by Doug Lewis | May 25, 2021 | News
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...
by Bob Lewis | Jul 6, 2020 | News
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...
by Bobby Riesterer | Apr 30, 2020 | News
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...
by Mike Lewis | Apr 16, 2020 | News
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...
by Bobby Riesterer | Apr 7, 2020 | News
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...
by Bob Lewis | Mar 17, 2020 | News
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...
