Growing Your Firm with Bob Lewis

Randy talks to Bob Lewis, who was recently named one of Accounting Today’s Top 100 Most Influential People in Accounting, about how CPA firms must position themselves in the fast-changing accounting landscape—especially as Covid rages on. Bob gives his insights into the best ways to develop prospects and referral sources, cross-selling strategies, the importance for firms to find a market niche, and the best ways for firms to position themselves through mergers and acquisitions.

Important Links

Think Visionary

Bob Lewis on LinkedIn


About the Guest

Bob Lewis founded The Visionary Group in 1995 in an effort to help CPA firms grow. He is a frequent speaker on contemporary ways to grow a CPA firm organically and through custom merger and acquisition searches. His prior experience was as a Financial Analyst and Regional Accounting Manager for Fortune 36 technology company.

Bob and his team help accounting firms refine or establish a business development and sales culture. He helps firms determine the best fit prospects and referral sources to pursue, develops processes to cross-sell the firm’s existing clients and works to teach CPAs how to develop or refine their sales skills and networking. He helps succession teams get more engaged in the firm’s growth and comfortable and capable of bringing in new business.

Bob earned his Bachelor’s and MBA from DePaul University in 1981 and 1986, respectively.

Meet the Host

Randy Crabtree, CPA

Randy Crabtree

Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession.

Since 2019, he has hosted the “The Unique CPA,” podcast, which ranks among the world’s 5% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser (Tax-saving opportunities for the housing and construction industries) and he is a regular presenter at conferences and virtual training events hosted by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global and several state CPA societies. Crabtree also provides continuing professional education to top 100 CPA firms across the country.

Schaumburg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from R&D tax credits, cost segregation, the energy efficient commercial buildings deduction (179D), the energy efficient home credit (45L) and the employee retention credit (ERC).

Prior to joining Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries, and has worked closely with top executives to help them optimize their tax planning strategies.