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Bob Lewis
Lewis-Bob-Visionary Group NEW - 2025
Job title
President
Company/organization
The Visionary Group
AT Think
About

Bob Lewis is president of The Visionary Group. He has relationships with key leaders in accounting firms nationwide and is a frequent speaker on M&A, private equity, and organic growth, and helps firms assess their ability to remain independent, build enterprise value, and creates and facilitates dozens of material transactions annually. His 30-plus years of support in the accounting profession has provided Lewis with the opportunity to learn from great firm leaders. Beyond his deep experience in M&A and private equity he helps firms with pricing, client upscaling, and overall growth tactics. He is a frequent member of Accounting Today's Top 100 Most Influential People, and co-chairs the Accounting Today Private Equity Summit. He has an accounting background, and his formal education includes a Bachelor of Science in Finance and an MBA, both from DePaul University in Chicago.

Areas of expertise
Practice managementSuccession planning
CONTRIBUTED STORIES
  • AT Think Valuing an accounting firm: Not all dollars are the same

    A host of different factors mean that not all $1 million practices are worth the same amount.

    May 26
    Bob Lewis
    Bob Lewis
    The Visionary Group
  • AT Think Changes in the CPA M&A world post-coronavirus

    The pandemic is restructuring many of the calculations in mergers.

    April 15
    Bob Lewis
    Bob Lewis
    The Visionary Group
  • AT Think Can your firm thrive from the coronavirus?

    The current pandemic offers opportunities for firms that are ready to change.

    April 7
    Bob Lewis
    Bob Lewis
    The Visionary Group
  • AT Think Will coronavirus create risk or opportunity for your firm?

    A proactive approach to the impact of the disease on your clients will make all the difference.

    March 11
    Bob Lewis
    Bob Lewis
    The Visionary Group
  • AT Think Monetize clients while building their value

    CPA firms have lost sight of their central mission: building client value.

    January 20
    Bob Lewis
    Bob Lewis
    The Visionary Group
  • AT Think So, you failed your succession test. Now what?

    If your firm doesn't have a plan, you need to start working on it fast.

    December 20
    Bob Lewis
    Bob Lewis
    The Visionary Group
  • Succession planning
    Test your firm’s succession plan

    These seven questions can determine where you stand in the grim landscape of CPA firm succession planning.

    Lewis-Bob-Visionary Group NEW - 2025
    By Bob Lewis
    President
    December 6
  • AT Think The grim reality of succession planning

    Far too many firms still don’t have a functioning plan.

    March 18
    Bob Lewis
    Bob Lewis
    The Visionary Group
  • AT Think Take time now to create client work later

    Use tax season to identify those who need your help after April 15.

    February 8
    Bob Lewis
    Bob Lewis
    The Visionary Group
  • AT Think Why is your staff disengaged?

    They need to see that their firm offers a path to the future.

    November 7
    Bob Lewis
    Bob Lewis
    The Visionary Group
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Accounting Today is a leading provider of online business news for the accounting community, offering breaking news, in-depth features, and a host of resources and services.

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© 2026 Arizent. All rights reserved.
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© 2026 Arizent. All rights reserved.