A sample of what your clients see — and what your firm gets back.
The assessment is sent under your firm's brand. Clients answer a short set of guided questions. The system generates an Advisory Readiness Score, a Visibility Gap Report, and a recommended advisory package — then flows the responses straight into onboarding.
From assessment to advisory opportunity.
Strong foundation, but visible gaps in forward-looking visibility and decision cadence.
- Cash flow forecasting
- Margin tracking
- Department / location performance
- KPI consistency
- Monthly decision cadence
- Monthly financial review
- Cash flow visibility
- KPI setup
- Profitability monitoring
- Action plan tracking
A structured starting point for the advisory conversation — and the onboarding that follows.
View Sample Assessment OutputQuestions that surface real advisory pain.
"What financial numbers do you trust least right now?"
"How long after month-end do you know how the business performed?"
"What decisions are you making without enough visibility?"
"Do you have one place to see cash flow, profitability, and operational performance?"
"Which part of the business surprises you most often?"
"Are you reviewing KPIs consistently — or mostly reacting when problems appear?"
"What would make this advisory relationship valuable after 90 days?"
"What are the top 3 decisions you wish you had better information for?"
The assessment turns advisory into a conversation clients understand.
- Step 01
Firm Sends Branded Link
The client receives a clean, professional assessment from the CPA firm.
- Step 02
Client Answers Guided Questions
Questions uncover reporting gaps, cash flow uncertainty, decision-making pain, KPI confusion, and operational blind spots.
- Step 03
System Generates Advisory Readiness Score
The client sees where they have strong visibility — and where they're flying blind.
- Step 04
Firm Reviews Results With Client
The firm now has a natural advisory conversation based on the client's own answers.
- Step 05
Client Moves Into Advisory Onboarding
Assessment responses become the starting point for onboarding, KPI setup, and monthly advisory delivery.