Lead Development / Executive Calling
New prospects. Sales coaching.
Some call it telesales, telemarketing, or cold calling, but our calling is executive driven and starts conversations, develops firm awareness and builds opportunity pipelines.
Client Mining
Add profits. Strengthen value.
We have a defined process to lead or assist in client mining to add profits and increase client retention. Client mining is an excellent method to get non-selling professionals creating revenue.
CPA Firm Mergers and Acquisition
Transition Solutions. Quick Growth.
We identify and get you talking with firms not listed with brokers. Our process works and uses a risk sharing success model. Firms are seeking transition plans, but are uncertain how to proceed. We bring your opportunity to them.
Image and Branding
Perception matters. Consistency Counts.
We write the content and design the look for literature, websites, email marketing, proposals, PowerPoints, ads or whatever is needed to make your firm look good. Our web support also stimulates search engine optimization.
Surveys
Gather intelligence. Defuse problems.
Visionary provides client, referral partner, post engagement, employee and company satisfaction surveys. Surveys help firms understand what to write about and what services to sell.
Two decades of experience with lead development in:
- Private Companies
- Not-for-Profits
- Publicly Traded / SEC
- EBP Audits
- CPA Firm Acquisition and Merger
Ask about our ROI model!
We have a tool you can use to calculate the ROI. If someone is promising outrageous returns, talk to us first. Selling for the accounting process takes time and works if you have realistic goals. There is no proven method or guaranteed success and if you are promised that think twice about the provider. Call Visionary for realistic expectations and a long term relationship.