Our CPA Firm Self-Assessment Tool™ is divided into segments by year.  Here are the 2018 segments:

1. Leadership and Management
2. Marketing and Business Development
3. Merger Readiness
4. Partner Admission, Transition, and Buyout

The CPA Firm Self-Assessment Tool™ is designed to help you evaluate where you are as a firm in several key practice management areas, and how you can improve. Our Best Practices, and explanations of what it means to be performing at a high level with respect to each Best Practice, are written by some of the leading consultants in the profession. They give you insight into what the best CPA firms are doing. What makes them different and great firms? We are not suggesting that every “best of the best” firm is scoring high on each one of these Best Practices. But our experience tells us that if they aren't at the top of their game in each area, we can almost promise you that they are working on it.