Webinar: Expand Your CPA Firm’s Capacity to Accelerate Growth: Breaking Down the 5 Methods


Title: Expand Your CPA Firm’s Capacity to Accelerate Growth: Breaking Down the 5 Methods

Speaker:  Bob Lewis &  Doug Lewis 

Description: Capacity (or lack thereof) is one of the most critical challenges facing most accounting firms. Capacity is being viewed within a limited vision right now. All firms are focused on outsourcing for capacity relief, but there are really five elements to it. This session will highlight the actionable methods you can take to increase your capacity constraints and continue growing in the changing landscape.

  • Understand how other firms are approaching/solving existing capacity constraints for relief purposes.
  • Explore how CPA firms are also utilizing capacity solutions to grow their practices through redirection of professionals, pricing strategies, RPA, and the addition of advisory service lines.
  • Walk away with an understanding of how your firm can implement solutions to capacity related challenges, without the need to hire additional staff to manage the process or deliver the services.

Read more in our blog.

About Bob Lewis: Bob is one of Accounting Today's Top 100 Most Influential People in Accounting. His focus is to build 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 25 plus years and collaborates with firms of any size including a few of the largest firms in the country.

About Doug Lewis: Doug is a Director at The Visionary Group responsible for the overall success of Visionary’s Mergers & Acquisitions sector. He specializes in conducting M&A searches from inception, through onboarding and final closing of transactions. Prior to joining The Visionary Group, Doug spent time in key client facing roles in the professional sports and startup technology industries

Digital transformation is the process of integrating digital tools into your workflow to streamline data entry and improve the way you deliver value to your clients.

This webinar is part of our Driving Digital Transformation series. View the other virtual events and learn more about this series.

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