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THE COMPLETE BUSINESS GROWTH DIAGNOSTIC & ROADMAP FOR FINANCIAL PROFESSIONALS
The Business Growth Diagnostic for Financial Professionals: Stop Guessing. Know Exactly What to Fix.
The Business Growth 360° Diagnostic & Roadmap is a comprehensive, AI-powered business growth assessment platform built exclusively for financial professionals - including accountants, bookkeepers, CPAs, tax professionals, estate planners, financial planners, financial advisors, and financial coaches.
Created by Patrick Muldoon, CPA, with 35+ years in financial services, it evaluates a practice across 88 strategic questions spanning 7 critical growth categories and delivers an instant growth score (0-100%), individual category scores, AI-generated 90-day action plans, a solutions library, marketing analytics dashboard, ROI calculator, and progress tracker — all within a lifetime-access platform. It is the only business growth diagnostic built specifically for financial professionals.
>In one sentence: The Business Growth 360° Diagnostic tells financial professionals exactly where their practice stands, what is holding it back, and what to fix first - in 20-30 minutes, at 1/10th the cost of a business marketing consultant.
Unlock Growth, Boost Efficiency, and Achieve Real Results
Business Growth 360° Diagnostic — At a Glance
✅ 88 strategic questions across 7 growth categories
✅ Instant growth score: 0-100% with category breakdowns
✅ AI-powered 90-day action plan - generated automatically from your results
✅ 20+ marketing metrics specific to financial services
✅ Solutions library: detailed implementation guidance for all 88 questions
✅ ROI calculator: see exactly what missed opportunities cost
✅ Progress tracker: turn insights into accountable action
✅ Business Growth One Lite access - included free (normally $199 setup + $99/month)
✅ Complete in 20-30 minutes - save and resume anytime
✅ 10 diagnostics, unlimited retakes, lifetime access
✅ 30-day money-back guarantee, no questions asked
✅ Charter Member price: $499 (regular price: $1,499)
✅ Built by Patrick Muldoon, CPA - Big 4 background, 35+ years in financial services
Finally: A Growth Strategy Built BY a Financial Pro, FOR Financial Pros (Not Generic Business Advice)
In just 30 minutes of strategic assessment, you'll have more clarity on your practice's growth potential than most financial professionals get in years of trial and error.
No guessing. No generic advice. Just a data-driven roadmap showing you exactly where to focus for maximum impact.
Plus: Instant access to Business Growth One Lite for ongoing support and communication.
Built by a CPA with 35+ years of experience. Designed specifically for accountants, bookkeepers, CPAs, tax pros, estate & financial planners, financial coaches and consultants.
You're Working Harder Than Ever, But Growth Feels Like a Mystery
Sound Familiar?
1. You Don't Know What to Fix First
You know something needs to change, but where do you start?
Fix the website?
Get more reviews?
Improve follow-up?
Automate marketing?
Build an email list?
Run ads?
More social media posts?
Everything seems equally important. Nothing is clearly prioritized. So you either do nothing or waste time on things that don't move the needle.
2. You're Basically Flying Blind
You don't have clear data on what's working:
How many leads are you getting?
What's your conversion rate?
Where do clients come from?
What's your client lifetime value?
Which marketing efforts pay off?
Without metrics, you're guessing. And guessing is expensive.
3. You're Stuck in Manual Mode
Everything takes too long:
Manual follow-ups that fall through the cracks.
Spreadsheet chaos.
Email chaos.
Disconnected tools.
Administrative work consuming billable hours.
No time to actually grow the practice.
You're trapped doing $25/hour work instead of $250/hour work.
The Truth: The Problem Isn't You. It's Your Lack of Knowledge.
You're operating without a diagnostic view of what's actually broken. It's like trying to improve your health without getting a physical exam and blood work. You might exercise more or change your diet - but are you fixing the right things?
Most financial professionals are guessing at growth strategies without knowing:
Their current baseline performance.
Where the biggest gaps are.
Which fixes generate the most ROI.
What order to tackle improvements.
That ends today.
Introducing: The Business Growth 360° Diagnostic & Roadmap
The Most Comprehensive Business Growth Assessment and Execution System Built Specifically for Financial Professionals.
The Vision You Need to Grow Your Business
Business Growth Guidance for Financial Professionals
The Business Growth 360° Diagnostic & Roadmap is a complete business growth platform that gives you:
Instant Clarity on where your practice stands across 7 critical growth categories.
Personalized Roadmap showing exactly what to fix in order.
AI-Powered Action Plans that turn insights into executable 90-day sprints.
Ongoing Tools to track progress, measure marketing ROI, and maintain accountability.
Expert Guidance based on patterns from thousands of financial firm assessments.
Business Growth One Lite Access for learning, support, and communication.
This Isn't Just a One-Time Growth Assessment
This is a complete platform you can access anytime to:
Assess your current state (save progress, resume anytime).
Plan your next 90 days with AI-generated roadmaps.
Track implementation progress with built-in accountability tools.
Measure marketing performance with specialized analytics.
Calculate ROI on growth investments.
Generate professional reports to share with teams or partners.
Execute with task management and follow-up systems.
Communicate and get support with our team through your included Business Growth One Lite portal.
Click image and use magnifying glass to increase size:
The Vision You Need to Grow Your Business
BONUS: Business Growth One Lite Platform Access Included
Every Diagnostic member gets complementary access to the Lite version of our client success platform. What You Get with Business Growth One Lite:
Client Portal - Support & Learn
Secure support communication hub.
Document sharing and management.
Resource library access.
Getting started guides and tutorials.
Conversations - Two-Way Communication
Direct messaging with our team.
View and reply to support threads.
Ask questions about implementation.
Get guidance on your roadmap.
Documents - View Assigned Resources
Access implementation guides.
Download templates and tools.
Review best practice documents.
Save your diagnostic reports.
Why This Matters
You're not just buying a diagnostic—you're joining a support ecosystem.
Most assessments give you results and leave you on your own. We give you:
A platform to track your progress.
Direct access to ask questions.
Resources to support implementation.
An easy foundation for upgrading to a full Business Growth One plan if you want a professional Business Growth System, and done-for-you support.
Business Growth One Lite Value: Setup fee is $199 USD and $99 USD/month. Your Cost: Included free with your Business Growth 360° Diagnostic purchase.
BONUS 2: More Savings. Your Diagnostic Investment Can Be Used to Reduce a Full Business Growth One Plan Setup Fee
Many of the reasons you are not growing your business is due to the lack of a proper growth system. Those areas will be revealed in the 360° Diagnostic. If you decide you would like to correct that and use one of our Business Growth One plans, we give you the following savings:
50% of your 360° Diagnostic investment can be used as a credit against the Business Growth One Launch Plan Setup Fee. You can significantly upgrade your growth system and get the 360° Diagnostic for half off!
