Is Your Financial Practice Built to Scale... Or Are You Just Winging It?

The Business Growth Assessment is a free online tool created by Patrick Muldoon, CPA and Business Growth System Architect, specifically for financial professionals. It evaluates your accounting, tax or financial practice across 7 key growth areas and generates a personalized Business Growth Score and Profile — showing you exactly where your practice is strong, where it is losing ground, and what to prioritize first.

The assessment is designed for financial professionals in private practice, including Accountants, Bookkeepers, CPAs, Tax Professionals, Estate Planners, Financial Planners, and Financial Advisors. It is available to practitioners in the English speaking countries like the United States, Canada, United Kingdom, Australia, New Zealand, and Ireland. It is most valuable for solo practitioners and small to mid-sized firms (1–25 staff) who want to grow their practice but are not sure where to start.

The assessment has 12 multiple choice questions. There are no trick questions — just practical questions about how you currently attract clients, follow up on leads, manage your pipeline, retain clients, and track results. There is also a paragraph below each question called "Why It Matters", which can provide more education on the question. You receive your Business Growth Score and Profile immediately upon completion. Most financial professionals complete it in about 5 minutes.

The assessment evaluates your financial practice across 7 critical growth areas: (1) Online Presence & Trust Building, (2) Lead Generation & Attraction, (3) Lead Capture & Conversion, (4) Nurture & Follow-Up Systems, (5) Client Retention & Loyalty, (6) Upselling, Cross-Selling & Referrals, and (7) Metrics, Measurement & Optimization. Each area receives its own sub-score, contributing to your overall Business Growth Score.

You receive three deliverables: (1) Your Business Growth Score — an overall score indicating your practice's growth health, (2) Your Business Growth Profile — a breakdown of your score across all 7 areas, highlighting your top strengths and biggest gaps, and (3) Initial Recommendations — a brief overview of what to prioritize first based on your profile. For a comprehensive 90-day action plan and deeper analysis, you can then proceed to the Business Growth 360° Diagnostic & Roadmap.

The free assessment is a broad snapshot — it takes 5 minutes and gives you a score and profile identifying your key gaps. The Business Growth 360° Diagnostic & Roadmap is a deep-dive — it takes more time, involves a detailed analysis by Patrick Muldoon, CPA personally, and delivers a comprehensive scored report, profit leak identification, a full 90-day action roadmap, a 1-hour strategy session, and so much more. Think of the assessment as the 'are there problems worth investigating?' step, and the Business Growth 360° Diagnostic as the 'here is exactly what the problems are and how to fix them' step. Learn more here: 360° Diagnostic

Yes, the assessment and personalized results are completely free. No credit card required. No hidden charges. No obligation to purchase any product or service. The assessment is provided as a genuine value-add to financial professionals who want an honest picture of where their practice stands. You will receive your score and profile at no cost.

Yes. Your information is kept strictly private and used only to generate your assessment results and send you relevant resources from Business Growth Success Inc. We do not sell or share your personal information with third parties. You can view our full Privacy Policy at businessgrowthsuccess.com/privacy-policy.

Absolutely. The Business Growth Assessment is available to financial professionals in the United States, Canada, United Kingdom, Australia, New Zealand, and Ireland - or any of the major English-speaking countries. The principles of practice growth, lead generation, client retention, and business systems apply equally to financial professionals in all of these markets.

After completing the assessment, you will receive your Business Growth Score and Profile immediately on screen, along with an email copy of your results. You can then choose your next step:

(1) Implement changes yourself using the recommendations provided,

(2) Book a free strategy call with Patrick to discuss your next steps, or

(3) Proceed to the full Business Growth 360° Diagnostic & Roadmap for a comprehensive action plan.

There is no pressure to take any next step — the assessment results are yours to use however you find most valuable.

No. You'll receive your results, a follow-up email with additional resources, and an invitation to learn about our Business Growth 360° Diagnostic if you want to go deeper. That's it.