Transformational Growth Specialists for CPA Firms
Visionary’s role is to create the mechanism for firms to adapt to the direction the CPA profession is heading. Clients are demanding more advisory services. Staff wants to be more consulting oriented. Our team can increase your advisory footprint, teach your staff how to think like an advisor, get staff more comfortable selling, and provide leadership in existing client, referral partner, and direct prospecting outreach.
Are Traditional Methods Working?
You have marketing, but is it providing growth leadership or is it more of a support capacity? The industry is changing. Compliance services will see fee pressure as technology automates more of the traditional service work. If a practice is not moving toward advisory services, and their professional staff are not thinking like consultants, they will be in a compromised position. We create and implement steps to make progress toward being a firm of the future and a firm staff is engaged in.
The Value Building Process Services Include:
- Firm Value Assessments
- Customized CPA M&A Searches
- The Chief Growth Officer Role
- Business Development Leadership
- Structured Existing Client Cross-Selling Efforts
- Adding Specific Service Niches
- Teaching Professionals to be Advisory Minded
- Making Professionals Comfortable Selling
- Closing Skills
Our Staff Engagement Process & Firm Leverage
Are you still dependent on two or three professionals who can sell? We are advocates of developing firm leverage. Engaging staff is the most powerful step a firm can do to increase their value. Once staff becomes engaged and they receive the proper guidance and support, this creates firm leverage. The two or three people become six or eight or a dozen. The staff engagement process is part of what we do as a firm’s Chief Growth Officer or Business Development Leader.