Bob Lewis


Bob Lewis is president of the Visionary Group, where he helps practices create and implement growth strategies, and Enterprise Assessment. These include the creation of a marketing plan through Visionary’s unique marketing roadmap process to the execution of lead generation programs to build a pipeline of new prospects. Two significant areas of expertise Lewis has developed are the identification of merger and acquisition candidates in the accounting profession and a process to train and coach firms and individuals to be more comfortable selling. His marketing background includes writing the content and designing websites, literature, surveys, email messages and general branding and image needs. He has a decade of experience in accounting and financial management (including managing a $1 billion billing department for a Fortune 38 company, and run a six-state accounts payable and accounting department) and almost 20 years in professional marketing for the accounting and financial profession. He has a Bachelor of Science degree in Finance and a Masters of Business Administration from DePaul University in Illinois.