by Doug Lewis | Nov 8, 2018 | News
Accounting Today: Why is Your CPA Staff Disengaged? CPA firms are experiencing high staff turnover and struggling to engage their professional staff members. Look at these red flags and solutions as discussed by the President of The Visionary Group, Bob Lewis....
by Bobby Riesterer | Sep 10, 2018 | News
2018 Top 100 People: Ones to watch The president of The Visionary Group, Bob Lewis was recently featured as a 2018 Top 100 People to Watch in Accounting Today. Read More
by Bob Lewis | Mar 14, 2018 | News
A Pattern Exists in CPA Firms One constant we see as CPA growth consultants and M&A search specialists is most firms want to remain independent. Merging or selling to join forces occurs to expedite the growth process, but most M&A happens because a firm’s...
by Doug Lewis | Feb 7, 2018 | News
Most CPA firms across the country generally set a growth goal. That can be as simple as growing 10% in one calendar year, or more long-term thinking like growing five million dollars in revenue over the course of three years. It is easy to set a goal, no matter how...
by Mike Lewis | Jan 4, 2018 | News
One of the first steps in a successful business development outreach campaign is determining the type of client to target. Most firms don’t really know where to start with this process. One of the biggest issues in creating lists is understanding how data is compiled...
by Bob Lewis | Dec 28, 2017 | News
A major flaw in growth planning is the miscalculation of client runoff. Runoff occurs in every firm. Even firms with superior client service have clients who sell, merge, relocate, die, or leave for a variety of reasons. Your firm’s runoff may be lower, but every firm...
