See exactly how your practice looks to your next client — before they decide.
Prospects judge your firm in seconds, and increasingly they're not just Googling you — they're asking ChatGPT, Gemini, and Perplexity who to trust. The free Practice Growth Scorecard scores your website's credibility, mobile speed, review profile, and visibility across Google and AI search — then hands you a personalized report on exactly where growth is leaking, and what to fix first.
Audit Your Practice's Digital Growth Engine
Enter your firm's details below to scan your website credibility, mobile load speed, Google review velocity, and AI search visibility.
Four things decide whether a high-value prospect chooses you.
Most accounting and tax firms are quietly losing clients on at least two of them.
Credibility
Does your website make an elite firm look elite? We check the signals prospects evaluate in the first 5 seconds: clarity, design authority, trust markers, and whether your specialized expertise actually comes through.
Mobile & Speed
Over 60% of prospective clients look up your practice on a phone. We check Core Web Vitals, mobile viewport friction, and page load latency — because a slow site quietly sends referrals to the competitor who loaded first.
Reviews & Reputation
Your star rating and review velocity are compared against local benchmarks. In the CPA and tax profession, reviews are the ultimate validation — lack of recent 5-star reviews causes high-intent prospects to hesitate.
Google + AI Search Visibility
The blindspot almost no agency checks. We evaluate how you appear in Google local search and whether modern AI answer engines (ChatGPT, Perplexity, Apple Intelligence) can parse and recommend your practice.
A clear grade, the reasons behind it, and the fixes that move the needle first.
Not an unhelpful vanity score. A specific, actionable diagnosis detailing where your practice is bleeding appointments and how to capture more high-value clients:
- ✓Overall Practice Digital Health Grade
Combined composite score with sub-grades for all four dimensions.
- ✓Named Technical & Conversion Issues
Concrete issues found on your pages and listings — specific, not generalized.
- ✓Estimated Annual Revenue Leaked
Modeled benchmark cost of unreturned calls, slow pages, and missing reviews.
- ✓Prioritized 90-Day Fix Roadmap
What to address first for maximum immediate growth without wasting partner hours.
Sample 90-Day Impact
A score tells you where you stand. A strategy call tells you how to fix it.
Everything measured in the Practice Growth Scorecard—an elite AI website, 24/7 Athena Reception AI, and Practice Growth CRM—is built and run for you as a turnkey growth engine. We stop the leaks so your calendar fills with high-value clients.
Everything you need to know about the Scorecard.
Is the Practice Growth Scorecard really 100% free?+
Yes. You receive your complete preliminary diagnostic scores and prioritized fix list at no cost and with zero obligation to book anything. We ask only for an email so we can deliver your unredacted report.
How does the Scorecard evaluate my AI-search visibility?+
It assesses how your firm appears when someone queries an AI assistant (such as ChatGPT, Perplexity, or Gemini) for accounting, tax, or CPA firms in your market, and whether the structured entity schema, citations, and trust markers those systems depend on are present on your website.
How accurate is the automated assessment?+
It is a directional benchmark audit based on publicly observable web vitals, schema integrity, and local comparison data. It pinpoint exactly where potential clients are leaking between referral and booking.
Do I have to get on a sales call to see my results?+
No. Your scores and prioritized findings are delivered instantly on-screen and to your email inbox. The strategy call is an optional next step if you want our team to implement the fixes for you.
Who is this scorecard designed for?+
CPA firms, tax preparation practices, IRS tax resolution specialists (CTRS / EAs), accounting & bookkeeping firms, and wealth advisory practices.
What happens to my contact information?+
We deliver your report and may send a follow-up explaining the key findings. We will never sell or rent your information, and you can unsubscribe with a single click at any time.