Our services range from developing & coordinating strategy to prospecting.
Visionary builds new business using direct prospecting, increased referral partner awareness, and through strategic steps, such as identifying merger or acquisition candidates. We create and position talking points, and actions to differentiate firms and relate the value they offer prospects.

Visionary understands the industry.
We know what PCAOB, 990, and a 5500 are, and keep current on regulations. Our approach targets “best fit” prospects to produce the fees you want and have a higher probability of winning. We believe in nurture marketing that applies repeated, professional efforts into defined prospects.

There are three reasons prospects change firms.
The first is relationship breaks. The client has a new CFO or CEO or a firm introduces a new Partner or support professional. The second is service interruptions. The third is fees. In today’s environment, independence and forced auditor rotation are additional factors. Our efforts develop opportunities and create awareness.