Automated Consulting Software
Our Enterprise Assessment provides a tool to successfully bridge the gap from a compliance provider to a high-level consultant. We have created a framework with pre-set questions that enable your professionals to begin the transformation to an advisory focus.
Selling consulting services can be difficult without a standard baseline of the right questions to start the conversation. Our proprietary Enterprise Assessment platform provides firms a packaged deliverable to create the roadmap for your client to follow.
The 8 Core Areas Include
- Strategic Planning
- Key Measurement Components (KPI’S)
- Accounting Infrastructure
- Tax Strategies
- Risk Management
- Corporate Structure
- Exit or Succession Timelines
- Personal Financial Insights
Need Help Developing or Writing Proposals?
Visionary’s team of CPA growth experts can assist with analyzing results from your assessments and creating custom proposals to give your team the best chance to win consulting engagements.
Begin A Conversation
Find out more about our organic growth support. Turn the corner to create the advisory mindset. Contact our team today.