Ashley directs The Visionary Group and CPA Growth’s client reporting and communication efforts. She focuses her time dealing directly with Visionary clients daily to ensure all needs are being met. Ashley is involved in our CPA merger and acquisition searches speaking with Managing Partners across the country and assists in the CPA Firm Value Assessments Visionary conducts. She has daily contact with our clients helping them with proposals, email marketing, and content development for a wide number of diverse items. Ashley ensures the lead generation aspect of our firm is properly tracked and communicated to our clients.
Prior to joining the firm, Ashley has years of client-facing and management experience in the retail industry. She is well versed in client service issues and has exceptional ability to develop relationships with our clients that help them stay focused on and make progress with their goals.