Here are a few of the topics we’ll discuss on this episode of Accounting Automation: What ‘The Great Liberation’ is and what it means for the Accounting industry. How to transition from a compliance-only approach to an advisory approach. How to retain clients and...
Accounting Today recently released their specialized report on the Top 100 Most Influential People in Accounting. Visionary President Bob Lewis has landed a spot on page 8 of this article. Between the knowledge he shares during speaking engagements alongside his...
As more and more firm owners look to transition, it’s crucial that they understand what, exactly, is valuable about their practice. The Visionary Group’s Bob Lewis and Doug Lewis join Dan Hood to dive into what makes a practice saleable — and what...
The global economy is changing and the CPA M&A market is following suit. There is an increasingly larger number of private equity firms looking to buy CPA firms. More regional and national firms are starting to face succession issues which are fueling the increase...
