financial and business advisory firm, today announced it has been honored with a 2025 Breakthrough Culture Award. This prestigious award recognizes America’s top breakthrough companies to work for, placing Springline alongside industry innovators such as Eleven Labs, Notion, and TheOrg. The Breakthrough Culture Awards spotlight organizations that champion their people...
Springline Advisory Welcomes Three Exceptional Leaders to Drive Strategic Growth and Strengthen Operational Excellence
March 4, 2025
DALLAS, March 4, 2025 /PRNewswire/ — Springline Advisory, a trailblazing financial and business advisory firm, today announced an expansion within its national executive team with the appointment of three experienced leaders: Hiral Rao, Brad Kuglin, and Bryan Leuszler. These new additions bring a wealth of experience in public accounting and global consulting and a shared commitment to supporting the firm’s growth initiatives. Hiral Rao joins Springline Advisory...
Springline Advisory Announces Partnership with EFPR Advisory, LLC
February 27, 2025
DALLAS, Feb. 27, 2025 /PRNewswire/ — Springline Advisory, a trailblazing financial and business advisory firm, today announced its partnership with EFPR Advisory, LLC, marking another significant expansion in its mission to transform middle-market advisory services by scaling with soul. EFPR Advisory is a 2024 Inside Public Accounting (IPA) Top 200 award recipient and leading accounting and business consulting firm based in Rochester, NY, with offices...
Watch Us Grow
From the Finger Lakes to Financial Heights: EFPR Advisory Proudly Partners with Springline
February 26, 2025
Western New York is a region renowned for its scenic geography, rich history in innovation and industry—and now marks a new chapter in its legacy. We’re thrilled to announce that EFPR Advisory, LLC, a distinguished accounting and business consulting firm deeply rooted in Rochester, has joined forces with Springline Advisory. This partnership not only amplifies our presence in the Northeastern...
Bringing the Magic City to Springline: Fiske Advisory Joins Our Team
January 14, 2025
Miami is known for its vibrant culture, sunny skies, and bold ambitions—and now, it’s home to the newest chapter in Springline Advisory’s story. We are thrilled to welcome Fiske Advisory, LLC, a South Florida powerhouse in business advisory, litigation support, and business valuation, to the Springline team. This partnership isn’t just about growth; it’s about creating opportunities for clients, teams,...
Brewing a Bold Future: Springline and CRC Forge a Dynamic Partnership
December 12, 2024
In a region known for innovation, iconic coffee, and towering evergreens, Springline Advisory is thrilled to welcome Clark, Raymond & Company (CRC) to our growing team. Based in Redmond, Washington—a hub of technology, natural beauty, and entrepreneurial spirit—CRC has spent more than 25 years delivering trusted, values-driven accounting and advisory services to the Pacific Northwest. Together, we’re blending CRC’s deep-rooted...