Operations Health Check

Operations Health Check for Accounting

Engagement and billing lifecycle, busy season capacity planning, quality review process, and realization rate management.

Start your Accounting Health Check
What We Analyze

Built for how accounting firms actually work.

Processes We Assess

  • Client Acquisition & Onboarding
  • Tax Preparation & Compliance
  • Advisory & Recurring Services
  • Practice Management & Operations

Key Areas We Explore

  • Engagement scoping and fee determination
  • Tax return preparation and review workflow
  • Advisory service delivery
  • Busy season capacity and resource planning

Metrics We Benchmark

  • Billable Utilization Rate
  • Realization Rate
  • Collection Rate
  • Monthly Recurring Revenue (MRR)
  • Revenue Per FTE
Free Assessment

See where your operations stand.

Answer 10 to 15 targeted questions from an AI advisor who understands accounting operations. Get a confidential scorecard with your top findings in about 10 minutes.

Start your Accounting Health Check
Talk to Scott

Prefer to start with a conversation?

Book 30 minutes to talk through what you’re working on. No pitch — just a practical conversation about your operations.