by Bobby Riesterer | Apr 27, 2022 | Webinars
Join Bob Lewis, Dan Hood, Michael Horwitz, Heather Mesquita, and Pat Morrell as they discuss the The Great CPA Firm Liberation! Check out The Great Liberation article in Accounting Today by Pat Morrell and Bob...
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...