The New Era of Firms Have Arrived
The traditional version of a CPA firm is dead. With the environmental and technological changes happening at a rapid pace, firms are now advisory and consulting providers who also offer compliance services. The Visionary Group is a team of professionals dedicated to the alignment & strategy of CPA firms. We specialize in organic growth and M&A activities for CPA firms nationwide from emerging practices to the top 20 firms in the country.
Growth is Not Just Revenue
Visionary’s support was built exclusively to support CPA firms. Building CPA firm value requires adding clients that want a deeper relationship and need a firm that can deliver complex compliance support and advice. This may require a minor or a material change in how firms target and go to market.
Chief Growth Officer
Organic growth & alignment implementation
Mergers & Acquisitions
Custom support & searches (Buy/Sell/Merge)
Create or realign your firm’s growth blueprint
Training & Presentations
Enable your professionals to professionally develop
Image & Branding
Appear as the firm of choice to clients and prospects
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