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
Common Challenges We Help Firms Solve
The best strategic plan in the world will fail without implementation. If your vision is clear, does your team have the sales skills and time to implement your growth steps? Are efforts underway to get in front of select prospects and referral partners? Is a client mining effort in place? Our team of implementation experts becomes an extension of your firm.
Resolving Impaired Leverage
Impaired Leverage is the limited number of professionals that bring in material work. This is one of the biggest challenges facing CPA firms. In order to achieve growth targets and build a succession team that can develop business, a firm needs to overcome their Impaired Leverage.
Next Generation Leadership
Continuous and structured approach to develop the future leadership inside your firm using real-world experience and interactive training sessions. Each Next Generation Group consists of different personnel based on your firm’s staff and structure.
Firm Succession Planning
An aging partner base, recruiting, technology and advisory services are making it difficult for smaller firms to compete. Each practice will be valued differently based on both the tangible and intangible aspects.
Structured Client Mining
There is significant opportunity to develop new business and generate revenue without the hassle of trying to acquire a new client. Your existing client base is often ripe with client mining needs that we can help you structure, communicate, and deliver.
Referral Partner Development
Understanding the difference between a referral partner and a channel partner is key. Referral partners will push potential clients to your firm, a channel partner will pull potential clients to your firm. With proper planning and outreach, these are both powerful tools that should be taken advantage of.
Identify Client Needs.
Set Your Goals.
Drive Firm Growth.
The Cloud Advisory Platform Your Professionals Can Use To:
Increase Advisory Revenue
Develop Sales Skills
Become Engaged in Firm Growth
Differentiate 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