Firmatical Built by an accountant and digital marketer with 20+ years in practice
The 3R Assessment · for accounting & bookkeeping firms

Referrals, Response and Reputation.

The 3Rs that decide how fast your firm grows.

Your clients would refer you. Whether they do depends on how well your firm asks, answers and shows up online. Answer 10 quick questions to see which R is holding your firm back, and get a free personalized report on how to fix it.

Get my 3R Assessment Free · About 3 minutes · Report emailed instantly
Preview of the 3R Score: a score out of 100, your result for Referrals, Response and Reputation, a sample question and the emailed 6-page report
What we score

Three scores. One system that keeps your firm full.

R1

Referrals

Do you ask happy clients for introductions, at the right moments, every time? Do you have referral partners sending you work?

R2

Response

How fast does a new inquiry hear back? What happens to missed calls, and to leads who don't book the first time?

R3

Reputation

What does a referred prospect find when they look you up: reviews, a site that matches your expertise, a clear reason to book?

58%

of business clients found their accountant through a referral.

3%

chose their accountant from an advertisement.

< 4 in 10

accountants ask most clients for a referral.

Source: TaxDome 2025 Niche Business Accounting Report (353 US businesses).

What you get

Your score, your stage, and the system behind it

1Your 3R Score and stage: Word-of-Mouth Only, Building or Referral Engine.
2A score for each R, and your single biggest gap.
3Your personalized 3R Report by email: how the three Rs feed each other and the first fix to make this week.
FirmaticalReport
Personalised for your firm
The 3R Report
[Firm name]: your path from word of mouth to a referral engine
REFERRALSRESPONSEREPUTATION
1Your score and stage
2How the three Rs feed each other
3Referrals, up close
4Response, up close
5Reputation, up close
6Your first fix this week
Ready when you are

Ten questions. About 3 minutes.

ReferralsHow you ask, thank and track.
ResponseHow fast and how often you follow up.
ReputationWhat people see when they look you up.
Start the 3R Assessment

Your result and your first fix appear straight away.

Antoine Joseph

Built by someone who has sat on your side of the desk

I'm Antoine Joseph. I spent 20+ years as a practicing accountant and 10+ years building websites, funnels and ad campaigns. The 3R Assessment checks the same things I'd look at if I walked into your firm tomorrow.

Free, takes about 3 minutes, and you see your result and a first fix straight away.

Find your biggest gap in 3 minutes

Get my 3R Assessment

Firmatical is a digital marketing company. We do not provide accounting, tax or assurance services, or accounting advice.