Accounting Automation – Podcast

Accounting Automation – Podcast

Here are a few of the topics we’ll discuss on this episode of Accounting Automation: What ‘The Great Liberation’ is and what it means for the Accounting industry. How to transition from a compliance-only approach to an advisory approach. How to retain clients and...
Where Does the Value of a Firm Come From?

Where Does the Value of a Firm Come From?

As more and more firm owners look to transition, it’s crucial that they understand what, exactly, is valuable about their practice. The Visionary Group’s Bob Lewis and Doug Lewis join Dan Hood to dive into what makes a practice saleable — and what...
Is The M&A Market Heating Up or Fizzling Out?

Is The M&A Market Heating Up or Fizzling Out?

The global economy is changing and the CPA M&A market is following suit. There is an increasingly larger number of private equity firms looking to buy CPA firms. More regional and national firms are starting to face succession issues which are fueling the increase...
BDO Alliance MP Roundtable – Kohler, WI

BDO Alliance MP Roundtable – Kohler, WI

At our most recent Managing Partner Roundtable for a BDO Alliance Group, Bob Lewis spent the day discussing the CPA M&A marketplace, evaluating your succession team, outsourced client accounting services, and how to increase a firm’s advisory revenue. Some key...
What I Learned Facilitating a BDO Alliance Area Meeting

What I Learned Facilitating a BDO Alliance Area Meeting

A partner spoke about his firm’s COVID experience. He said, “historically firms are slow to implement, but COVID forced them to act quickly”. Remote working was a minor piece. A major core benefit was the virus accelerated increased contact with clients to talk about...