Human at Scale

Operations Assessment

A free diagnostic for accounting firms. We score 6 dimensions of your operation and call out your top bottlenecks — delivered to your inbox. Takes about 8 minutes.

Step 1 of 9About you & your firm

About you & your firm

A few basics so we can tailor and address your report. Takes under a minute.

First name*

Last name*

Work email*

Firm name*

Your role or title

Are you the owner or founder?*

YesNo

Firm type

Select as many as you like.

CPA firmTaxBookkeepingCASBusiness AdvisoryWealth or Financial AdvisoryFractional or Outsourced CFOOther

Headcount band*

Total team including part-time and contractors.

1–910–2425–4950–99100–249250+

Annual revenue band

Under $500K$500K–$1M$1M–$3M$3M–$5M$5M–$10M$10M–$25M$25M–$50M$50M–$100M$100M+

Revenue trend — last 12 months

DecliningFlatGrowing <20%Growing 20–50%Growing 50%+

Your responses are private and used only to prepare your report.