The president of The Visionary Group, Bob Lewis was recently featured in Accounting Today. Changes in the CPA M&A world post-coronavirus The crisis has not passed, but CPA merger and acquisition discussions are already increasing. Calls are coming in from firms...
One of the first steps in a successful business development outreach campaign is determining the type of client to target. Most firms don’t really know where to start with this process. One of the biggest issues in creating lists is understanding how data is compiled...
