Pinpoint The Commercial Edge To Secure Your Next Promotion
The Commercial Proficiency Index (CPI):
A Professional Diagnostic for Ambitious Accountants
Beyond Manager level, technical excellence can no longer be relied on to progress your career. Commercial Proficiency becomes the single biggest driver of promotion.
The Commercial Proficiency Index is a short, scenario-based assessment designed exclusively for ambitious professionals in accountancy firms.
Technical competence is assumed above Manager level; commercial proficiency is the new benchmark.
The CPI objectively measures your strengths and commercial gaps across six critical dimensions, revealing where you excel and what may be limiting your career progression.
Your tailored feedback highlights your overall CPI score, category strengths, and the primary gap most likely to influence your next promotion.
Built on 30+ years working with accounting firms, from the Big Four to solo practitioners and trusted by 50+ firms, this diagnostic is the industry standard for developing you commercial capability.
Be open and candid with your answers - your results will only be as valuable as your honesty.
Assess Your Commercial Proficiency Across Six Key Dimensions
Fee Confidence
Ability to issue and defend fees, handling pushback with composure and clarity.
Value Communication
Skill in making expertise and value visible to clients, both formally and informally.
Commercial Boundary Management
Managing scope, protecting margins, and addressing commercial drift in real time.
Revenue Generation Orientation
Proactive approach to business development and identifying profitable opportunities.
Understanding of Points of Value
Recognizing and articulating client-specific value drivers that influence decision-making.
Confidence in Following Up
Consistent, disciplined follow-up to drive commercial outcomes and reinforce credibility.