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Practice Health Questionnaire

Overview

This assessment evaluates operational maturity and identifies opportunities for modernization in CPA firms that face competition, technology gaps, and talent retention challenges. 

It will focus on six critical areas:

  • Technology Infrastructure & Modernization 
  • Client Experience & Digital Service Delivery 
  • Staff Retention & Workforce Management 
  • Compliance & Risk Management 
  • Payment Processing & Financial Operations 
  • Advisory Services & Value Creation 

Technology Infrastructure & Modernization

  1. Strongly Disagree
  2. Disagree
  3. Neither Agree nor Disagree
  4. Agree
  5. Strongly Agree

Technology Infrastructure & Modernization

  • Green

  • Amber

Client Experience & Digital Service Delivery

  1. Strongly Disagree
  2. Disagree
  3. Neither Agree nor Disagree
  4. Agree
  5. Strongly Agree

Client Experience & Digital Service Delivery

  • Green

  • Amber

  • Red

Staff Retention & Workforce Management

  1. Strongly Disagree
  2. Disagree
  3. Neither Agree nor Disagree
  4. Agree
  5. Strongly Agree

Staff Retention & Workforce Management

  • Green

  • Amber

  • Red

Compliance & Risk Management

  1. Strongly Disagree
  2. Disagree
  3. Neither Agree nor Disagree
  4. Agree
  5. Strongly Agree

Compliance & Risk Management

  • Green

  • Amber

  • Red

Payment Processing & Financial Operations

  1. Strongly Disagree
  2. Disagree
  3. Neither Agree nor Disagree
  4. Agree
  5. Strongly Agree

Payment Processing & Financial Operations

  • Green

  • Amber

  • Red

Advisory Services & Value Creation

  1. Strongly Disagree
  2. Disagree
  3. Neither Agree nor Disagree
  4. Agree
  5. Strongly Agree

Advisory Services & Value Creation

  • Green

  • Amber

  • Red

Summary

  1. Strongly Disagree
  2. Disagree
  3. Neither Agree nor Disagree
  4. Agree
  5. Strongly Agree

Your summary

Thank you for completing the assessment.

To see your results please complete the form.

Questionnaire

Overall Scoring & Recommendations

  • Competitive Leader

    Maintain competitive advantage

    Keep practice management and document systems up to date. Produce thought-leadership, attend industry events, and use advanced performance metrics firm-wide.

    Expand service capabilities

    Offer high-value advisory services like financial planning, valuations, and consulting. Invest wisely in technology, talent, marketing, processes, and partnerships to grow sustainably.

    Optimize existing processes

    Adopt lean principles and continuous improvement. Use advanced automation, quality monitoring, and smart scheduling to boost efficiency and ROI.

    Drive innovation

    Launch formal innovation programs and research collaborations. Pilot emerging technologies—AI, security solutions, operational monitoring—and share learnings through labs and industry forums.

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  • Modernization Needed

    Technology modernization

    Implement integrated practice management platforms that incorporate document management systems to enhance interoperability and productivity.

    Process automation

    Expand automation to target most routine tasks through comprehensive planning, scheduling, and workforce management systems.

    Staff satisfaction improvement

    Deploy systematic satisfaction measurement tools, wellness programs, and professional development with integrated technology training.

    Client experience enhancement

    Implement proactive communication systems and client portals that integrate document sharing and automate project updates.

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  • Urgent Transformation

    Emergency modernization

    Deploy cloud-based or hosted practice management systems to replace legacy infrastructure and establish operational stability.

    Competitive survival

    Standardize service delivery processes, pricing models, and core competencies while implementing performance tracking systems.

    Basic automation

    Automate routine tasks such as invoicing, client communication, and tax preparation through an integrated document and practice management system.

    Staff retention crisis management

    Address retention through satisfaction measurement tools, targeted interventions, and integrated workforce management solutions with training programs.

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