The talent shortage in the accounting industry is creating significant challenges in managing workloads and impacting firm growth. In this webinar, we will explore ways in which firms are mitigating this risk and creating capacity.Aiwyn, Bob Lewis, and Netgain...
Another busy season has passed. The profession continues to wrestle with labor issues, forcing firms to try to expand their capacity and find ways to sustain profitability or continue growth. The continued reduction in the supply of CPAs is simple math. Aging CPA Baby...
An interactive panel session on how to build or enhance a sales culture in a CPA firm. Whether you have an advanced business development function or only have marketing but need to create a business development infrastructure this event will provide insight. Due to...
A partner spoke about his firm’s COVID experience. He said, “historically firms are slow to implement, but COVID forced them to act quickly”. Remote working was a minor piece. A major core benefit was the virus accelerated increased contact with clients to talk about...
Join our panel of CPA M&A experts facilitated by Bob Lewis, President of The Visionary Group in a discussion centered around the changing CPA M&A landscape and opportunities that exist in the market. Topics that will be covered include: Pre-COVID Vs....
