Accounting Today: The Visionary Group creates platform to make bringing in new business easier

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 identified a common problem: Only a minority of staff and partners are responsible for bringing…

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Minimize Client Loss Post COVID-19

Minimize Client Loss Post COVID-19 Many clients will experience poor Q1 revenues. Some may experience possible business ending revenue issues. Clients will be looking to managing costs and will need to establish a plan to restore lost value and return to their prior profit levels. How can you protect your firm and help clients? Proactively…

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