100% of your 360° Diagnostic investment can be used as a credit against the Business Growth One Grow Plan Setup Fee. You can significantly upgrade your growth system and get the 360° Diagnostic for free!
NOTE: To get these savings, the Business Growth One plan must be purchased within 30 days of the Business Growth 360° Diagnostic & Roadmap purchase.
How It Works: Transform Confusion Into Clarity in 3 Simple Steps
IT'S EASY...
Step 1: Complete Your 360° Diagnostic
Time: 20-30 minutes (save and resume anytime)
Answer 88 strategic questions (multiple choice and multiple select) across 7 critical growth categories:
(1) Stage 1 Trust & Presence - Your online credibility and first impression
(2) Stage 2 Attract & Capture - Lead generation and conversion systems
(3) Stage 3 Nurture & Close - Sales process and pipeline management
(4) Stage 4 Retain & Resell - Client retention and lifetime value
(5) System & Automation - Technology and operational efficiency
(6) Strategy & Mindset - Leadership clarity and direction
(7) Financial & Valuation - Profitability and business value
P.S. By the way the questions are presented, this alone will give you a multitude of ideas on how you should be growing your business. Then lookup the questions in the Solutions Library to get even more methods to start your plan. Then move on to the 90-Day Action Plans to get you moving forward.
NOTE: Don't worry - you don't have to complete it all at once. Save your progress and return whenever it's convenient. Your responses can always be saved at any point.
REVIEW YOUR SCORE...
Step 2: Get Your Instant Results & Roadmap
Time: Immediate
As soon as you complete the assessment, you'll receive:
Your Growth Score (0-100%) with clear performance benchmarks.
Individual Category Scores showing exactly where you're strong and where you're vulnerable.
Priority Rankings of the highest-impact improvements.
Specific Gap Analysis identifying what's missing in your current approach.
Expert Recommendations for each area based on thousands of assessments.
90-Day Action Plan created automatically by AI based on your specific results
Month 1, 2, and 3 priorities.
Specific action steps organized by timeline.
Focus areas (acquisition, retention, marketing, sales, operations, technology).
One-click task creation.
NOTE: Don't worry - you don't have to complete it all at once. Save your progress and return whenever it's convenient. Your responses can always be saved at any point.
SO MUCH MORE YOU CAN DO...
Step 3: Execute More with Built-In Tools
Time: Ongoing
Don't just collect insights—implement them:
Interactive Client Report:
AI-powered insights, findings, and recommendations
Track progress, identify trends
Benchmark performance against industry averages
Interactive charts, drill-down analysis
Comprehensive scores, growth levels
Actionable data for business growth
Progress Tracker:
Track status for all 88 questions.
Set priorities (Low, Medium, High, Critical).
Assign due dates.
Designate responsibility.
Filter and sort by any field.
Export to CSV/Excel.
Generate PDF reports.
Perfect for team meetings and accountability.
Solutions Library:
Browse comprehensive solutions for all 88 questions.
"Why This Is Important" context for each.
Specific "Solution Ideas" with implementation steps.
Search and filter by category.
Visual solution cheat sheets included.
Marketing Analytics:
Calculate and track 20+ critical metrics specific to financial services.
Industry benchmarks included.
Lead generation, client acquisition, lifetime value, pipeline, channel performance, and referral metrics.
Formula explanations and guidance.
ROI Calculator:
See exactly how much missed opportunities are costing you.
Calculate your Client Lifetime Value.
Estimate monthly missed revenue.
Calculate Return on Investment for business growth systems.
Real numbers to justify growth investments.
Follow-Up Tasks:
Automated task management triggered by your diagnostic results.
Manual task creation.
Title, description, priority, due date, assignee.
Status tracking.
Custom
Reports
Generate professional PDFs to share with teams or partners.
Custom report builder with preferred metrics.
Visual analytics templates.
Retake
Quarterly
Measure improvement over time.
Update your action plan based on progress.
Track your journey from where you started.
Business Growth
One Lite Portal
Access your client dashboard.
Communicate with our team.
View resources and documents.
Get implementation support.
What the Platform Assesses: 7 Critical Growth Categories
Each Category is Scored Individually (0-100%), Then Combined Into Your Overall Business Growth Score.
CATEGORY 1
Stage 1 Trust & Presence: Foundation of Inbound Demand
This category assesses how credible, visible, and compelling a financial practice appears online before a prospect ever reaches out. It evaluates Google Business Profile optimization, online review quantity and quality, website clarity and conversion focus, content consistency, branding, and local SEO. Financial professionals with strong Trust & Presence scores attract more inbound leads because 93% of prospects research a firm online before making contact. Gaps here cause clients to choose a competitor before the practice ever knows they existed.
Google Business Profile optimization and activity.
Online reviews quantity, quality, and management.
Website clarity, mobile-friendliness, and conversion focus.
Content quality, consistency, and educational value.
Branding consistency across all channels.
Basic SEO and local findability.
Social media presence and engagement
Why It Matters
93% of prospects research you online first. Your "first impression" assets determine whether they reach out or choose a competitor. Gaps in your Google Business Profile, reviews, website, content, branding, and basic SEO cost you clients before they ever contact you. When you're easy to find, easy to trust, and easy to understand in under 30 seconds, you create stronger inbound demand and higher conversion from every marketing channel.
Common gaps uncovered:
Weak or missing Google Business Profile.
Fewer than 20 online reviews.
Website doesn't clearly state who you serve and how you help.
Inconsistent branding across channels.
Poor mobile experience.
No active content or thought leadership.
Weak local SEO presence
CATEGORY 2
Stage 2 Attract & Capture: Consistent Lead Generation
This category evaluates how effectively a financial practice generates new leads and converts initial interest into a captured contact. It assesses lead generation channels (organic, paid, referral, social), lead magnet quality, opt-in conversion rates, call-to-action clarity, and whether the practice has a systematic process for capturing prospect information before that interest disappears. Financial professionals with weak Attract & Capture scores are dependent on referrals alone — a single point of failure that caps growth and creates unpredictable revenue cycles.
Multiple lead source diversity (not just referrals).
Landing page and form conversion rates.
Lead magnet quality, relevance, and appeal.
Speed to lead response time.
Lead capture automation and CRM integration.
Organic, referral, and paid channel performance.
Offer strength and positioning
Why It Matters
Without repeatable lead flow, your practice can't grow predictably - you're always one slow month away from panic. The diagnostic pinpoints weak or missing lead sources, low-converting landing pages, poor offers, and slow lead response that create feast-or-famine cycles. Building repeatable lead flow through a mix of organic, referral, and paid channels, with fast automated capture and follow-up ("Speed to Lead"), creates a steady stream of qualified leads entering your pipeline.
Common gaps uncovered:
100% reliant on referrals (no proactive lead generation).
No lead magnets or compelling offers.
Landing pages converting under 2%.
Lead response time over 24 hours (or no response tracking at all).
