Free firm diagnostic

Find out what to fix first in your firm

Answer 3 questions about your firm, then rate 26 statements. It takes about 5 minutes. You get a grade, your growth stage, and the top three areas to work on, with a next step for each. A 10-year firm is graded against different expectations than a firm in its first year.

Areas covered: Hiring and staffing, Capacity planning, Cutting low-margin clients, Cutting hostile or rude clients, Raising prices, Practice management software, SOPs and delegation, Hiring an operator, Communication with clients and staff, Scope creep and engagement letters, Billing and collections, Owner workload and boundaries, Client onboarding.