Blog

Reshaping Your Workplace for the Manager of Tomorrow

The millennial generation is beginning to enter management positions within CPA firms for the first time.

Accounting Today: Major changes ahead in M&A

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.

Head Off Disruptions Before They Start

How often do your clients exit a business? Like most, it is probably only once.

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.

THE BRIDGE^®: CPA Edition, Fall 2018

Interesting publication detailing the challenges the CPA profession is facing and how to recognize the opportunities created by these changes. https://www.oakstreetfunding.com/cpafallbridge2018/

2018 Top 100 People: Ones to watch

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  

The Succession Domino Effect

It’s here and it is bad. There are plenty of statistics on CPA firm succession. Most paint a more than acceptable version of the truth.

Why Is Your Staff Dis-Engaged?

Most professionals are not engaged.

You might disagree with this because your mind will go to the few great employees who are productive and willing to die for the firm, but these are the abnormal.

AAM High! Webinar: Grow the Bottom Line by Conducting Structured Client Mining

When: Jun 5, 2018 from 1:00 PM to 2:15 PM (ET) Do clients view your firm as a business advisor and problem solver or as their auditor or tax provider?

Strategies to Retain Your Firm’s Legacy

One constant we see as CPA growth consultants and M&A search specialists is most firms want to remain independent.