How Your Score Is Calculated
What We’ll Assess
Your results are based on six core areas that underpin a successful, scalable accountancy practice.
Each one plays a different role in how your business operates day to day and how well it supports you as the owner.
Intentions
How clearly defined your direction is, including your goals, planning, and overall vision for the business.
Mindset
How you approach challenges, make decisions, and take ownership of outcomes within your practice.
Productivity
How effectively your time is structured, managed, and used to move the business forward.
All Together (Team)
How well your team is performing, how engaged they are, and how much the business relies on you.
Customers
The quality of your client base, how relationships are managed, and how consistently value is delivered.
Turnover
How your practice generates income, including pricing, revenue streams, and opportunities for growth.
Imagine running an accountancy practice where your time is under control, your team perform at a high level and your income reflects the value you deliver.
Where growth feels structured rather than reactive, and the business supports your life, rather than taking it over.
That’s what this assessment is designed to help you move towards.