100% focused on the accounting profession

We help CPA firms begin conversations with prospective new clients. These are targeted prospects that the firm, and Visionary, feel will produce the type of fee opportunities they want to add to their client base. We build a pipeline of higher quality leads.

How we do it depends on…

Where a firm has been successful, wants to penetrate, or needs to upgrade their level of clients. Many firms have never communicated with prospects beyond a newsletter, seminar, or general ad. We use an executive calling approach that develops conversations typically with the CFO/Controller, Executive Director or CEO. The contact name depends on the service we are calling about and prospect size.

Sometimes we need to help with…

Getting a firm ready to talk to prospects. We may need to enhance their website, literature, walk through a sales strategy, extract or build lists, and develop the "sell" for a firm. Since we subscribe to quite a few databases, it is easier for us to size the number of prospects in an area to determine the best place to start efforts. For example, for benefit plan audits, if a firm does 10 audits, but their largest audit has only 500 participants, then attacking the 5,000 participant group may not be wise. Also, we often target by the current CPA firm, which allows us to alter our approach based on the competition.

How we communicate leads...

We develop a Partner Report for firms that track all leads, good or bad. We send that once a month, but as leads arise we communicate immediately with our clients. When a prospect requests literature, we send the packet out for our clients. If the lead needs to speak with a Partner, we send a detailed email outling what to do, which direction to take the lead, and put a framework on the quality of the lead. We make it easy for a firm to take the next step.