Organic growth. We act as your Chief Growth Officer (CGO) or assume a specialized role as your Outsourced Advisory Officer (OAO). The CGO focuses on organic growth, CPA M&A, and succession team development. The OAO focuses on advisory services to help advance the development and promotion of your advisory to existing clients and with referral partners.
25 Years. We bring 25 years of CPA firm growth and succession experience to your firm.
Discover How to Achieve Your Goals Today
No automated emails or chatbots, you will always speak with a real person. All conversations are confidential. Visionary can provide you with a NDA at your request