The president of The Visionary Group, Bob Lewis was recently featured in Accounting Today.
Monetize Clients While Building Their Value
This is what CPAs should be focused on. The client’s perceived value is not in compliance. It is in how they can use you to build the value of their business, help them make more money, give them time back to enjoy their life or free up time so they can implement their next vision.
Author: Doug Lewis
Doug Lewis is a Director at The Visionary Group who specializes in conducting M&A related activities inside CPA firms. The Visionary Group drives growth inside CPA firms across the country through custom M&A searches, organic business development, and succession planning. Our clients range from the top 20 firms to emerging practices. Visionary provides the strategic direction, as well as implements the plans they develop.
