CPA Practice Continuity ScorecardIs your practice ready to continue without you?
A 10-question reflection for CPAs thinking ahead: your timeline, your team, your files, and your clients. See how prepared your firm really is for a smooth transition.
Free and private. Takes about 3 minutes.
Continuity is a plan, not a hope
Most CPAs carry the practice in their head: the client relationships, the file quirks, the busy-season rhythm. This scorecard turns that quiet worry into a clear picture, so you can decide what to strengthen next, on your own timeline.
Six areas that shape a smooth transition
Timeline clarity
How ready you feel to step back, and whether you have a tentative window in mind.
Energy and motivation
Your appetite for the next few busy seasons compared with years past.
Standards and change
Comfort navigating evolving CPA standards, quality management, and technology.
Files and documentation
Whether your engagements could support another CPA stepping in smoothly.
Clients and team
How confident your clients and staff would feel through a leadership change.
Book of business
Profitability, fee alignment, and the overall sustainability of your client base.
Clarity in three short steps
- 1
Answer 10 questions
Reflect honestly on your timeline, energy, files, clients, and team. No prep needed.
- 2
Get your readiness score
See where you land across the areas that matter most for a smooth transition.
- 3
Know your next move
Walk away with a clear sense of what to strengthen, on a timeline that suits you.
Questions CPAs ask
See how ready your practice really is
Three minutes now can bring years of confidence later. Take the scorecard and get your continuity readiness results.
