Marketing Roadmap

Our Roadmap accommodates the CPA firm profession exclusively. Visionary will quickly create a marketing plan that minimizes Partner, Shareholder and key professional’s time. It addresses opportunities and challenges CPA firms encounter, and creates a written plan that lays out the order and timeframe of the steps we recommend.

The Roadmap includes a written survey we ask all professionals to complete, individual phone interviews with select personnel, a review of the firm's website and literature, as well as other supporting materials they feel are appropriate. The time investment is approximately fifteen minutes to complete the written survey, an hour for a phone interview, and an hour to review the final Roadmap we produce. The timetable to create a Roadmap is two weeks or less once we get the phone interviews scheduled.

100% Guarantee

Our Marketing Roadmap is a 100% risk free offer. There is fee, but we do not ask for a retainer or any money throughout the process. If a firm is unhappy with the results or just does not feel like paying, they are not obligated to do so. They keep the Roadmap and we walk away.

We are very confident in our ability to support any CPA firm. If we cannot get through the Roadmap, then we do not want the firm as a client, and are willing to absorb the time and expense to learn this early in our relationship.

Marketing Roadmap