Industry News
BDO Alliance MP Roundtable – Kohler, WI
At our most recent Managing Partner Roundtable for a BDO Alliance Group, Bob Lewis spent the day discussing the CPA M&A marketplace, evaluating...
When and How to use Cash in Accounting Firm M&A Transactions
Crisis Averted: Creating a Sales and Advisory Mindset Inside a CPA Firm
An interactive panel session on how to build or enhance a sales culture in a CPA firm. Whether you have an advanced business development function or...
What I Learned Facilitating a BDO Alliance Area Meeting
A partner spoke about his firm’s COVID experience. He said, “historically firms are slow to implement, but COVID forced them to act quickly”. Remote...
Disruption & Opportunity in CPA Firm M&A
Join our panel of CPA M&A experts facilitated by Bob Lewis, President of The Visionary Group in a discussion centered around the changing CPA...
Accounting Today: The Visionary Group creates platform to make bringing in new business easier
The Visionary Group, a consultancy to CPA firms, has released the Enterprise Assessment platform, a cloud-based advisory tool for accountants to...
Accounting Today: Changes in the CPA M&A world post-coronavirus
The president of The Visionary Group, Bob Lewis was recently featured in Accounting Today. Changes in the CPA M&A world post-coronavirus The...
Accounting Today: Can your firm thrive from the Coronavirus?
The president of The Visionary Group, Bob Lewis was recently featured in Accounting Today. Can your firm thrive from the coronavirus? What a great...
Minimize Client Loss Post COVID-19
Minimize Client Loss Post COVID-19 Many clients will experience poor Q1 revenues. Some may experience possible business ending revenue issues....
Will coronavirus create risk or opportunity for your firm?
Will coronavirus create risk or opportunity for your firm? The economics are clear. Schools are closing, businesses are telling people to work from...