FREE DOWNLOAD FOR FINANCIAL PROFessionals
Is Your Financial Practice Built to Scale... Or Are You Just Winging It?
The Free Business Growth Assessment for Financial Professionals: 5 minutes. 12 questions. Your personalized growth score, business profile, and biggest bottleneck — instantly. Real insight, no cost.
Get Clients. Keep Clients. Work Less. Profit More.
In Just 5 Minutes, You'll Discover:
You didn't go to school for marketing and business growth automation. Nobody trained you in lead generation, pipeline management, or client acquisition and retention systems. You built your skills in accounting, tax, financial planning and advisory - and you're genuinely good at it.
But when it comes to growing your practice consistently? Most financial professionals are doing some version of RAM - Random Acts of Marketing:
Posting on LinkedIn when they remember - which is irregularly
Relying on referrals that arrive unpredictably and can't be scaled
Losing leads because follow-up fell through the cracks
Paying for 8–12 tools that don't talk to each other
Occasionally using online ads without plan or process
Working harder every year but hitting the same revenue ceiling
This isn't a skills problem. It's a systems problem. And it has a very specific solution.
The Business Growth Blueprint is the framework that changes how you think about growth - from random and exhausting to systematic and predictable. It's free. It's practical. And it was written specifically for financial professionals.
Built by a Financial Pro Who's Been in Your Shoes
Patrick Muldoon, CPA - Founder & President, Business Growth Success
35+ Years in Financial Services:
Business Growth System Architect
Big 4 Accounting (PricewaterhouseCoopers, Deloitte)
VP Finance/CFO/Controller roles
Investment Advisor (RBC Dominion Securities)
CPA designation (Chartered/Certified Professional Accountant)
Business & Systems Consultant
Experienced Software Programmer
Why Patrick Muldoon, CPA Built This Assessment
After 35+ years in financial services, I've seen the same pattern hundreds of times: brilliant professionals stuck at the same revenue level, not because they lack expertise, but because they lack systems.
The problem I kept seeing: Financial professionals wasting years trying random tactics instead of implementing proven systems.
The solution: This free assessment gives you clarity on exactly where you stand and what to fix first. No guessing. No wasting time on the wrong priorities.
Built by a financial professional, for financial professionals. Take it, see where you stand, then decide your next move from a place of knowledge.
Patrick
CPA / CFO /Advisor
PwC
Alumni
Deloitte
Alumni
RBC
Alumni
HighLevel
Expert
35+ Yrs
Experience
Join the Financial Pros Who Want to Scale Their Firm
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What is the Business Growth Assessment?
The Business Growth Assessment is a free, 5-minute online tool created by Patrick Muldoon, CPA, specifically for financial professionals - including accountants, bookkeepers, CPAs, tax professionals, estate planners, financial planners, and financial advisors.
It asks 12 multiple-choice questions across 7 critical growth areas and instantly delivers three things: a Business Growth Score (0–36 scale), a Business Growth Profile (one of four named types), and identification of the biggest bottleneck currently holding the practice back, including an estimated annual dollar cost of that gap.
It is completely free, requires no credit card
In one sentence: The Business Growth Assessment tells financial professionals exactly where their practice stands across 7 growth areas in 5 minutes - completely free.
What Are the 4 Business Growth Profiles?
The Overwhelmed Entrepreneur
Financial professionals who score in this range are working hard but without the systems, strategy, or automation needed to make growth predictable. They are reactive rather than proactive - handling every task manually, relying heavily on referrals, and experiencing significant feast-or-famine cycles. The biggest priority for an Overwhelmed Entrepreneur is building foundational systems: lead capture, follow-up, and client communication. The good news is that improvement is fast once the right systems are in place.
The Busy Grower
Financial professionals in this profile are generating growth, but inconsistently. They have some systems working but critical gaps that create unpredictable results — a good month followed by a slow one. Busy Growers are often doing too many things manually and haven't yet automated the most time-consuming parts of their client pipeline. The priority is filling the specific gaps identified by the assessment and automating the processes that currently depend on their personal attention.
