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Accounting Firm Positioning Test

A 3-minute self-assessment for established accounting and bookkeeping firms. Evaluate how clearly your firm communicates who it serves, why clients should choose you, and what makes your approach different.

Rate each statement from 1 (strongly disagree) to 5 (strongly agree). Answer based on how your firm is positioned today, not where you want it to be.

1. Ideal-client clarity

We can clearly describe the type of client our firm is best equipped to serve.

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Strongly disagreeStrongly agree

Our website and marketing speak directly to the needs of that ideal client.

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Strongly disagreeStrongly agree

2. Niche strength

We have a clear niche, industry focus, or specialization that helps us stand out.

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Strongly disagreeStrongly agree

Our niche is specific enough to help the right prospects recognize that we are a strong fit.

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Strongly disagreeStrongly agree

3. Differentiation

We can explain what makes our firm meaningfully different from similar accounting or bookkeeping firms.

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Strongly disagreeStrongly agree

Our differentiation is based on more than being responsive, reliable, or affordable.

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Strongly disagreeStrongly agree

4. Value proposition

We communicate the business outcomes clients gain, not just the services we provide.

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Strongly disagreeStrongly agree

A prospect can quickly understand why our approach is valuable and worth paying for.

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Strongly disagreeStrongly agree

5. Competitive positioning

We know what we want our firm to be known for in the market.

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Strongly disagreeStrongly agree

Our messaging consistently reinforces that position across our website, LinkedIn, and sales conversations.

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Strongly disagreeStrongly agree

Firm name

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Website

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Email

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