by Bobby Riesterer | Apr 30, 2020 | News
The Visionary Group, a consultancy to CPA firms, has released the Enterprise Assessment platform, a cloud-based advisory tool for accountants to identify client needs, win new prospects and drive firm growth. Over the years of serving accounting firms, Visionary has...
by Bobby Riesterer | Apr 7, 2020 | News
The president of The Visionary Group, Bob Lewis was recently featured in Accounting Today. Can your firm thrive from the coronavirus? What a great question. Right now, most CPA firms are working through the CARES Act. This is going to create a short-term revenue...
by Bobby Riesterer | Dec 23, 2019 | News
The president of The Visionary Group, Bob Lewis was recently featured as a Succession Planning expert in Accounting Today. So, you failed your succession test. Now what? So, you failed your succession test. (Take the test here). Now what do you do? This is not a...
by Bobby Riesterer | Dec 6, 2019 | News
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! ...
by Bobby Riesterer | Sep 10, 2018 | News
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