Impaired Leverage – The #1 Issue Facing CPA Firms

Impaired Leverage is a limited number of professionals that bring in material business. To grow and to create an effective succession team, this challenge should be addressed and improved.


Take control of client mining efforts and business development initiatives. The Enterprise Assessment can be a vital component in creating expanded client value and training your staff on consulting and eventually selling.

Build Client Value

Go beyond tax, assurance or accounting & strengthen client relationships by helping client’s drive their growth

Develop Sales Skills

Create or advance the sales ability of Partners & staff with a dynamic & simple to follow process

Create a Client Roadmap

Our application asks the questions, creates a graphical assessment & starts an expanded conversation

Win High Value Clients

Upscale your client base by winning the type of valued business that will take your firm to the next level

Cross-Sell Services

Identify other client needs while increasing consulting & other revenue outside of compliance support

Attract Referral Partners

Show referral partners your firm is deeper than compliance & can help their organization & clients grow


8 Focused Sections on Different Operational Segments
Our assessment allows you to guide a prospect or client through 8 core areas that are critical to their companies success

A Guided Process to Uncover Key Client or Prospect Pain Points
Carefully placed probing questions laid out to illuminate areas each client can examine to refine their performance

The Ability to Generate Instant Reports to Share with a Client or Prospect
These graphical reports evaluate areas of strength, create expanded conversations and  identify areas where you can help build client value

Flexibility to Conduct Assessments On-Site or Remotely
In-person or remotely walk a client or prospect through their basic core operational areas and discuss the next steps to consider taking action on

Permanent and Secure Storage of Each Assessment
All data is securely stored and protected for you to review and further analyze whenever you would like

Most CPA firms generate only 5-10% in consulting revenue.

The Big 4 has 28-42% of their total revenue in consulting.

Created, Developed and Supported by the CPA Growth Industry Experts

The Enterprise Assessment is a division of The Visionary Group, an organization dedicated entirely to growing CPA firms for the past 25 years. Clients kept asking us for a simple, efficient and effective process to win new business, build the value of existing clients and get their staff capable of selling. This led to the development of our clean and scalable platform to accelerate a CPA firm’s growth initiatives and increase the firm’s ability to:

  • Conduct a successful succession
  • Attract new recruits
  • Become each client’s advisor
Have Questions? Give our team a call at (888) 302-9645!

All-In Pricing. No Set Up Fees. Unlimited Users.

We charge based on the total number of employees in your firm. You receive unlimited usage for any employee firmwide and for as many clients or prospects you want to run assessments for.

Unlimited Storage – Unlimited Usage – USA Based Support – No Set Up Fee

1 - 15 Employees



16 - 40 Employees



41 - 75 Employees



76 - 149 Employees



150 + Employees

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For Pricing

Schedule a Demo

Want to begin a discussion about The Enterprise Assessment? Contact us today to see if we might benefit your firm.

No pushy sales process and complete transparency through the entire process. We recommend setting aside 30 minutes for the initial conversation.

Contact Us

(888) 302-9645