Bob founded The Visionary Group twenty-five years ago with the idea of helping CPA firms grow. He is a frequent speaker on growth and creating a sales culture with a heavy emphasis on business development strategies, training staff how to sell and deploying custom merger and acquisition search strategies. His firm has built services specifically for the CPA profession to open doors with referral partners, selectively target direct prospects and to cross-sell or enhance the firm’s value with existing clients. A key component to Visionary’s approach is building CPA firm value which includes creating Next Gen groups and working with the firm’s succession team to ensure they can bring in revenue to fund Partner buyouts.
Earlier he worked in the private industry as an Accountant, Financial Analyst and Regional Accounting Manager for Fortune 150 and 38 high tech companies. He conducted the monthly closing process and managed the revenue and expense budgets for seven districts. One highlight was deep involvement in a live business process reengineering of the company’s accounting systems and processes. Setting up new systems and processes to expedite the closing process and quality of the financial data.