FREE ASSESSMENT FOR owner-operated businesses
What is your back-office costing your business right now?
The free Business Management Assessment. 5 minutes. 15 questions. Your personalized business management score, business profile, and biggest back-office gap - instantly. Real insight, no cost, no sales call.
In Just 5 Minutes, You'll Discover:
1. Your Business Management Score
Answer 15 straightforward questions and see exactly where your back-office stands across 7 critical operations areas.
2. Your Biggest Operational Gap
The single most important weakness holding your back-office from running cleanly and predictably right now.
3. Your Business Management Profile
Whether you are The Manual Manager, The Patched-Together Business, The Organised Builder, or The Systems Business - and what that means for your next move.
4. What It Is Costing You
The estimated annual dollar amount your business is losing right now to manual processes, disconnected tools, and delayed financial visibility.
Built By a CPA and Zoho Authorized Partner
Over 3 decades watching what separates well-run back-offices from businesses running on hope and spreadsheets.
After 35+ years as a CPA working inside Big 4 firms, capital markets, and as CFO/Controller for private companies across multiple industries - I have seen exactly what separates businesses with clean, reliable back-office operations from those constantly firefighting.
Patrick Muldoon, CPA - Founder & President
It is almost never a lack of effort. It is almost always missing systems.
Cloud accounting, connected CRM, and real-time financial visibility have reached a turning point - genuinely powerful back-office infrastructure is now accessible to any owner-operated business, not just large companies with dedicated finance teams.
This is a significant opportunity, and also a risk.
The businesses that build these systems now will operate with a level of clarity and confidence that the businesses still running on desktop software and spreadsheets simply cannot match.
This assessment reveals exactly where your back-office is exposed - and what to fix first.
CPA / CFO /Advisor
PwC
Alumni
Deloitte
Alumni
RBC
Alumni
HighLevel
Expert
35+ Yrs
Experience
What Are the 4 Business Management Profiles?
Which of These Sounds Like You?
Every business falls into one of four back-office profiles. Your profile determines exactly what to prioritize first - and what disorganization is costing you right now.
The Manual Manager
🏆 Score range: Low
• Running on manual processes, spreadsheets, and individual memory.
• Financial data lives in one place, accessible to one person, and the business carries significant operational risk if that person is ever unavailable.
• No structured reporting.
• No real-time visibility.
💡 The priority is establishing a proper cloud accounting foundation and centralizing client data before anything else can be automated.
The Patched-Together Business
🏆 Score range: Mid-Low
• Tools exist but do not talk to each other.
• Paying for multiple subscriptions and getting real value from very few of them.
• Data lives in disconnected silos requiring manual transfer between systems.
💡 The priority is consolidating the stack onto one integrated platform and eliminating the fragile connectors and manual workarounds currently holding everything together.
The Organized Builder
🏆 Score range: Mid-High
• Solid foundations are in place - reasonable accounting, some structure around client data, defined processes for most core work.
• Meaningful gaps still limit scalability, particularly around automation, reporting depth, and owner dependency.
💡 Ready for deeper integration and analytics investment to unlock the next level of operational clarity.
The Systems Business
🏆 Score range: High
• A genuinely well-run back-office.
• Financial data is current, accessible, and reliable.
• Processes are documented.
• The business can operate without the owner's constant involvement.
💡 Focus at this stage is optimization, advanced business intelligence, and valuation readiness - protecting and building on what is already working well.
Not sure which profile fits your business? Take the free assessment to find out - it only takes 5 minutes.
The Business Growth Assessment - Quick Facts
✅ Free - no credit card, no obligation, no sales call
✅ 15 multiple-choice questions
✅ 7 back-office areas evaluated
✅ Takes approximately 5 minutes
✅ Instant results - on screen and by email
✅ Delivers: Management Score + Business Profile + Biggest Gap + Dollar Cost of Gaps
✅ 4 possible profiles: The Manual Manager, The Patched-Together Business, The Organised Builder, The Systems Business
✅ Built by Patrick Muldoon, CPA - 35+ years, Big 4 accounting, CFO/Controller, Zoho Authorized Partner
✅ No sales calls - just results and optional next steps
How It Works
Step 1 — Answer 15 Questions (5 minutes)
Enter your email to access the assessment, then answer 15 straightforward multiple-choice questions about your accounting system, cash flow visibility, client data management, software stack, and operational processes. No trick questions - just a practical picture of where your back-office currently stands.
