The Great Liberation with The Visionary Group’s Bob Lewis

Bob Lewis is the President of The Visionary Group and is one of Accounting Today's Top 100 Most Influential People in Accounting.

Bob focuses on building the Enterprise Value of CPA Firms using a process of mergers and acquisitions, succession planning, and refinement of a firm’s organic growth decisions. He has been exclusively supporting the CPA profession for over 25 years and collaborates with firms of any size including a few of the largest firms in the country. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

• What ‘The Great Liberation’ is and what it means for the Accounting industry.
• How to transition from a compliance-only approach to an advisory approach.
• How to retain clients and reduce turnover rates.
• The importance of focusing on building enterprise value and optimizing performance.
• The problems operating agreements cause for firms.

Resources:

• The Visionary Group
• Accounting Today
• Advisory Officer

Connecting with Bob Lewis:

• LinkedIn

Connecting with the host:

• Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/