Accounting firm planning calculators
Test a capacity or pricing assumption with transparent formulas and downloadable results. Your numbers remain in your browser.
Use capacity when deciding whether the week’s work fits both preparers and reviewers. Use the fixed-fee calculator when pricing a defined monthly scope from your own delivery costs. Examples are illustrative; the tools do not file, calculate tax or change your workspace.
Choose a resource
Calculator
Accounting firm capacity calculator
Calculate weekly preparation and review capacity separately. Include leave, administration and a buffer to find the bottleneck and spare client capacity.
Open the calculatorCalculator
Accounting fixed-fee calculator
Estimate a monthly accounting fee from preparation, review, allocated overhead, software, cost reserve and a target contribution margin. Excludes VAT.
Open the calculator