The Visionary Group

Great chat with Greg Ekker, Sage Intacct’s Vice President of Professional Services. We dove into some general guidelines for the sales and implementation processes that can help set realistic expectations. It was a great conversation that highlighted the importance of planning and involving the right team members early on. If you're considering a new software implementation, these insights might just save you some headaches down the road. Link to this full episode of The Unofficial Sage Intacct Podcast in the comments below. W/ Matthew (Matt) Lescault, The Visionary Group, Lescault and Walderman (Now a member of TydeCo), Earmark

In Accounting Today's latest article, Alisandy Abinader of The Visionary Group explores a critical generational shift in the accounting profession. From financial barriers and work-life balance to the lure of innovative career paths, young professionals are redefining what success looks like in this industry. Don't miss this must-read article: https://hubs.ly/Q02-P3Q00 Share your thoughts: How is your firm addressing these challenges? #AccountingLeadership #FutureOfAccounting #CPAProfession #CareerDevelopment

At The Visionary Group, we specialize in helping accounting firms chart their best path forward. Our Market Value Accelerator (MVA) is designed to guide firms in determining their next steps by identifying key drivers that are either enhancing or detracting from their overall value. We’ll tell you exactly what we would do if we owned your practice. MVA Process Stages: A thorough assessment that includes an online survey, in-depth interviews, and sophisticated data analysis. Deliverable: A tailored roadmap outlining actionable steps, along with detailed guidance on how to implement them. Post-MVA: For ongoing support and additional resources, check out our Practice Management section. Let us help you maximize your firm’s potential. Schedule a meeting here https://hubs.ly/Q02-Ds2B0

Congratulations to Bob Lewis, President of The Visionary Group, for being named to Accounting Today's 2024 list of the Top 100 Most Influential People! 🎉 Bob is truly honored to be recognized among such an esteemed group and takes a forward-looking approach to the future of the profession. In the attached article, he shares his insights on the biggest changes we can expect in the next decade. Be sure to check it out for a glimpse into the future of the accounting industry! 🔮📊 #Top100 #AccountingToday #Leadership #VisionaryLeadership https://hubs.ly/Q02-sJ010

🍁 Happy Thanksgiving! 🍁 Taking a moment to reflect on how grateful we are for the trust and partnership of our incredible clients, as well as the hard work and dedication of our amazing team. Together, we continue to grow, innovate, and achieve great things. Wishing you and your loved ones a joyful, restful, and abundance-filled holiday. 🦃🍂 #Thanksgiving #Grateful #ClientAppreciation #TeamAppreciation #Blessed #ThankfulForYou

🙌 Shoutout to Bobby Riesterer! 🙌 Bobby Riesterer is the Managing Director of The Visionary Group, and he's our go-to for anything and everything under the roof... and then some! From handling the big picture to tackling the tiniest details, Bobby does it all with passion and dedication. We're beyond blessed to have him on our team! Here’s to you, Bobby – thank you for everything you do! 🙏💼 #TeamAppreciation #GoToGuy #Blessed #VisionaryLeadership

The Visionary Group team just wrapped up the Accounting Today PE Summit this week in Chicago. Thanks to all attendees, sponsors, and speakers who made this a unique and successful event. Two full days of insights centered around private equity and its impact on the accounting profession, with some great takeaways. Already looking forward to building on this event next year!

The Visionary Groups Bob Lewis is co-hosting Accounting Today PE Summit 2024. Make sure to attend it today.

Join Me at This Year's PE Summit in Chicago! It's not too late to register and be a part of this incredible event! The PE Summit brings together experts and leaders in private equity, offering insights, strategies, and networking opportunities you won't want to miss. Whether you're looking to expand your knowledge, connect with industry peers, or stay ahead of trends, this summit is the place to be. Register now and let's meet in Chicago! Bob Lewis Doug Lewis Alisandy Abinader #TheVisionaryGroup