Build Client Value

Create an Impactful Edge

Differentiate the Firm. Build client value, train staff how to sell and think like consultants, and change the perception of your firm with referral partners and prospects.

Attract Staff. Struggling to make your advisory side soar? The OAO is for CPA firms who want to establish or deepen their advisory capabilities. Visionary will lead your advisory efforts by identifying and selling the consulting needs inside your client base. Your Visionary OAO will manage the growth of the advisory sector.

What Will Clients Remember?

Compliance vs Advisory
Will the client remember the audit, tax return, or change in accounting method you suggested? No, but they will remember the advice you provided to help them overcome an obstacle or assist in an opportunity.

More Common Advisory Needs

  • Exit Planning
  • Family Succession
  • Business Brokerage
  • Support Buying a Business
  • Human Resources
  • Information Technology
  • Cyber Solutions
  • Cash Flow Analysis
  • Risk Management
  • Data Analytics
Do the Simple Math
Increase profits by 50% with simple steps. A 30% profit margin on a $20,000 engagement is $6,000. Add a $3,000 consulting engagement and likely 100% of that falls to the bottom line since additional labor and overhead is not needed.

Explore Your Growth or Transition Options

Visionary is an industry leading consultant. We know how to build the enterprise value of a firm, source & close M&A transactions, address succession needs, and become the resource to help firms grow or transition.

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