Instructors Directory > The Visionary Group
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The Visionary Group
(800) 995-9186
thinkvisionary.com

Visionary Marketing helps to drive innovative thinking for CPA firms by implementing the activities that build firm value. Visionary Marketing is actively involved in the entire deal process and starts conversations with firms and non-accounting businesses looking at their exit strategy or opening a merger or sale. Examples are VARs, CRM/ERP providers, or other specialty companies. It provides industry-leading advice that builds the enterprise value of a CPA firm. Visionary works with leadership to focus on key metrics that make an impact and help firms adapt and transform as the CPA profession changes. Visionary's Advisory Officer role helps firms refine whom to add as a client, advisory capabilities, pricing strategies, client mining, referral partner development, partnership agreements, and every aspect of a firm’s profitability.

 

Archived Webinars

DISRUPTION AND OPPORTUNITY IN ACCOUNTING FIRM MERGERS AND ACQUISITIONS
Recorded Date June 6, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Finance  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm     
HOW TO INCREASE AN ACCOUNTING FIRM'S CAPACITY
Recorded Date April 4, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
ACCOUNTING FIRM SUCCESSION: WILL YOU HAVE TO SELL OR MERGE?
Recorded Date February 7, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm     
STATE OF THE CPA PROFESSION
Recorded Date December 15, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm     
EXPAND YOUR CPA FIRM'S CAPACITY TO ACCELERATE GROWTH: BREAKING DOWN 5 METHODS
Recorded Date June 14, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm