The CPA Firm Clarity Diagnostic™

A structured clarity process for CPA firm owners who want to understand where their firm truly stands — and what to focus on over the next 12–24 months. 

Price: $97

Includes: Training • Diagnostic • Private 1:1 Call 

You Don’t Need a Full Plan Yet.

You Need Clarity. 

Most CPA firm owners don’t lack effort, intelligence, or experience. 


What they lack is clear perspective. 


When you’re inside the firm every day, it’s hard to objectively see: 

  • How dependent the firm really is on you 
  • Which issues matter — and which don’t 
  • Where you are on the CPA Firm Evolution Path™ 
  • What the next 12–24 months should actually focus on 


The CPA Firm Clarity Diagnostic™ was created to give you that perspective — quickly, calmly, and without pressure. 

What This Is (And What It’s Not)

This is not: 

  • A generic business assessment 
  • A personality test 
  • A sales call disguised as “free advice” 
  • A push toward selling or retiring 


This is: 

  • A structured clarity process 
  • Designed specifically for CPA firm owners 
  • Focused on evolution, not exit pressure 
  • Grounded in real-world firm realities 

What You’ll Gain From the Diagnostic

After completing the Diagnostic and our private call, you’ll have: 

→ A clear understanding of where your firm currently sits on the CPA Firm Evolution Path™ 

→ Visibility into owner dependencies that may be limiting freedom or value 

→ Insight into blind spots that are hard to see from inside the business 

→ A clearer sense of what not to worry about right now 

→ Direction on what to prioritize over the next 12–24 months 

→ Greater confidence about your next chapter — whatever that looks like 


For many firm owners, this is the first time things feel organized and clear in years. 

What’s Included

  • 1. The Infinite Firm Training (12 minutes)

    A short, focused training that introduces: 

    • The difference between a Finite Firm and an Infinite Firm 
    • The CPA Firm Evolution Path™ 
    • Why most firms get stuck — and how firm evolution actually works 

    This gives you the context needed to interpret the Diagnostic meaningfully. 

  • 2. The CPA Firm Clarity Diagnostic™

    A short questionnaire designed to help you: 

    • Identify your current evolution phase 
    • Surface key dependencies 
    • Reflect on team, structure, energy, and direction 
    • Articulate what you really want next 

    It takes about 5 minutes to complete — but the insight lasts far longer. 

  • 3. A Private 1:1 Call With Me

    After you submit your Diagnostic: 

    • I personally review your responses 
    • My team schedules a private call with you and me at a mutually convenient time 
    • We walk through what your answers mean 
    • We discuss what matters most right now — and what can wait 

This is not a pitch. It’s a clarity conversation. 

If we decide there’s a next step together, we’ll talk about it.

If not, you’ll still leave with direction. 

Who This Is For

The CPA Firm Clarity Diagnostic™ is for firm owners who: 

  → Have built a solid, respectable practice 

  → Are thinking more seriously about the next chapter 

  → Want options — not pressure 

  → Prefer clarity over hype 

  → Value thoughtful, professional guidance 


If you’re curious, reflective, and ready to look at your firm honestly — this is for you. 

Who This Is Not For

This is probably not a fit if you: 

  • Want quick hacks or shortcuts 
  • Are looking for “growth at all costs” 
  • Expect instant answers without reflection 
  • Aren’t open to examining owner dependency 



That’s okay. This process is intentionally designed for a specific stage of firm ownership. 

Real CPA Feedback

This is the kind of clarity I wish I had 10 years ago.

– R. Benson, Florida Firm Owner 

Practical, no-fluff strategy from someone who's lived it.

– Samy S., 30-year Firm Veteran

You gave me the roadmap — and the confidence.

– Kindle Review, 2025 

About Salim Omar, CPA

I’ve spent over two decades running my own CPA firm and working closely with firm owners navigating growth, transition, and change. 


I created the CPA Firm Clarity Diagnostic™ because too many capable, successful CPAs delay important decisions, stay reactive longer than they want to, or assume clarity will arrive on its own. 



It doesn’t — unless you intentionally create it. 

Start With Clarity

You don’t need to decide anything today.
You don’t need to commit to a long-term program. 

You simply need clarity. 

Get Clarity on Your Firm’s Next Chapter

Start with the CPA Firm Clarity Diagnostic™ — $97 

Includes the Infinite Firm Training, the Diagnostic, and a private 1:1 call. 

I personally review every Diagnostic that’s submitted.