No system to capture contact information.
Can't track lead source ROI.
CATEGORY 3
Stage 3 Nurture & Close: Sales Process Excellence
This category measures how well a financial practice follows up with leads, builds trust over time, and converts qualified prospects into enrolled clients. It evaluates email and SMS nurture sequences, follow-up consistency, discovery call processes, proposal conversion rates, and CRM pipeline management. Research shows that most financial professionals follow up fewer than two times after initial contact — yet most prospects require five to seven touchpoints before making a decision. Gaps here mean qualified leads are quietly choosing competitors who stay top of mind longer.
Systematic, multi-touchpoint follow-up processes.
Lead-to-client conversion rates.
Pipeline stages, visibility, and tracking.
Multi-channel outreach consistency (email, SMS, phone, social).
Proposal and closing process efficiency.
Sales process automation level.
Accountability and stage management.
Why It Matters
Most leads require 5-7 touchpoints before buying. Pipeline leaks—poor follow-up, weak nurture sequences, inconsistent multi-channel outreach, and proposal friction—mean 60-70% of leads fall through the cracks. Without systematic follow-up, prospects who would have bought simply forget about you or choose a competitor who stayed in touch. A reliable conversion process with clear stages, automation, and accountability delivers higher close rates with less manual effort.
Common gaps uncovered:
No defined follow-up sequence or process.
Conversion rate under 20%.
Manual, inconsistent, or forgotten outreach.
No pipeline visibility or defined stages.
Friction-filled proposal and closing process.
Leads getting lost or forgotten.
No accountability for follow-up.
CATEGORY 4
Stage 4 – Retain & Resell: Lifetime Value Maximization
This category assesses how systematically a financial practice retains existing clients, expands services within the current client base, and generates referrals. It evaluates client review frequency, satisfaction measurement, upsell and cross-sell processes, referral program structure, and early churn detection. Acquiring a new client costs five to seven times more than retaining an existing one — yet most financial professionals invest far more in acquisition than retention. Strong scores here compound over time: retained clients refer, upgrade, and stay, turning the practice into a self-reinforcing growth engine.
Client retention rates and churn analysis.
Onboarding process quality and consistency.
Communication cadence and proactive touchpoints.
Renewal and upsell/cross-sell systems.
Referral request processes and systematization.
Client experience quality and consistency.
Relationship management systems.
Why It Matters
Acquiring a new client costs 5-7x more than retaining one. Weaknesses in onboarding, communication cadence, client experience, renewal systems, and upsell/cross-sell strategy lead to "silent churn"—clients leave without saying why, and you never see the opportunity for expansion. Referred clients close faster, pay more, and stay longer - but referrals don't happen automatically. Creating predictable retention and expansion through systems that deliver ongoing value and proactive client care generates more stable revenue, better margins, and compounding growth.
Common gaps uncovered:
Retention rate under 85%.
No formal onboarding process.
Sporadic or reactive client communication.
No systematic referral request process.
Unknown client lifetime value.
Missed upsell and cross-sell opportunities.
No renewal reminders or processes.
CATEGORY 5
System & Automation: Operational Leverage
This category evaluates the degree to which a financial practice has replaced manual, repetitive tasks with automated workflows and integrated technology. It assesses CRM usage, email and SMS automation, appointment scheduling, onboarding workflows, pipeline management, and tool consolidation. Financial professionals operating without automation are personally bottlenecking their own growth — every manual follow-up, reminder, and check-in that could be automated is time taken away from high-value client work. Practices with strong automation scores grow faster with fewer hours because the system works even when the advisor is not available.
CRM usage, quality, and integration.
Marketing automation maturity and sophistication.
Workflow automation level (what runs without you).
Tool fragmentation vs. centralization.
Pipeline visibility and reporting.
Communication centralization (email, SMS, calls in one place).
Analytics and reporting capability.
Why It Matters
Tool fragmentation and manual processes waste 10-15 hours per week and cause lost leads. Without a unified system integrating CRM, workflows, pipelines, calendars, messaging, and reporting, you can't scale beyond your personal capacity. Everything depends on you remembering to do it. Manual marketing doesn't scale. A proper all-in-one system creates consistent execution, reduces workload, and supports every stage of growth. Technology lets you serve more clients without working more hours.
Common gaps uncovered:
5+ disconnected tools that don't talk to each other.
Everything done manually (follow-ups, reminders, campaigns).
No CRM or still using spreadsheets.
No automation workflows.
Can't see full pipeline or client journey.
Relying on memory instead of systems.
No centralized reporting or analytics.
CATEGORY 6
Strategy & Mindset: Leadership Clarity
This category examines whether a financial professional is operating with a clear, documented growth strategy or reacting to day-to-day demands without a defined direction. It evaluates goal-setting discipline, niche clarity, ideal client definition, positioning versus competitors, time allocation between delivery and business development, and willingness to invest in systems and growth. Tactical execution without strategic clarity produces activity without progress — financial professionals who score low here are often busy but not building. A strong strategy score means the practice has direction, not just momentum.
Ideal Client Profile (ICP) clarity and specificity.
Unique Value Proposition (UVP) definition.
Goal-setting and priorities definition.
Decision-making process (data-driven vs. gut feeling).
Technology adoption willingness and openness.
Focus vs. distraction management.
Execution discipline and consistency.
Why It Matters
Without a defined direction - Ideal Client Profile (ICP), Unique Value Proposition (UVP), clear priorities - every activity seems equally important, which means nothing actually is. Trying to serve everyone makes you invisible in a crowded market. Specialists earn more and attract better clients because they're seen as experts rather than generalists. Building clarity and focus so every activity supports the highest-impact outcomes eliminates distraction and overwhelm, creating faster progress with less stress. The discipline to execute consistently beats brilliant strategy executed sporadically.
Common gaps uncovered:
Can't articulate ideal client in one sentence.
No clear differentiation from competitors.
Goals are vague, non-existent, or unrealistic.
Decisions based on gut feel or emotion, not data.
Resistant to technology adoption.
Easily distracted by shiny objects.
Lack of execution discipline.
CATEGORY 7
Financial & Valuation: Business Value Creation
This category assesses the financial health, pricing structure, and long-term enterprise value of a financial practice. It evaluates revenue per client, pricing strategy, recurring versus one-time revenue ratio, profit margins, key-person dependency risk, and whether the practice is being built as a scalable asset or a personal job. Many financial professionals undercharge, rely entirely on their own labour, and have built a practice that cannot function — or be sold — without them. Strong scores here indicate a practice with predictable revenue, healthy margins, and genuine business value beyond the owner's personal involvement.
KPI tracking, visibility, and review frequency.
Profitability by service, client, and channel.
Budgeting, forecasting, and financial planning.
Operational leverage and owner dependency level.
Systems documentation and asset development.
Exit strategy, succession planning, and readiness.
