The Accounting Firm Profit, Cashflow & Value Scorecard

Is your accounting firm delivering strong profit and cashflow control — and building real long-term value?

Answer 16 quick questions to get your Accounting Firm Profit, Cashflow & Value Score — with practical feedback across 5 key areas so you can see where your firm is strong, where value may be leaking, and what to focus on next.

Score your firm across 5 key areas: Growth & Strategy, Profit & Margins, Cashflow & Control, Execution Rhythm & Team, and Value & Owner / Partner Independence
Spot the biggest gaps and value-drains affecting profit, cashflow, scalability, execution, and key-person dependence
Get practical insights to guide your next conversation and next strategic step

Note: How it’s structured: 10 scored questions plus 6 quick context questions about your firm, size, goals, and priorities, so your feedback is tailored to your situation — not generic.

Takes 5–7 minutes. Free. Practical and confidential.

What you’ll get from your scorecard

When you complete the Accounting Firm Profit, Cashflow & Value Scorecard, you’ll get a clear snapshot of how your firm is performing today — and where to focus to improve profit quality, cash flow control, execution rhythm, owner or partner independence, and long-term firm value.

In your personalised report, you’ll see:

Your overall Accounting Firm Profit, Cashflow & Value Score

Your scores across the five key areas: Growth & Strategy, Profit & Margins, Cashflow & Control, Execution Rhythm & Team, and Value, Transferability & Owner or Partner Independence

A clear summary of what’s working well — and what may be holding back profit, cashflow, scalability, or firm value

Practical focus areas to help improve performance over the next 90 days and beyond

A clear, quantified snapshot of your firm’s strengths and gaps — helping you decide where to focus your time, energy, and investment next

What we measure (5 Key Areas)

1. Growth & Strategy

How clear your firm’s strategic direction is — including clarity on your best clients, most valuable services, priority markets or niches, and whether your longer-term plan is being translated into real 90-day priorities.

2. Profit & Margins

How well your firm converts fees into healthy profit — including pricing discipline, margin quality, service mix, and whether you understand which clients or service lines strengthen profit and which ones drain it.

3. Cashflow & Control

How strong and well controlled your cash flow is — including visibility over cash, management of debtors and payables, and how well WIP and lock-up are being managed so growth does not keep putting pressure on cash.

4. Execution Rhythm & Team

How well the firm executes through the team — including whether priorities are reviewed regularly, accountability is clear, and performance can scale without everything depending on you or one or two key people.

5. Value, Transferability & Owner or Partner Independence

How valuable, transferable, and lower-risk the firm is becoming — including clear reporting, reliable margins, reduced key-person dependence, and whether the firm is becoming more attractive to a buyer, investor, or merger partner over time.