The global economy is changing and the CPA M&A market is following suit. There is an...
News
BDO Alliance MP Roundtable - Kohler, WI
At our most recent Managing Partner Roundtable for a BDO Alliance Group, Bob Lewis spent the...
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...
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.
Accounting Today: Can your firm thrive from the Coronavirus?
The president of The Visionary Group, Bob Lewis was recently featured in Accounting Today.
Minimize Client Loss Post COVID-19
Minimize Client Loss Post COVID-19 Many clients will experience poor Q1 revenues. Some may...
Will coronavirus create risk or opportunity for your firm?
Will coronavirus create risk or opportunity for your firm? The economics are clear. Schools are...
Accounting Today: Monetize Clients While Building Their Value
The president of The Visionary Group, Bob Lewis was recently featured in Accounting Today.
Accounting Today: So, you failed your succession test. Now what?
The president of The Visionary Group, Bob Lewis was recently featured as a Succession Planning...
Transition Planning – Option 2 Family Succession
Owners need to understand that conducting a family succession requires a very different path than...
Test Your Firms Succession Plan
The President of The Visionary Group, Bob Lewis, recently had an article published in Accounting...
Why Is Your Staff Disengaged?
Most professionals are not engaged. You might disagree with this because your mind will go to the...