The Strategic Builder
Financial professionals in this profile have solid systems and are actively building toward scale. They understand what needs to be done and are implementing it — but have remaining gaps that cap their growth ceiling. Strategic Builders typically need to focus on optimizing the conversion rate of their existing systems, expanding their lead sources, and building the retention and referral processes that generate compounding growth over time.
The Systems Thinker
Financial professionals in this profile have integrated systems across most or all 7 growth areas and are growing predictably. They have built a practice that can function — and even grow — without requiring their constant personal involvement. Systems Thinkers focus on optimization, advanced metrics tracking, and building toward a practice with strong enterprise value, whether for continued growth or maximizing their exit value.
Not sure which profile fits you? Take the free assessment above to find out - it only takes 5 minutes.
The Business Growth Assessment — Quick Facts
✅ Free — no credit card, no obligation
✅ 12 multiple-choice questions
✅ 7 growth areas evaluated
✅ Takes approximately 5 minutes
✅ Instant results — on screen and by email
✅ Delivers: Growth Score (0-36) + Business Profile + Biggest Bottleneck + Dollar Cost of Gaps
✅ 4 possible profiles: Overwhelmed Entrepreneur, Busy Grower, Strategic Builder, Systems Thinker
✅ Built by Patrick Muldoon, CPA - 35+ years in financial services, Big 4 accounting and consulting background
✅ No sales calls — just results and optional next steps
How It Works
Step 1 — Answer 12 Questions (5 minutes)
Enter your email address to access the assessment, then answer 12 straightforward multiple-choice questions about how your practice currently attracts clients, captures leads, follows up, retains clients, and tracks results. Each question includes a "Why It Matters" explanation for additional context. There are no trick questions — just practical questions that any financial professional can answer based on their current situation.
Step 2 — Get Your Instant Score & Profile
Immediately after completing the 12 questions, you receive your Business Growth Score (0-36 scale) broken down across all 7 growth areas, your Business Growth Profile (Overwhelmed Entrepreneur, Busy Grower, Strategic Builder, or Systems Thinker), your biggest growth bottleneck, and the estimated annual dollar cost of your current gaps. Results appear instantly on screen and are emailed to the address you provided.
Step 3 — Choose Your Next Step
With your results in hand, you have three options: implement the recommendations yourself, book a free 15-minute clarity call with Patrick Muldoon to discuss your results, or go deeper with the Business Growth 360° Diagnostic & Roadmap for a comprehensive 90-day action plan. There is no pressure — the assessment results are yours to use however you find most valuable.
Not sure which profile fits you? Take the free assessment above to find out - it only takes 5 minutes.
Free Assessment vs. 360° Diagnostic
Both tools reveal your growth gaps — but they answer very different questions. Here's how they compare.
| Feature | Free Assessment | 360° Diagnostic★ Full Picture |
|---|---|---|
| Questions | 12 | 88 |
| Time to complete | 5 minutes | 20–30 minutes |
| Categories assessed | 7 | 7 |
| Score delivered | ✓ YES | ✓ YES |
| AI-Powered Action Plan | ✗ NO | ✓ YES — 90-day |
| Solutions Library | ✗ NO | ✓ YES — all 88 |
| Marketing Analytics | ✗ NO | ✓ YES — 20+ metrics |
| ROI Calculator | ✗ NO | ✓ YES |
| Progress Tracker | ✗ NO | ✓ YES |
| Platform Access | ✗ NO | ✓ Lifetime |
| Support Access | ✗ NO | ✓ BGO Lite included |
| Cost | Free | $299 |
"Do I have a problem?"
"Here is exactly what the problem is and how to fix it."
Ready to go beyond the score? The 360° Diagnostic delivers a complete picture — plus a 90-day AI-powered action plan built specifically for your practice.
See the 360° Diagnostic →Frequently Asked Questions: FAQ's
What is the Business Growth Assessment?
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.
Who is the Business Growth Assessment for?
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.
How long does the Business Growth Assessment take?
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.
What are the 7 areas evaluated in the assessment?
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.
What do I receive after completing the assessment?
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.
How is this different from the Business Growth 360° Diagnostic?
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
Is the Business Growth Assessment really free?
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.
Is my information kept private?
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.
Can I take the assessment if I am outside the United States or Canada?
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.
What happens after I submit the Business Growth Assessment?
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.
Will I be bombarded with sales calls?
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.
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