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Operations audit for accounting and tax practices

Six questions about how your practice actually runs today. Answer honestly rather than aspirationally; a flattering score is no use to you. Nothing is stored unless you ask us to email you the result.

0 of 6 answered

  1. 01Where does a client's documents, jobs and filing history live?

    Whether the thing your business revolves around has a single home.

  2. 02How do you chase clients for missing documents?

    Whether the reminders that protect your revenue depend on a person remembering.

  3. 03How does a client know what you are still waiting on from them?

    Whether people have to contact you to find out where things stand.

  4. 04How do partners see the status of every job in progress?

    Whether answering a routine question about the business takes an afternoon.

  5. 05Do your practice list, document store and accounting software share data?

    Whether the same information gets entered more than once.

  6. 06If the person who maintains the compliance calendar left, what would happen?

    Whether your process lives in the software or in somebody's head.

Your result

Answer all 6 questions and the scored breakdown appears here, with the weakest areas ranked and a specific recommendation for each. A partial score would not mean anything, so we do not show one.

What we would build for accounting and tax practices

The industry page goes through the specific failures behind these six questions, and what we build to close each one. Worth reading alongside your result.

Read the accountants page

Talk through your score with someone.

Forty-five minutes on the two gaps at the top of your list, and a written summary of what we would do about them. Free either way.

Book an auditPut a number on it