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20 PLUS YEARS EXCLUSIVELY GROWING ACCOUNTING FIRMS

Visionary provides the business development and sales strategies for accounting firms. We create the approach that best fits your firm’s position in the marketplace and current comfort level with selling and then we implement the steps. The Visionary team will contact the prospects you want to get in front of via our executive calling and emailing tactics. We have a deep understanding of assurance, tax, accounting and specialized advisory services.

Our Clients

4 Corners

Expectations

Foundation Items


Our team helps firms by:

  • Using our proprietary 4 Corners approach
  • Helping select partners and emerging leaders get more comfortable selling and networking
  • Developing new services to differentiate a firm and add more to the bottom line
  • Closing the GAP from where they are today to where they want to get to

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HOW WE WORK WITH YOU:

Our clients include firms with dedicated marketing leadership and firms who rely 100% on Visionary to lead them. We do not make you sign a contract and we do not sell “canned” programs. Visionary creates an approach unique to your firm.

In practices with in-house leadership, we “plug into” their strategy to implement their business development steps.

When we are a firm’s complete marketing and business development solution, we deploy our 4 Corners approach and modify variables of this process to adapt to each firm’s current sales skills and position in their marketplace.

(800) 995-9186

Ask about our ability to find a firm for you to acquire or merge into yours or our ability to create new services and market services you have in place such as client accounting services, benefit plan audits or specific industries.