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Workflow Readiness Assessment

How ready is your firm for a different operating model?

Seven self-reported questions produce one broad score band for discussion. The result is not a diagnosis, recommendation, or prediction of acceptance or outcomes.

01 What share of firm revenue comes from advisory work today?

Planning, CAS, and strategic engagements — not compliance.

02 In season, how much of a partner's week goes to work below their level?

Document chasing, status updates, re-keying numbers, routine review.

03 How often does capacity stop you from doing the advisory work you want to?

The planning conversations that fall off the calendar when season hits.

04 Can you see the status of every return right now, without asking anyone?

Aging, blockers, who is at capacity, what needs attention today.

05 Do your preparers do real tax thinking in their first year?

Planning, entity questions, strategy — not years of data entry first.

06 How many of your business clients see you as their lead advisor?

The first call when a real decision comes up — not just the tax filer.

07 Where do you want the firm to be in three years?
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