FREE ASSESSMENT FOR FINANCIAL PROFessionals
Is Your Financial Practice Built to Scale... Or Are You Just Winging It?
Take the free 5-minute Business Growth Assessment. Get your personal growth score, your practice profile, and your biggest bottleneck - instantly.
In Just 5 Minutes, You'll Discover:
The Business Growth Assessment is a free, 5-minute online tool 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.
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 Assessment is part of 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. Most are surprised by what it reveals.
What Are the 4 Business Growth Profiles?
Which of These Sounds Like You?
Profile 1: Overwhelmed Entrepreneur (0-12)
Profile 2: Busy Grower (13-21)
Profile 3: Strategic Builder (22-30)
Profile 4: Systems Thinker (31-36)
Take the Assessment to find out exactly which profile fits your practice - and what it is costing you.
How It Works
Step 1 — Answer 12 Questions (5 minutes)
Answer 12 straightforward questions about how your practice attracts, converts, and retains clients.
Step 2 — Get Your Instant Score & Profile
Get your instant score, profile, biggest bottleneck, and estimated annual dollar cost of your gaps.
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.
Built by a Financial Pro Who's Been in Your Shoes
Patrick Muldoon, CPA - Founder & President
The Business Growth Assessment was built by Patrick Muldoon, CPA - with 35 years inside financial businesses at PwC, Deloitte, and RBC.
It is built on the patterns I have seen across hundreds of financial practices.
The gaps are almost always the same.
And they are almost always fixable.
CPA / CFO /Advisor
PwC
Alumni
Deloitte
Alumni
RBC
Alumni
HighLevel
Expert
35+ Yrs
Experience
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
Frequently Asked Questions: FAQ's
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 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.
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.
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.
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 | ✓ YES |
| Cost | Free | $300 |
"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 →Powerful and Affordable System and Services to Help You Grow Your Financial Business. Simplify, Integrate and Automate: Use the Latest Technology to Your Advantage!
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