How it works
A professional diagnostic for modern accounting and advisory firms.
In just a few questions, the Growth Infrastructure Diagnostic assesses your capacity, client quality, and core systems. It highlights the specific gaps that are stopping you from scaling without burning out and prepares a simple summary you can review on your Revenue Assessment Call.
Why take the Growth Infrastructure Diagnostic?
Scaling a boutique firm is impossible when the owner is the primary bottleneck. This assessment identifies the precise infrastructure gaps keeping you stuck in compliance work and low-margin services.
Discover the specific technical and operational gaps in your CRM and communication systems that are currently preventing automated growth.
See exactly how much time is lost to manual workflows and get a prioritized sequence to recover 10+ hours every single week.
Analyze your current roster to see if you are anchored by high-friction compliance work or positioned to attract premium advisory clients.
Walk away with a simple summary of your biggest bottlenecks and revenue leaks, plus suggested next steps to address them.