Business valuation drivers.
Why It Matters
You can't improve what you don't measure. Data-driven practices grow 2-3x faster than those flying blind. Gaps in KPI tracking, budgeting, profitability visibility, operational leverage, systems development, and succession/exit readiness limit your growth today and your options tomorrow. Building a business that generates predictable profit and can operate without you (or with less of you) creates improved financial control now and increased valuation options when you decide to exit. Even if you never plan to sell, building a valuable business gives you freedom and options.
Common gaps uncovered:
Don't track key metrics regularly.
Unknown profitability by service or client type.
No budget or financial forecast.
Business is completely owner-dependent.
No documented systems or processes.
No exit strategy or succession plan.
Don't know what drives business value.
Conclusion: 7 Critical Growth Categories
Your personalized diagnostic scores you (0-100%) in each category, then combines them into your overall Business Growth Score.
You'll see immediately where you're strong, where you're vulnerable, and - most importantly - where you have the biggest opportunities for rapid improvement.
This Isn't Just a Diagnostic - It's Your Complete Growth Command Center
Check Out the Features. Everything You Need to Assess, Plan, Execute, Track, and Get Support for Your Practice Growth.
Feature 1: Interactive 360° Diagnostic
88 strategic questions across 7 categories:
Save and resume anytime - never lose progress
Clear, concise questions requiring no data lookup
Progress tracking (21 of 88 answered)
Category navigation to jump to specific areas
Mobile-friendly interface
Instant scoring upon completion
Feature 2: Instant Results Dashboard
Comprehensive results the moment you finish:
Overall Business Growth Score (0-100%)
Performance level assessment (Critical Risk, At Risk, Fair, Good, Excellent)
Personalized interpretation of what your score means
AI-Powered Insights & Recommendations section
AI-Detected Risks & Anomalies with severity ratings
Key Findings highlighting your top opportunities
Benchmark comparison to industry standards
Suggested Follow-up Actions prioritized
Downloadable comprehensive reports
Feature 3: Category Score Breakdown
Detailed scoring across all 7 categories:
Visual score display with color-coded performance levels
Points earned vs. total possible for each category
Percentage scores for easy comparison
Performance indicators (Needs Improvement, Fair, Good, Excellent)
Roadmap: Priority Actions showing top 3 focus areas
Color-coded system: Green (90-100%), Blue (80-89%), Yellow (60-79%), Orange (40-59%), Red (0-39%)
Feature 4: AI-Powered 90-Day Action Plans
Let AI create your roadmap:
Automated plan generation based on your specific diagnostic results
Executive summary of the plan's focus
Goal tags showing priorities (Increase Profit Margins, Acquire More Clients, Automate Processes, etc.)
Key Focus Areas listed with checkboxes
Overall Progress tracking (0% to 100%)
90-Day Milestones broken into three 30-day periods
Each milestone includes specific goals and success metrics
Action Items organized by timeline (Days 1-30, 31-60, 61-90)
Priority labels (Critical, High, Intermediate, Beginner)
Time estimates for each task
Expected outcomes clearly stated
Business Growth One Solution recommendations for implementation
Dependencies tracked (e.g., "Complete first: Assess Current Online Presence")
One-click "Create Task" button for each action item
Generate New Plan anytime to update based on progress
Feature 5: Comprehensive Solutions Library
Browse solutions for all 88 questions:
Question number and category displayed
"Why This Is Important" context section explaining impact
"Solution Ideas" section with actionable implementation steps
Visual Solution Cheat Sheet for key questions
Color-coded graphics showing benefits and solutions
Tools & Resources recommendations
Business Growth One integration suggestions
Search and filter by category or keyword
Bookmark your most relevant solutions
Print-friendly format for reference
Feature 6: Interactive Client Report
Real-time insights and analysis of your business growth:
5 Tabs: Unlock more insights
Overview: Category Performance Breakdown - View detailed insights
Action Plan: Strengths, Areas for Growth, Prioritized Action Plan, Quick Wins
Trends: Historical Performance Trends - Track your progress over time
Benchmarks: Your Performance vs Industry Total and Category-by-Category Comparison, Key Opportunities / Your Strengths
Insights: Key Findings / Risk Analysis / Recommendations
Unlock AI-Powered Insights: Get immediate access to intelligent analysis
Analysis: Highlights your strengths and pinpoints opportunities for improvement
Comprehensive Performance Overview: Instantly understand your overall diagnostic score and growth level with clear, concise summaries
Feature 7: Progress Tracker
Transform insights into accountability:
All 88 questions listed with full context
Manually set priority levels (Low, Medium, High, Critical)
Track current status (Not Started, In Progress, Completed)
Assign due dates with calendar picker
Designate responsibility (assign to team members)
Filter / Sort by Priority, Status, or Assignee
Export to CSV / Excel for spreadsheet analysis
Generate professional PDF reports
Perfect for strategy sessions, team meetings and one-on-one check-ins
Feature 8: Marketing Analytics Dashboard
Calculate 20+ critical metrics specific to financial services:
A. Lead Generation & Client Acquisition Metrics
Client Acquisition Cost (CAC)
Cost Per Lead (CPL)
Lead-to-Client Conversion Rate
Website Conversion Rate
B. Client Lifetime Value & Retention Metrics
Client Lifetime Value (CLV)
CLV:CAC Ratio (profitability metric)
Client Retention Rate
Average Revenue Per Client (ARPC)
C. Sales Pipeline Metrics
Pipeline Velocity
Sales Cycle Length
Pipeline Coverage Ratio
Win Rate (Proposal:Close Ratio)
D. Marketing Channel Metrics
Email Open Rate
Return on Ad Spend (ROAS)
Social Media Engagement Rate
Content Marketing ROI
E. Referral & Client Experience Metrics
Referral Rate
Referral Conversion Rate
F. Marketing Budget Benchmark
Marketing Budget as % of Revenue
Feature 9: Marketing Analytics Dashboard
Calculate 20+ critical metrics specific to financial services:
A. Lead Generation & Client Acquisition Metrics
Client Acquisition Cost (CAC)
Cost Per Lead (CPL)
Lead-to-Client Conversion Rate
Website Conversion Rate
B. Client Lifetime Value & Retention Metrics
Client Lifetime Value (CLV)
CLV:CAC Ratio (profitability metric)
Client Retention Rate
Average Revenue Per Client (ARPC)
C. Sales Pipeline Metrics
Pipeline Velocity
Sales Cycle Length
Pipeline Coverage Ratio
Win Rate (Proposal:Close Ratio)
D. Marketing Channel Metrics
Email Open Rate
Return on Ad Spend (ROAS)
Social Media Engagement Rate
Content Marketing ROI
E. Referral & Client Experience Metrics
Referral Rate
Referral Conversion Rate
F. Marketing Budget Benchmark
Marketing Budget as % of Revenue
Each metric includes:
Clear input fields for your numbers
Formula explanation
Calculate button for instant results
Industry benchmarks by sub-niche (Accountants / CPAs, Financial Planners, Financial Coaches)
Low Range and High Range comparisons
Notes explaining variances and context
Guidance on interpreting results
Feature 10: ROI Calculator
See exactly what missed opportunities cost:
Calculate Your Client Lifetime Value (CLV):
Average Client Revenue Per Year input
Average Number of Years Retained input
Automatic CLV calculation
Monthly Estimates Section:
Missed Opportunities Per Month input
Average Closing Rate (0-100%) input
Business Growth One Cost Per Month input
Calculate ROI button
Results Displayed:
Client Lifetime Value ($)
Missing Revenue Per Month ($)
Money Left On The Table Per Month ($)
Return On Investment % (ROI %)
Visual Result Boxes With Color Coding
Green for positive ROI percentages
Red/Orange for missing revenue indicators
Clear, large numbers for easy scanning
How to Use This Calculator Instructions:
Step-by-step guidance
Tips on estimating missed opportunities
Explanation of calculations
Context for interpreting results
Feature 11: Follow-Up Task Management
Never let action items slip:
Automated tasks generated from diagnostic results
Manual task creation capability
Fields: Title, Description, Priority, Due Date, Assignee
Status tracking (Not Started, In Progress, Completed, Blocked)
Integration with 90-day action plans
Task history and completion tracking
Notification system for upcoming and overdue tasks
Feature 12: Mobile-Optimized Access
Work from anywhere:
Fully responsive on all devices
Complete diagnostic on your phone or tablet
Access dashboard and results on mobile
Review action plans on the go
Quick reference during meetings
No app download required - works in any browser
Why This Matters:
Most diagnostic tools abandon you after giving results. We give you ongoing access to a support ecosystem where you can ask questions, access resources, track progress, and get help implementing your roadmap. This is your foundation - and if you want full done-for-you implementation later, you can upgrade to a complete Business Growth One plan.
