

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. Reach him at (800) 995-9186 or
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A proactive approach to the impact of the disease on your clients will make all the difference.
March 11 -
CPA firms have lost sight of their central mission: building client value.
January 20 -
If your firm doesn't have a plan, you need to start working on it fast.
December 20 -
These seven questions can determine where you stand in the grim landscape of CPA firm succession planning.
By Bob LewisDecember 6 -
Far too many firms still don’t have a functioning plan.
March 18 -
Use tax season to identify those who need your help after April 15.
February 8 -
They need to see that their firm offers a path to the future.
November 7