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For bookkeepers & accountants · Free self-assessment

Efficient Practice Scorecard

Assess the workflows, controls, capacity, and advisory habits that help an accounting practice deliver reliable work without constant fire drills.

8 promptsAbout 3 minutesPrivate in your browser
01Does your team follow a documented, repeatable month-end close workflow?
02Are responsibilities, deadlines, and review steps clear for every client or entity?
03Do standardized checks catch errors before reports reach clients or leadership?
04Can the team see workload and capacity early enough to prevent recurring bottlenecks?
05Are routine tasks automated thoughtfully without weakening judgment or review controls?
06Do client reports consistently explain what changed, why it matters, and what to consider next?
07Is your team comfortable leading useful advisory conversations beyond transaction processing?
08Do training, templates, and feedback help strong practices spread across the team?

0 of 8 answered

Answer each prompt, then calculate your score for a practical next-step perspective.