Feature 13: Business Growth Success Apps & Business Growth One Lite Portal Access
Included with your diagnostic purchase:
Client Portal - Full Access:
Secure login (Google, Microsoft, Facebook, or Email)
Clean, professional interface
Easy navigation to platform features
Conversations - Two-Way Communication:
Direct messaging with Business Growth Success team
View conversation history
Reply capability for ongoing support
Ask implementation questions
Get guidance on your roadmap
Documents - Assigned Resources:
Access implementation guides
Download templates and frameworks
Review best practice documents
Save and reference your diagnostic reports
View shared resources from our team
Dashboard View:
Statistics on completed diagnostics
Latest score tracking
Current subscription tier display
Growth focus recommendations
Quick access buttons to key features
View and manage all diagnostics (in progress and completed)
View and manage all 90-day action plans
Feature 14: Getting Started Resources
Hit the ground running:
Start Here: Complete getting started guide
Start Guide: Quick Start Checklist
Start Your First Diagnostic
Complete the Diagnostic
Review Your Results
Explore AI Insights
Step-by-step instructions for all features
Best practices for maximum value
FAQ and troubleshooting
Support from Business Growth One Lite Client Portal
Is the Business Growth 360° Diagnostic & Roadmap Right for You?
The Business Growth 360° Diagnostic & Roadmap is designed specifically for financial professionals who want to stop guessing, start measuring, and build a practice that grows systematically.
This Diagnostic Is Perfect If You're:
A Financial Professional: Accountant, bookkeeper, CPA, tax pro, estate or financial planner, financial coach or consultant.
Serious About Growth: But unclear on where to focus your limited time and resources.
Tired of Guessing: Want a system, strategy, and action plans with data-driven clarity instead of trial-and-error.
Ready for Systematic Growth: Willing to leverage tools and technology (you don't need to be tech-savvy).
Frustrated With Inconsistency: Know you should be growing faster given the quality of your service.
Open to Honest Assessment: Want the truth about what's holding you back, not sugar-coating.
Building for the Long Term and/or to Increase Your Firm's Valuation: Creating a business that can grow and operate beyond just you, that is properly systemized.
This Diagnostic Is NOT Perfect If You're:
You're completely satisfied and don't want to change anything.
You're resistant to technology no matter what.
You want someone to tell you everything is fine.
You're looking for overnight success or magic bullets.
You won't invest any time implementing the recommendations.
Here Is The Bottom Line for Serious Financial Professionals Who Want to Grow the Revenue, Profitability and Valuation of Your Business
This platform is for ambitious financial professionals who want:
Clarity over confusion
Strategy over random tactics
Data over guesswork
Systems over hustle
Results over activity
Support over abandonment
If that's you, this is the most valuable investment you'll make in your practice growth this year.
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 Programmer
Why I Built This
"After three decades in financial services, I lived every problem this platform addresses.
I've seen many financial firms struggle with inconsistent lead flow. I've seen wasted money on tactics that didn't work. I've so often seen them juggle disconnected tools. They've worked evenings trying to keep up with follow-ups and business development. Nothing automated.
I kept thinking: 'There has to be a better way to know exactly what to fix, in what order, and make it easy for financial pros.'
So I built it.
The Business Growth 360° Diagnostic & Roadmap represents everything I wish someone had shown them years ago - a comprehensive diagnostic, clear scoring, prioritized recommendations, execution tools, and ongoing support all in one place.
Not generic business advice. Not tactics from someone who's never been inside financial practices. Real strategies from someone who's lived your challenges and built solutions that actually work.
That's why the platform is genuinely valuable whether you ever become a full client of ours or not. Use it to diagnose, plan, and grow on your own with the included Business Growth One Lite support.
Or if you want full done-for-you implementation, we're here with complete Business Growth One plans. Either way, you win."
~ Patrick Muldoon, CPA
Quick Comparison: 360° Diagnostic vs. Alternatives
360° Diagnostic vs. Every Other Option
See how the Business Growth 360° Diagnostic stacks up against doing nothing, a free online tool, and hiring a business consultant.
| Feature | DIY No Assessment |
Free Online Assessment |
Business Consultant |
360° Diagnostic★ Best Value |
|---|---|---|---|---|
| Time to Clarity | Never | 5 minLimited insight | 4–8 weeks | 20–30 minFull picture, instantly |
| Industry-Specific | No | No | Depends | YesFinancial pros only |
| Question Depth | None | 8–10 basic | Varies widely | 88 questionsStrategic + solutions |
| Instant Results | No | Limited | No | Yes |
| 90-Day Roadmap | No | No | ManualPDF only | YesInteractive |
| Implementation Tools | No | No | Varies | YesCalculators & analytics |
| Ongoing Access | No | No | No | Lifetime |
| Support Access | No | No | Hourly billing | YesBGO Lite included |
| 30-Day Guarantee | n/a | n/a | No | Yes |
| Cost | $0 | $0 | $5,000–$25,000+ | $499 |
Built specifically for financial professionals. Instant results. Lifetime access. 30-day guarantee.
