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Public utility guide
How this diagnostic works
See what happens before a good-fit prospect becomes a client.
- Who it is for
- CPA & Accounting
- What it returns
- Directional annual opportunity range, separate senior-time cost, trust-risk interpretation, assumptions, confidence, and recommended next step.
- Cost and contact boundary
- Free public diagnostic. No contact information or appointment is required to see the result.
- Related system family
- Intake Systems
Inputs you provide
- How many good-fit new-client inquiries do you get in a typical month?
Count prospects who fit the services you want to grow.
- About how many never reach a useful first meeting?
Count delays, no-replies, and scheduling drop-offs.
- When a good-fit prospect meets with you, how often do they become a client?
When a good-fit prospect meets with you, how often do they become a client?
- What is a new client worth in the first year?
What is a new client worth in the first year?
- How many hours do partners or managers spend on intake each month?
Include screening, scheduling, reminders, and chasing details.
- Can a good-fit prospect book the right meeting without emails back and forth?
Can a good-fit prospect book the right meeting without emails back and forth?
- Do intake questions and reminders prepare everyone before the meeting?
Do intake questions and reminders prepare everyone before the meeting?
Method
- The firm supplies the operating inputs. TQP supplies the visible range treatment and intake-readiness interpretation.
- The calculation uses the user's recent operating inputs, keeps the modeled exposed cohort disjoint, and keeps senior time separate from the opportunity range.
Assumptions
- Uses your numbers: No universal CPA benchmark is presented as your firm's result.
- First-year client value only: Longer tenure, referrals, expansion work, and tax-season spillover are excluded.
- 8-hour working day: This makes the monthly hours easier to picture without assigning them a dollar value.
- Time and revenue calculated separately: This prevents the same operating friction from being counted twice.
How to interpret the result
- The result is a directional planning estimate, not verified lost revenue, causal attribution, or guaranteed recovery.
- No. Partner and manager hours remain visible as time because turning them into revenue would risk double counting the same intake friction.
- Compare the result with recent call, form, booking, proposal, and CRM records before making an operating decision.
How to read this estimate
- What the estimate examines
- Good-fit CPA, tax, CAS, and advisory inquiries that may stall before a useful consultation, plus senior time spent coordinating intake.
- Assumptions
- The estimate uses the firm's own inquiry volume, fit share, consultation progression, first-year client value, and partner or manager time inputs.
- What the result means
- The result is a directional planning range for reviewing response, qualification, booking, reminders, and pre-meeting context.
- What it does not prove
- It is not a measured loss, guaranteed recovery, attribution study, or substitute for reviewing recent call, form, calendar, and CRM records.
- Relevant next system
- A CPA Client Intake System is the relevant next system when fit, routing, preparation, or the next step repeatedly breaks before the first consultation.