CPA firms are experiencing high staff turnover and struggling to engage their professional staff members. Look at these red flags and solutions as discussed by the President of The Visionary Group, Bob Lewis.
2018 Top 100 People: Ones to watch The president of The Visionary Group, Bob Lewis was recently featured as a 2018 Top 100 People to Watch in Accounting Today. Read More
One constant we see as CPA growth consultants and M&A search specialists is most firms want to remain independent.
Most CPA firms across the country generally set a growth goal.
One of the first steps in a successful business development outreach campaign is determining the type of client to target.