This is the complete spectrum any accounting firm should implement. We help you assess each “Corner” and apply strategies based on your firm’s current stage of the practice lifecycle you are in, as well as develop approaches and services to support the different stages of your client’s and prospect’s lifecycle. Your firm’s needs change and your clients and prospects need different support as they age. Understand how to address succession needs, differentiate the firm to attract new prospects, and how to value sell. 

1st Corner – Accounting firm searches:

Visionary has a unique method of finding practices seeking a succession plan or looking to become part of a bigger, growing firm. We find firms that are not up for sale yet and we know how to prequalify their fit with you. Beyond the financial fit, an acquisition or merger can be a source of new talent or services for a firm. For complete details on our Accounting Firm M&A process go to

2nd Corner – Existing client mining/outreach:

Most clients are not aware of other services they may need. We help practices identify which clients to target and how to educate them and how to potentially sell them other services to help their business. In addition, we can introduce new services for a firm to suggest to clients. Visionary has a defined set of services for firms to add an infusion of new ideas that will help you fill slower revenue periods with our client outreach process.

3rd Corner – Referral partner network development:

Visionary manages a program of repeated communications to bankers, lawyers or other key professionals for your firm. Touching ones you have relationships with and introducing and sharing knowledge with potential new referral sources. We create and email service oriented messages and then utilize our “smart calling” to open doors and start conversations.

4th Corner – Direct prospect targeting:

We selectively nurture the best fit prospects you want to add to your firm. Our professionals design the effort, get your buy-in to approach and start the initial prospect conversations. We then hand off leads to your team and help throughout the sales cycle. Direct marketing efforts can change as a process unfolds and we help our clients by adapting the process when refinements are needed.