CPA Client Intake Diagnostic for Accounting Firms

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CPA Client Intake Diagnostic

Estimate how much good-fit advisory, CAS, tax-planning, and outsourced-accounting opportunity may stall before a useful first consultation.

What the diagnostic asks

How many good-fit new-client inquiries do you get in a typical month?
About how many never reach a useful first meeting?
When a good-fit prospect meets with you, how often do they become a client?
What is a new client worth in the first year?
How many hours do partners or managers spend on intake each month?
Can a good-fit prospect book the right meeting without emails back and forth?
Do intake questions and reminders prepare everyone before the meeting?

JavaScript is required to calculate your personalized result. The questions and calculation model shown here are the same ones used in the interactive diagnostic.

Client Intake Diagnostic

How many good-fit new-client inquiries do you get in a typical month?