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Bob Lewis

Bob helps accounting firms create and implement growth strategies. His area of concentration centers on getting professionals more comfortable selling. The Visionary Group helps firms through the entire sales cycle from how to design a business development campaign; including database development, sales messages, calling financial executives or owners, developing and sending custom email marketing programs, writing proposals for their clients and talking them through each sales step with a live lead.

His firm has created services for direct prospecting, client mining and referral partner development, as well as an innovative merger and acquisition search process to identify practices not on the market yet who are trying to determine an exit or transition strategy. Visionary works closely with in-house Marketing Directors and takes leadership on the business development portion of the growth cycle.

NASBA Registered Sponsor
CPAs, EAs, CTECs Approved Credentials
QAS Quality Assured
Since 1996 Trusted Provider
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