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Operations Assessment

Find your operational bottlenecks. Then remove them.

8 questions · ~5 minutes

The purpose of this assessment is to quickly diagnose your operations. At the end, you'll receive a report sharing the root causes of your challenges and a set of solutions to fix them. You'll also receive our 14-page operations playbook for accounting firms.

Be honest. The statement you're most tempted to score generously is almost always the one that's costing you the most.

First Name *

Last Name *

Firm Name *

Email *

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Instructions

HOW TO SCORE: Rate each statement 1 (Strongly Disagree) to 5 (Strongly Agree).

Meetings

Action items from meetings get done without me tracking them down. *

1

2

3

4

5

1 is Strongly Disagree and 5 is Strongly Agree

Data Foundation

Our business decisions are driven by data, not gut feeling. *

1

2

3

4

5

1 is Strongly Disagree and 5 is Strongly Agree

Work Prioritization

We have clear rules for how work enters the firm and what gets prioritized when everything feels urgent. *

1

2

3

4

5

1 is Strongly Disagree and 5 is Strongly Agree

Capacity Management

We have a clear signal for when to hire, and our last hiring decision was based on data, not urgency or someone burning out. *

1

2

3

4

5

1 is Strongly Disagree and 5 is Strongly Agree

Process Documentation

Clients consistently get the same quality of experience regardless of who is handling their work. *

1

2

3

4

5

1 is Strongly Disagree and 5 is Strongly Agree

Virtual COO / Fractional Ops

I spend the majority of my time on growth and strategy, not on client work, managing the team, or admin. *

1

2

3

4

5

1 is Strongly Disagree and 5 is Strongly Agree

Revenue Performance Advisory

We never perform work that hasn't been explicitly scoped, agreed to, and billed for in advance. *

1

2

3

4

5

1 is Strongly Disagree and 5 is Strongly Agree

Growth & Margin Advisory

As revenue has grown, our gross profit margins have stayed the same or improved. *

1

2

3

4

5

1 is Strongly Disagree and 5 is Strongly Agree

Your total score tells you urgency.

Your lowest individual score tells you where to start.

Whichever operational area scored lowest is your first move.

Start where the gap is widest. If two scores are tied, start with the one that affects your day-to-day the most.

Three final questions to calibrate your results:

What is your firm's annual revenue range?

Under $1M
$1M – $2M
$2M – $3M
Over $3M
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What is your firm's team size ?

1-5
6-10
11-25
26-50
50+
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What is your firm's Operations Support like?

I have a COO or Director of Operations
I have an Ops Manager
I have an admin or assistant
I handle ops myself
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