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Are you a Market Leader, or a Market Laggard?

We’ve put this assessment together as a help to the profession to aid you in reorienting your firm around being a Market Leader, instead of a Market Laggard. As we navigate the post-pandemic world and a tough labor market, our world needs leaders more than ever. The profession of public accounting firms are the financial bedrock of our world’s hope for economic recovery, and we have immense opportunities ahead of us!

Watch our webinar below as we explain the 5 P’s of a Market Leader.

Are you a Market Leader? Take this assessment to find out!

The calculation of the assessment of your firm’s Market Leader Readiness will be sent to you via email after you complete the assessment. Thus, your name and email below are required to complete this assessment.

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INSTRUCTIONS FOR TAKING THE MARKET LEADER READINESS ASSESSMENT TEST:

Read each positive statement below, and grade your own firm’s assessment on a scale from 1 to 10, with 1 being ‘not true!’ and 10 being ‘yes true!’ Note that the positive statements are written in a way as to denote perfection should you choose #10. So answering the assessment statement on a scale from 1 to 10 allows you to choose the level at which you believe you adhere to the positive statement. If you feel strongly that you adhere to the positive statement, then your answer will trend towards 10. If you believe you do NOT adhere to the positive statement, then your answer will trend towards 1.

Let us know if you have any questions by emailing us at [email protected] .

1) Our firm spends intentional time, at least weekly, developing new processes, improving our current processes, or teaching our team and/or clients our processes.(Required)

2) Our firm intentionally prices our services in strict accordance with scope so that our clients can appropriately fund the growth and sustenance of our firm.(Required)

3) Our team members share their appropriate level of responsibilities and duties and always care about the delivery of their work to our clients.(Required)

4) Our firm's processes prevent bottle necks at various team levels, and allow for smooth onboarding and delivery of our services to our clients.(Required)

5) Our firm's leaders commit time, at least weekly, to strategic planning that allows the firm to know how to manage the immediate future without being surprised.(Required)

6) Our potential ideal clients are aware of what we stand for, and purchase directly from our firm solely because of our known strong value.(Required)

7) Our firm's prices are typically 2x to 3x more than other commodity firms in our same market.(Required)

8) Our team members are fully bought into our firm's culture and to delivering the value that we stand for.(Required)

9) Our firm is clear about our value, and new clients are often coming to our firm due to the clarity of our value to the markets we serve.(Required)

10) Our firm avoids confusion internally by consistently planning how work moves through the firm so that the whole team is clear on who and how to serve.(Required)

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Are you a Market Leader, or a Market Laggard?