Firm Growth Potential AssessmentBy Wize MentoringFree tool for accounting & bookkeeping firms
Uncover the blind spots holding your firm back from its next level of growth.
A 2-minute assessment that reveals the hidden opportunities already inside your firm, so you can make more money, with less effort and without having to market for more clients.
Your growth potential
$127,500
hidden annual revenue
Firm score
6.4/10
Referral upside
$21,375
Active client base
See the value already sitting across your existing book.
Average annual fee
Benchmark the true earning power of every relationship.
Service mix
Find the offers clients may not know are available to them.
Client conversations
Measure how consistently your team surfaces the next need.
Who this is for
This assessment is for you if any of this sounds familiar.
You're plateaued under $1M in revenue and have been stuck there for a while.
You're not consistently working with your ideal clients.
The harder you work, the more your income seems to stay exactly the same.
You suspect you're underpricing, but resetting fees feels risky.
Your existing clients could buy more from you, but the conversations never happen.
You're tired of chasing leads when the answer may already be inside your book.
What this reveals
The blind spots costing you growth, and the opportunities hiding behind them.
Your report turns four firm inputs into a clear dollar figure, useful benchmarks, and practical moves you can make now.
Under $50k
Closer than you think
A handful of targeted conversations could close the gap.
$50k to $150k
The most common gap
The right clients and services are there. The structure is missing.
$150k+
Significant hidden revenue
The opportunity is already inside the firm. It needs surfacing.

Meet Jamie Johns
Built from experience inside a real accounting firm.
Jamie built Sky Accountants, uncovered hidden revenue inside its client base, and created the structure that allowed the firm to grow without chasing more leads. That practical playbook now powers Wize Mentoring.
2017
Accounting Business of the Year
IPA
Australian Member of the Year
Global
Recognised firm methodology
Ready to see where your firm's next level of growth is hiding?
Get your personalised report instantly.