In our more than 20 years of operation, The Visionary Group has been refining processes to help CPA Firms grow. We take the time to get to know our clients and their practice and tailor solutions that will fit their growth needs. Every one of our growth developers has the skills needed to help your organization move forward.

General Overview – This is a summary of who we are and what we do.

Sales Guide – Our guide to making accounting professionals comfortable selling and growing their firm.

Finding M&A Candidates – Our unique approach to helping clients find firms in the area to acquire or merge with.

Bob Lewis – Bob is our President and has been in the accounting industry his entire career. He founded our company in 1995 and has been at the forefront of our efforts ever since.