Accounting Today: Why is Your CPA Staff Disengaged? 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
A Pattern Exists in CPA Firms One constant we see as CPA growth consultants and M&A search specialists is most firms want to remain independent. Merging or selling to join forces occurs to expedite the growth process, but most M&A happens because a firm’s...
Most CPA firms across the country generally set a growth goal. That can be as simple as growing 10% in one calendar year, or more long-term thinking like growing five million dollars in revenue over the course of three years. It is easy to set a goal, no matter how...
One of the first steps in a successful business development outreach campaign is determining the type of client to target. Most firms don’t really know where to start with this process. One of the biggest issues in creating lists is understanding how data is compiled...