Bottom Line:
Get consultant-quality insights at 1/10th the cost, with ongoing tools and support that free assessments and one-time consultants can't match.
Charter Member Special: Save $1,000 (67% Off)!
Limited to the first 50 members only - then price increases to $1,499
This is NOT a subscription... but its coming. Get in while it is still a one-time payment.
Business Growth
360° Diagnostic & Roadmap
+ Business Growth One Lite
ONE TIME PAYMENT!
Complete 360° Diagnostic Platform
Instant Results & Analysis
AI-Powered 90-Day Action Plans
Comprehensive Solutions Library
Progress Tracker & Task Management
Marketing Analytics Suite (20+ Metrics)
ROI Calculator
Custom Report Generation
Business Growth One Lite
Lifetime Platform Access
30-Day Money-Back Guarantee
USD
Charter Member Price:
Limited to First 50 Purchasers
You Save $1,000 (67%)!
ONE TIME PAYMENT
► Or choose our payment plan:
2 monthly payments of $295 USD
► This is NOT a Subscription...Yet!
Pay once or use the 2-pay option.
What's Included in the 360° Diagnostic
Complete 360° Diagnostic Platform
88-question assessment across 7 categories
Save and resume anytime
Retake any time to track progress
Instant Results & Analysis
Overall Business Growth Score (0-100%)
Individual category scores and analysis
AI-detected risks and anomalies
Performance benchmarks
AI-Powered 90-Day Action Plans
Automated roadmap generation
Month-by-month priorities
Specific action steps with timelines
One-click task creation
Comprehensive Solutions Library
All 88 questions with detailed solutions
"Why This Is Important" context
Actionable implementation ideas
Visual solution cheat sheets
Progress Tracker & Task Management
Track all 88 questions
Set priorities and due dates
Assign responsibility
Export and print capabilities
Marketing Analytics Suite (20+ Metrics)
Lead generation and acquisition metrics
Lifetime value and retention calculations
Sales pipeline tracking
Channel performance analysis
Industry benchmarks included
ROI Calculator
Calculate client lifetime value
Estimate missed revenue
Quantify opportunity cost
Justify growth investments
Business Growth One Lite Access
Regular $199 USD setup & $99 USD/month, included
Client portal - full access
Two-way conversations with our team
View assigned documents and resources
Implementation support
Learning resources
Lifetime Platform Access
Never expires
All future updates included
Retake anytime
Track improvement over time
30-Day Money-Back Guarantee
Complete risk protection
No questions asked refund policy
Savings On Business Growth One Plans
Further savings on full Business Growth One plans
Use 50% of your 360° Diagnostic investment as a credit against the Business Growth One Launch plan Setup Fee
Use 100% of your 360° Diagnostic investment as a credit against the Business Growth One Grow plan Setup Fee
To get these savings, the BGO plan must be purchased within 30 days of the 360° Diagnostic purchase
Here's Exactly What Happens After You Click "Get Instant Access"
Immediately (0-5 minutes):
Secure checkout completes
Welcome email arrives with login credentials
Access your platform dashboard instantly
First 24 Hours:
Complete your 88-question diagnostic (20-30 minutes)
Receive instant growth score and category breakdowns
Review AI-generated 90-day action plan
Explore solutions library for your specific gaps
First Week:
Access Business Growth One Lite client portal
Message our team with any questions
Download your first custom PDF report
Create your first progress tracker tasks
First 30 Days:
Implement top 3 priority recommendations
Use marketing analytics to calculate current metrics
Track progress with built-in accountability tools
See measurable improvements in key areas
Ongoing:
Retake quarterly (or as often as you like) to measure improvement
Generate new roadmaps as priorities shift
Continuous access to platform updates
Direct support through Business Growth One Lite portal
Why the Charter Member Limit?
Only 50 Charter Member spots available at $499
1. Beta Feedback & Refinement
As a Charter Member, you get the platform at 67% off in exchange for providing feedback that helps us refine and improve it. Your insights make the platform better for everyone.
2. Support Capacity
We're personally invested in your success. With Business Growth One Lite access included, we can only provide this level of attention and support to a limited founding group. We want to be responsive and helpful, not overwhelmed.
3. Fair Launch Pricing
Early adopters who trust us deserve the best price. You're taking a chance on us, and we reward that. Once we hit 50 members, the price increases to regular $1,499.
4. Building Community
The first 50 Charter Members become our founding community. You'll shape the platform's evolution and get priority access to new features.
After spot #50, the price goes to $1,499.
That's a $1,000 difference for essentially the same platform.
Plus, future members won't get the same level of Charter Member benefits, priority support, or influence on platform development.
The financial difference:
Charter Member: One-time payment of $499 (or 2 x $295)
Regular Member: $1,499 (or 2 x $825)
You save: $1,000 by acting now
Your Complete Protection: 30-Day Money-Back Guarantee
Here's our promise: Complete the diagnostic. Review your results. Use the platform tools. Access the Business Growth One Lite portal. Implement at least three of the 88 recommendations.
If within 30 days you're not completely satisfied with the value and insights you've received, simply email us and we'll refund your entire investment. No questions asked. No hoops to jump through.
Why can we offer this?
We know it delivers tremendous value. Your only risk is doing nothing. Every month you delay is another month of:
Lost leads falling through the cracks (estimated $2,000-$10,000+ per month)
Wasted marketing dollars on tactics that don't work
Manual processes consuming 10-15 billable hours per week
Competitors gaining ground while you stay stuck
Revenue potential unrealized
Ready to Stop Guessing and Start Growing?
Join the first 50 Charter Members and get lifetime access for 67% off - plus free Business Growth One Lite support.
Here's What Happens Next:
1. Click the button below to secure your Charter Member spot at $499
2. Create your account and get instant login credentials
3. Access the platform
4. Complete your 360° assessment (20-30 minutes, save and resume anytime)
5. Review your results instantly
6. Generate your AI-powered 90-day action plan
7. Start implementing using the platform's tracking and accountability tools (Progress Tracker)
8. Measure progress with the Marketing Analytics and ROI calculator
9. Get support through your Business Growth One Lite portal access
10. Retake quarterly to track improvement and update your roadmap
The Choice Is Yours:
You can keep guessing what's holding your practice back... or you can know with precision - in 30 minutes - exactly where you stand, what to fix, and in what order.
The difference between continuously guessing and knowing is $499.
The cost of continuing to guess?
► $2,000-$10,000+ per month in lost leads and missed opportunities
► 10-15 hours per week wasted on manual processes
► Hundreds of thousands in unrealized revenue potential over the next 3-5 years
Cost to Get Clarity: $499 (one-time) vs. Cost of Staying Stuck: $24,000-$120,000+ per year
The math is clear. The choice is obvious.
