by Doug Lewis | Feb 15, 2023 | News
Busy Season Is Here Firms are so buried they often lose focus on profitability by client. Our team consults with hundreds of CPA firms ranging from the top 25 to emerging practices. We created our proprietary Market Value Accelerator, that reviews and analyzes the...
by Doug Lewis | Dec 27, 2022 | News
The ceiling is often what the CPA perceives as too high. We are in a dynamic market created by a major staffing shortage. Demand for services is far exceeding the labor supply, but not all firms are catching on to how to price services. When talking to a firm...
by Doug Lewis | May 16, 2022 | News, Resource Network
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...
by Doug Lewis | Dec 7, 2021 | News
Accounting Today recently released their specialized report on the Top 100 Most Influential People in Accounting. Visionary President Bob Lewis has landed a spot on page 8 of this article. Between the knowledge he shares during speaking engagements alongside his...
by Doug Lewis | Oct 25, 2021 | News
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...
by Doug Lewis | Jul 29, 2021 | News, Webinars
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...
