Free Resource Kit · PDF
Is Your CPA Firm Ready to Outsource?
Score your firm across six readiness areas, spot the gaps, and plan your next steps.
24
Scored Questions
6
Readiness Dimensions
3
Planning Templates
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Download your free readiness self-assessment for your firm
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- 24-question self-assessment across six areas
- Scoring guide with four readiness bands
- Six deep-dives with practical fixes
- Red and green flag checklists
- Gap-closing plan and scope guidance
- Three planning templates
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What's Inside
Six areas. One plan before your
offshore hire
24-Question Self-Assessment
Score your current practices across documentation, ownership, access, review, communication, and scope clarity.
Readiness Scoring Guide
Understand your total score out of 96, your readiness band, and the individual areas that need attention.
Three Planning Templates
Record your scores, assign preparation work, and define your pilot's scope and 30, 60 and 90 day success measures.