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"Steven was knowledgeable and thorough…”

Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!

Crystal lovejoy

"Great Customer Service”

Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.

Lori corry

"It is what it advertised to be”

It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.

Brian Carey

"Great customer service”

Great customer service. Classes are pertinent. Great value

Steve

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Bob Lewis

4.6 / 5

Mergers and Acquisitions (M&A) Strategy
Private Equity in the Accounting Industry
Strategic Growth and Enterprise Value Enhancement
Professional Speaking and Industry Leadership

Bob was voted one of Accounting Today's Most Influential People. He has navigated The Visionary Group over the past 30 years to meet the changes occurring in the CPA profession. His experience is deeply rooted in identifying M&A opportunities on both the buy and sell side and he has deep knowledge and involvement in private equity for the accounting profession. Bob and his team support clients through the entire M&A process, consult on transactions, and drive organic growth with strategic plans that build the firm’s enterprise value.

He collaborates with top firms across the country as well as emerging practices. Bob is an engaging speaker, presenting at over 30 events annually, and serves as a board member for Accounting Today’s advisory group.

To see what The Visionary Group can do for your firm contact Bob at 800.995.9186 or blewis@ThinkVisionary.com. He has a Finance Degree and an MBA from DePaul University in Chicago.