Why Financial Professionals Trust Business Growth Success:
Built by Patrick Muldoon, CPA (35+ years financial, systems, programming and technology experience)
Big 4 Accounting Background (PwC, Deloitte)
Enterprise-Grade Platform
Industry-Specific Benchmarks (from thousands of financial firm assessments)
Business Growth One Lite Access Included
Lifetime Updates and Support
30-Day Money-Back Guarantee
Charter Member Pricing (Limited to First 50)
The Cost of Inaction
What Staying Stuck Costs You:
Every Month Without a Growth System:
💸 $2,000–$10,000+ in leads falling through the cracks
⏱️ 10–15 hours wasted on manual processes that should be automated
📉 Competitors gaining ground while you rely on referrals
Over 3-5 Years of Staying Stuck:
💸 $24,000–$120,000+ per year in unrealized revenue
💸 Hundreds of thousands in unrealized revenue potential
The Cost to Get Clarity: $499 (one-time)
The Cost of Continuing to Guess: $24,000–$120,000+ per year
Frequently Asked Questions: FAQs
How long does the Business Growth 360° Diagnostic take?
Plan for 20-30 minutes for the full 88-question assessment. The questions are designed to be quick to answer - multiple choice and multiple select. You don't need to look up data or do research. And you can save your progress anytime and return later - your responses can easily be saved. Many people complete it in one sitting during a focused block of time, but you're free to break it up over several sessions.
What is Business Growth One Lite and what can I do with it?
Business Growth One Lite is our client success platform included free with your diagnostic purchase (normally $199 setup and $99/month). It gives you:
► Client Portal: Secure access to your dashboard, resources, and platform features
► Two-Way Conversations: Direct messaging with our team to ask questions about implementation
► Document Access: View assigned guides, templates, and resources
It's designed for learning, support communication, and staying connected. You can view and reply to conversations, access helpful documents, and see your progress - but it doesn't include the full done-for-you marketing automation features of our complete Business Growth One plans. Think of it as your support hub and foundation for growth.
If you want the full marketing automation system later (CRM, email campaigns, automation workflows, etc.), you can upgrade to Business Growth One Launch, Grow, or Scale plans.
Is this really worth $499?
Consider what you're getting:
► Comprehensive 7-category assessment (88 questions) - $1,999 value
► AI-powered action plans - $299 value
► Marketing analytics suite (20+ metrics) - $199 value
► Progress tracking and task management - $99 value
► Solutions library with 88 detailed implementations - $499 value
► ROI calculator - $99 value
► Custom report generation - $99 value
► Business Growth One Lite access (regularly $199 setup plus $99/mo value = $1,188/year)
► Lifetime platform access with continuous updates
Total value: $4,680
But more importantly, consider what it costs to NOT know what's holding you back:
► If the diagnostic reveals one insight that generates just one additional client at an average lifetime value of only $10,000 = $10,000 in new revenue.
► That alone is a 20x return on your $499 investment!
► If it helps you avoid one $5,000 mistake in wasted marketing = it pays for itself instantly.
► If it saves you 10 hours per month at $200/hour value = $24,000 per year in recovered time.
The question isn't "Is it worth $499?" The question is "Can you afford NOT to have this clarity?"
If I want to purchase a full Business Growth One plan to help solve my growth issues, can I get any credit for purchasing the 360° Diagnostic?
Yes, absolutely! Further savings on full Business Growth One plans include:
► Use 50% of your 360° Diagnostic investment as a credit against the Business Growth One Launch plan Setup Fee
► Use 100% of your 360° Diagnostic investment as a credit against the Business Growth One Grow plan Setup Fee
► To get these savings, the BGO plan must be purchased within 30 days of the 360° Diagnostic purchase
What if I don't implement the recommendations?
Then honestly, this probably isn't for you. The diagnostic provides clarity and direction, but you have to take action. We give you:
► The roadmap (90-day action plans)
► The tools (progress tracker, analytics, ROI calculator)
► The guidance (solutions library with implementation steps)
► The support (Business Growth One Lite access for questions)
► The accountability (tracking systems)
But you have to drive.
That said, if you're genuinely committed but overwhelmed by technical implementation, that's exactly when you should consider upgrading to a full Business Growth One plan, where we handle the technical setup and execution for you while you focus on clients.
The diagnostic helps you understand WHAT to do. Business Growth One does it FOR you if you want that level of support.
Will I receive ongoing support after implementing the solutions?
Yes, through multiple channels:
Included with your purchase:
► Business Growth One Lite Portal: Direct messaging with our team for questions
► Comprehensive help documentation: Getting started guides and tutorials
► Solutions Library: Detailed implementation guidance for all 88 questions
► Knowledge base: Articles, videos, and best practices
Available if you want more:
► Business Growth One Plans: Monthly or quarterly strategy calls depending on plan
► Done-for-you implementation: Full technical setup and execution
► Dedicated support: Priority access and hands-on help
The Diagnostic includes genuine support through the BGO Lite portal. If you want more intensive help, that's available but optional.
How is this different from free business assessments?
Excellent question. Most free assessments are:
Generic:
► Built for all businesses, not specifically for financial professionals
► Generic advice that doesn't account for your industry's unique challenges
► Created by marketers, not financial professionals
Shallow:
► 10-15 very basic questions at most
► Surface-level scoring, if any, with little depth
► No meaningful insights or prioritization
Sales Tools:
► Designed primarily to pressure you into buying
► Results held hostage until you take a sales call
► No genuine value provided
One-Time:
► No ongoing platform or tools
► No ability to track progress over time
► No support after you get results
Our Platform is Significantly Different
Industry-Specific:
► Built specifically for financial professionals by a CPA
► Every question reflects real challenges you face
► Benchmarks based on thousands of financial firm assessments
Comprehensive:
► 88 strategic, thought-provoking questions across 7 categories
► Deep analysis with AI-powered insights
► Prioritized recommendations with ROI estimates
Genuinely Valuable:
► Valuable whether you buy anything else or not
► Includes Business Growth One Lite support access
► No sales pressure or held hostage results
Ongoing Platform:
► Lifetime access - retake quarterly or whenever you wish
► Progress tracking and analytics tools
► Implementation support included
► Complete growth command center
► Continuous product updates
How many diagnostics can I create and can I retake the diagnostics later?
You can create 10 separate diagnostics. Every diagnostic is saved, so you can revisit them at any time. You can also delete them and start new ones at any time. So absolutely, you can retake them later and we strongly recommend it. Your platform access is lifetime, meaning you can:
► Retake monthly or quarterly to track progress and measure improvement
► Compare scores over time to see which areas have improved
► Generate new 90-day action plans based on current state
► Adjust priorities as your practice evolves
Many financial professionals make this a quarterly ritual:
Q1: Take diagnostic, implement top 3 priorities
Q2: Retake to measure progress, tackle next 3 priorities
Q3: Retake again, continue improvement
Q4: Retake for year-end planning
Of course, you can change this schedule based on your wishes. Each retake shows your improvement journey and helps you stay focused on highest-impact activities.
