Test Your Firms Succession Plan
The President of The Visionary Group, Bob Lewis, recently had an article published in Accounting Today. Click the link below to test your firm’s succession plan and find out if you are as prepared as you think!
Bobby is a Senior Director at The Visionary Group, As a creative and technology based professional, he directs both The Visionary Group’s, CPA Growth’s, and all client image needs. His design expertise includes creating CPA firm specific; logos, websites, literature, PowerPoints, proposal shells, digital & print advertisements, email campaigns, and supporting documents including letterhead, business cards, tax folders and audit report covers.
2018 Top 100 People: Ones to watch
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
Mandatory Retirement Age – Is it right for your firm?
It may come as a surprise that many firms do not mandate retirement ages for their firm partners.