Bob Lewis

Bob Lewis

The Visionary Group
Palatine, IL

Bob Lewis is one of Accounting Today's Top 100 Most Influential People. He speaks nationally on opportunities and obstacles impacting the CPA profession and collaborates with firms trying to either grow or determine an exit path. Key components of Bob’s experience include succession assessments, helping firms expanding their capacity through outsourcing, culling clients, teaching value pricing and helping firms set up or expand their advisory services. Bob collaborates with firms to review their operating agreements, partner compensation model, equity partner buy-in process, and helps construct solutions when partner disputes arise.

Conference session(s)

Session M3: Wednesday, 8 – 9:25 a.m.
M3. How to Increase an Accounting Firm's Capacity