Do I get updates and new features?
Yes, absolutely! As a Charter Member, you get:
► All future platform updates at no additional cost
► New features as they're released
► Enhanced analytics and tools as we add them
► Expanded solutions library as we create more content
► Priority input on what features to build next
Your small investment is ONE-TIME, not recurring.
You get lifetime access with continuous improvements. The only ongoing cost would be if you later choose to upgrade to a full Business Growth One plan for done-for-you implementation - but that's completely optional.
What if I want help implementing my roadmap?
That's exactly what Business Growth One is designed for.
Here's how it works:
1. Start with the diagnostic to understand what needs to be fixed and in what order.
2. Use your results to determine which Business Growth One plan makes sense.
3. We handle the implementation - complete technical setup, automation workflows, campaign creation, CRM configuration, everything.
4. You focus on clients while the system generates leads, nurtures prospects, and scales your practice.
The diagnostic often serves as the perfect starting point for our done-for-you services - but there's zero pressure to buy. Many people use the diagnostic and Lite portal to implement on their own successfully.
When you're ready for done-for-you support, we're here. Until then, you have everything you need to make progress yourself.
What if my score is low?
That's actually good news - it means you have huge opportunities for rapid growth!
A low score (0-59%) isn't a judgment on you as a professional. It simply means your practice has significant untapped potential.
Here's the reality:
► Many of the most successful practices we've seen started with scores in the 30-50% range
► They grew dramatically once they had clarity on what to fix and in what order
► Low scores often mean fast improvement is possible because the "low-hanging fruit" hasn't been addressed yet
► High scores (80-100%) can actually be somewhat harder to improve because you've already tackled the easy wins. But there are still many ways to grow.
Remember: You can't improve what you don't measure. Honest assessment is the first step to breakthrough growth. A low score gives you a clear roadmap - and that's incredibly valuable.
Is this only for established practices?
No. The diagnostic is valuable whether you're:
Solo Practitioner Just Starting (0-3 years):
► Helps you build the right foundation from day one
► Avoid expensive mistakes common to new practices
► Prioritize limited time and resources effectively
Small Practice Looking to Scale (3-10 years):
► Identify why growth has plateaued
► Find operational bottlenecks
► Create scalable systems for the next stage
Mid-Sized Firm Optimizing Operations (10+ years):
► Improve efficiency and margins
► Reduce owner dependency
► Increase business value for eventual exit
Established Practice Preparing for Exit:
► Build transferable systems and assets
► Improve valuation metrics
► Create succession-ready business
The questions and recommendations adapt to your stage of business. The 7 categories are relevant regardless of your firm's size or age.
What if I'm not tech-savvy?
The platform is designed to be intuitive and user-friendly for financial professionals, not software engineers.
You don't need technical skills:
► Questions are straightforward - just answer honestly based on your current situation
► Interface is clean and simple - if you can use email and browse websites, you can use this
► No coding or complex setup required - just login and start
► Mobile-friendly - works on any device
► Help available - Business Growth One Lite access means you can ask questions anytime
Plus, the Solutions Library breaks down implementation in plain English. And if you truly want to avoid the technical work, that's what Business Growth One done-for-you plans are for - we handle all the technology while you focus on what you do best - keeping your clients happy!
How is this different from hiring a consultant?
Great question! Here's the comparison:
Traditional Consultant:
► Cost: $5,000-$25,000+ for assessment and recommendations
► Timeline: 4-8 weeks to complete
► Deliverable: PDF report (often 50-100 pages)
► Ongoing: Nothing unless you pay more for implementation
► One-time: No ability to retake or track progress
Business Growth 360° Platform:
► Cost: $499 one-time (limited time offer - 67% off for Charter Members - limited to first 50 purchasers)
► Timeline: 20-30 minutes to complete, instant results
► Deliverable: Interactive platform with tools, analytics, tracking, and support
► Ongoing: Lifetime access, retake whenever you wish, Business Growth One Lite support included
► Continuous: Track progress, measure improvement, update action plans
You get consultant-level insights at 1/10th the cost, with ongoing tools and support.
Plus, because it's built on patterns from thousands of financial firm assessments (not just one consultant's opinion), the recommendations are data-driven and proven.
If you want hands-on implementation support later, Business Growth One plans provide that - but you're not forced to buy expensive consulting upfront just to get a diagnosis and roadmap.
What if I have a unique situation or specialty?
The diagnostic and roadmap is designed to accommodate a wide range of financial practice types and specialties:
Practice Types Covered (but not limited to) Include:
► Accounting and bookkeeping firms
► CPA practices
► Tax preparation and planning
► Financial planning and wealth management
► Estate planning
► Financial coaching and consulting
Service Models:
► Hourly billing
► Value pricing
► Subscription/retainer
► Project-based
► Hybrid approaches
Specializations:
► Industry-specific (medical, legal, real estate, etc.)
► Demographic-specific (retirees, high-net-worth, small business, etc.)
► Service-specific (tax planning, retirement planning, fractional CFO, etc.)
The 7 categories assess universal growth fundamentals that apply regardless of specialty. However, the Solutions Library and AI-powered recommendations adapt based on your specific answers.
If you have questions about how the platform applies to your unique situation, use the Business Growth One Lite portal to ask our team directly.
Can I share my results with my team or partners?
Absolutely. You have multiple options:
Generate PDF Reports:
► Comprehensive diagnostic reports
► Professional formatting
► Visual charts and graphs
► Download and share via email
Export Data:
► CSV format for spreadsheet analysis
► Excel export with formatting
► Progress tracker exports
Print Reports:
► Print-optimized formatting
► Perfect for team meetings
► Use in strategy sessions
Screen Share:
► Share your dashboard during virtual meetings
► Walk through results together
► Collaborate on priorities
Your data is yours to share (or keep private) as you choose.
Can I get a refund after 30 days?
The 30-day money-back guarantee is firm. After 30 days, all sales are final.
Here's why:
► We need to be fair to Charter Members who commit early and stay engaged
► The platform provides genuine value that can be fully accessed and implemented within 30 days
► We want committed members who will use the platform, not perpetual "tire-kickers"
Our suggestion: If you're unsure, start with the diagnostic and give yourself time to explore it fully within the first month. Complete the assessment, review your results, use the tools, access the Lite portal, and go through your Strategy & Roadmap meeting with our team. Implement at least 3 recommendations.
If within those 30 days you don't see the value, we'll refund you with no questions asked.
But if you're serious about growth and willing to take action, 30 days is plenty of time to experience the value and decide if this is right for you.
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We help firms in Accounting, Bookkeeping, CPAs, Tax, Estate & Financial Planning & Advisory grow their practice.