Is Your Firm Ready to Run Smarter? 

Get early access to the NEW digital practice health questionnaire. Launching Soon. 

You can't transform what you can't see. 

 

Coming this June - a powerful, new Practice Health Questionnaire built for accounting firms. No matter where you firm stands today, this is your chance to

  • Benchmark your firm against leading operational standards
  • Receive priority early access to the Practice Health Questionnaire when it launches
  • Qualify for a 1:1 results review with a Solutions Specialist to discuss your next steps 
 
 

Why Join the Early Access List?

Because every firm, at every stage, can run smarter. 

 

The new Digital Practice Health Questionnaire delivers a clear, actionable snapshot of your firm's current operational health and shows where you can drive measurable improvements. 

Why Trust This Audit? Because We've Seen What Works. 

We've helped thousands of accounting firms from small practices to the top 100 uncover what truly drives operational efficiency and growth. The Digital Practice Health Questionnaire distill those proven insights into one simple tool, your cheat code to faster results. This audit will show you where to focus, and where to start. 

 

Pinpoint the workflows and bottlenecks draining billable hours

Identify opportunities to shorten your cash cycle and increase margins

Understand how well your current systems support future growth

Discover where reporting and insights gaps are limiting firm-wide decisions

Why a Practice Health Questionnaire Now?

Post–tax season is the perfect time to assess your operations and plan for what’s next.

Whether your team is backlogged from the busy season or just tired of the same billing and workflow headaches, now is the time to modernize your practice.

 

Be the first to receive your personalized Practice Health Questionnaire and discover:

  • Where disconnected tools are draining billable hours
  • How much time and revenue is lost in manual workflows
  • How does your tech stack compare to modern, Top 100 firm standards
  • Immediate opportunities to improve visibility, efficiency, and profitability