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...
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...
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...
The president of The Visionary Group, Bob Lewis was recently featured in Accounting Today. Can your firm thrive from the coronavirus? What a great question. Right now, most CPA firms are working through the CARES Act. This is going to create a short-term revenue...
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...
Will coronavirus create risk or opportunity for your firm? The economics are clear. Schools are closing, businesses are telling people to work from home. Corporations are predicting lower earnings, which will lead to layoffs. Restaurants, movie theaters, bars and...
