Advisory & Profitability Officer


Advisory & Profitability Officer Role

Few professionals understand the CPA industry like Visionary does. As firms grow, they encounter different challenges, opportunities, or hit walls. Do you want to upscale the client base? Should you expand geographies or diversify your services? This role helps firms sort through and prioritize the steps to build firm value.

What Makes a Firm Attractive?

High Profits. Seeing the difference between profitability and attractiveness is a struggle for some firms. High profitability may be due to too many billable hours or minimal investments in people, technology, and infrastructure, which can comprise a firm’s value.

Attractive Firm Attributes. These include a strong succession bench, normalized production hours, high realized dollars, investments in people and technology, and movement into advisory services. Firms want culturally aligned practices serving clients that value services and have a need for more complex support.

Key Deliverable

Advisory Roadmap. Our team will create an Advisory Roadmap to function as your blueprint for future growth.

What to Expect

We form a foundation to increase client value, work to become less dependent on CPAs for growth and train CPAs and Partners to approach clients with a consultative vision.

Confidentiality. It is difficult to discuss sensitive issues with in-house support personnel. You can talk to us about anything.

Innovation. We bring ideas from the brightest firms and help firms adapt to the current landscape of the CPA profession.

Collaboration. Oversight or collaboration with any in-house firm marketing & business developers or outside advisors and referral partners.

Implementation. This is critical. Our role is not just to advise and leave the implementation to you. We execute your plan or blueprint with you.

The Next Step

Take 15 minutes. That is all it will take for you to understand that Visionary is uniquely qualified to help your CPA firm regardless of what opportunity or obstacle you may be facing today. We have seen about every situation a CPA firm can encounter.

Explore Your Growth or Transition Options

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