The president of The Visionary Group, Bob Lewis was recently featured as a CPA M&A industry expert. Read the discussion below about the trends in the M&A space and what changes we can expect to see moving forward. Major changes ahead in M&A More than a...
Accounting Today: Why is Your CPA Staff Disengaged? CPA firms are experiencing high staff turnover and struggling to engage their professional staff members. Look at these red flags and solutions as discussed by the President of The Visionary Group, Bob Lewis....
Most CPA firms across the country generally set a growth goal. That can be as simple as growing 10% in one calendar year, or more long-term thinking like growing five million dollars in revenue over the course of three years. It is easy to set a goal, no matter how...
Red Flags for Retaining Young Accounting Staff The CPA profession is currently seeing a gap in succession talent. Many firms face the issue of no succession talent beneath the Partner group to lead the firm moving forward. What is causing this trend to continue? There...
