Bobby is a creative design and technology-based professional with extensive knowledge of CPA firm operations and client messaging. He is an integral part of our client’s growth strategies, helping them establish and standardize their branding to optimize the presentation of their firm and aid in their growth.
Bobby takes a lead role in Visionary’s Market Value Accelerator (MVA) services. The MVA is a deep analysis of a firm’s financial and operational data, combined with structured interviews of team leaders to help refine their vision. The MVA looks at a firm as if they were going to merge upward or sell. It identifies key drivers that impact value and provides a firm with the data and ideas needed to build firm value.
In addition to his other skills, Bobby brings 15+ years of design expertise in supporting CPA firms with a logo design or refresh, website development, creating literature and PowerPoints, and redesigning or developing proposal shells. He adeptly manages clients’ digital and print advertisements, email campaigns, letterhead and content, business cards, tax folders, and audit report covers. Bobby maintains extensive client contact and routinely collaborates with partners in firms.
Bobby holds a Bachelor of Fine Arts in Interactive Media Design from the Illinois Institute of Art. Beyond his education and the expertise mentioned above, he boasts professional experience in photography, including drone photography, video production, and editing, further expanding his creative talents. In addition to his professional accomplishments, Bobby is an active member of his community, serving on his town’s Zoning, Planning, and Economic Development Board to contribute to sustainable and well-planned growth in his hometown.
For the past 20 years, Bobby has generously volunteered his time and expertise to his local high school’s marching band, taking on the role of “Chief of Staff.” In this role, he acts as a vital liaison between the band director and other staff members, ensuring seamless coordination and communication. Bobby’s dedication to the marching band extends to his creative talents, as he generously contributes his expertise by handling all their web and design work. This long-term commitment to the band not only showcases Bobby’s community involvement but also highlights his ability to blend his professional skills with his personal passions to create lasting, positive impacts.