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.

CPA Firm Partners

Helping firms make progress on their goals
and put them in a position to move to the next level.

CPA Associations

No-cost, customized educational conference sessions
and breakout roundtables for members.


We provide buy and sell side searches to
identify the right fit for your growh or succession.


Ownership of your growth as your
Chief Growth Officer or Outsourced Advisory Officer.

Chief Growth Officer

Organic growth & alignment implementation

Mergers & Acquisitions

Custom support & searches (Buy/Sell/Merge)

Growth Accelerator

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


Accounting Automation – Podcast

Here are a few of the topics we’ll discuss on this episode of Accounting Automation: What ‘The Great Liberation’ is and what it means for the Accounting industry. How to transition from a compliance-only approach to an advisory approach. How to retain clients and...

The Top 100 – The Most Influential People In Accounting

Accounting Today recently released their specialized report on the Top 100 Most Influential People in Accounting. Visionary President Bob Lewis has landed a spot on page 8 of this article. Between the knowledge he shares during speaking engagements alongside his...

Where Does the Value of a Firm Come From?

As more and more firm owners look to transition, it's crucial that they understand what, exactly, is valuable about their practice. The Visionary Group's Bob Lewis and Doug Lewis join Dan Hood to dive into what makes a practice saleable — and what doesn't. Give us a...

Is The M&A Market Heating Up or Fizzling Out?

The global economy is changing and the CPA M&A market is following suit. There is an increasingly larger number of private equity firms looking to buy CPA firms. More regional and national firms are starting to face succession issues which are fueling the increase...

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

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