Step 2 — Get Your Instant Score & Profile
Immediately after completing the questions you receive your Business Management Score across all 7 areas, your Business Management Profile, your biggest operational gap, and the estimated annual dollar cost of your current back-office weaknesses. 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 at BusinessGrowthSuccess.com/book to discuss your results, or go deeper with the Business Management 360 Diagnostic for a personalized 90-day action plan. No pressure - the results are yours to use however you find most valuable.
Frequently Asked Questions: FAQ's
What is the Business Management Assessment?
The Business Management Assessment is a free online tool created by Patrick Muldoon, CPA, Business Systems Architect, and Zoho Authorized Partner. It evaluates an owner-operated business across 7 key back-office areas and generates a personalized Business Management Score and Profile - showing exactly where operations are strong, where they are exposed, and what to prioritize first. Completely free, takes approximately 5 minutes, requires no credit card.
Who is the Business Management Assessment for?
The assessment is designed for owner-operated business owners doing $100K to $50M in revenue who want a clear, honest picture of where their back-office gaps are. It is especially valuable for businesses still running on desktop accounting software, disconnected tools, or manual processes.
How long does the assessment take?
The assessment has 15 multiple-choice questions. Most business owners complete it in approximately 5 minutes. You receive your Business Management Score and Profile immediately upon completion.
What are the 7 areas evaluated?
Accounting systems, cash flow visibility, invoicing and AR management, financial reporting and business intelligence, client and data management, software stack integration, and operations and payroll. Each area contributes to the overall Business Management Score.
What do I receive after completing the assessment?
Three deliverables immediately: your Business Management Score across all 7 back-office areas, your Business Management Profile identifying your top strengths and biggest gaps, and Initial Recommendations showing what to prioritize first based on your specific profile. For a comprehensive AI-generated 90-day action plan, you can proceed to the Business Management 360 Diagnostic.
How is this different from the Business Management 360° Diagnostic?
The free assessment is a broad snapshot — 5 minutes, identifies key gaps. The Business Management 360° Diagnostic is a comprehensive self-serve deep dive — 91 questions, a complete scored report, a full AI-generated 90-day action roadmap, and access to the Client Portal. Think of the assessment as the "do I have a back-office problem worth investigating?" step and the 360° Diagnostic as "here is exactly what the problem is and here is how to fix it." The 360° Diagnostic is priced at $99 Charter Member sale / $199 regular.
Is the Business Management Assessment really free?
Yes - completely free. No credit card required. No hidden charges. No obligation to purchase anything. No sales calls.
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. View our full Privacy Policy at businessgrowthsuccess.com/privacy-policy.
Can I take the assessment if I am outside the U.S. or Canada?
Absolutely. Available to business owners in the United States, Canada, United Kingdom, Australia, New Zealand, Ireland, and any English-speaking market.
Will I be contacted with sales calls?
No. You will receive your results, a follow-up email with additional resources, and an optional invitation to learn about the Business Management 360 Diagnostic or a Zoho Books Audit. No sales calls. No pressure. No obligation.
Free Assessment vs. 360° Diagnostic vs. Zoho Books Audit
Three ways to diagnose a back-office problem.
Each answers a different question.
| Feature | Free Assessment | 360° Diagnostic | Zoho Books Audit |
|---|---|---|---|
| Questions | 15 | 91 | N/A ‐ CPA-led review |
| Time to complete | 5 minutes | 20 to 30 minutes | 60-minute session |
| Format | Self-serve | Self-serve | Hands-on with Patrick |
| Score delivered | Yes | Yes | 5-area scorecard |
| AI-Generated 90-Day Action Plan | No | Yes | No ‐ written roadmap instead |
| Personal session with Patrick | No | No | Yes |
| Solutions Library | No | Yes ‐ all 91 | N/A |
| Client Portal Access | No | Yes | No |
| Credit toward implementation | No | Yes ‐ 100% within 30 days | Yes ‐ 100% within 14 days |
| Cost | Free | $99 Charter Member sale / $199 regular | $300 |
Swipe to see all columns →
Prefer a hands-on CPA-led review instead of a self-serve tool? The Zoho Books Audit ($300) includes a personal 60-minute session with Patrick and is credited 100% toward any Zoho Books implementation within 30 days ‐ and also toward BGO Foundation Charter Member setup, resulting in $0 net setup.
Ready to go beyond the score? The 360° Diagnostic delivers a complete picture plus an AI-generated 90-day action plan.
See the 360° Diagnostic →Five minutes. Free. No pitch.
Find out exactly where your back-office is losing time, money, and clarity. 15 questions. Instant results. Nothing to buy.
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Created by Patrick Muldoon, CPA using Zoho One and Business Growth One
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