Full capacity check

Does your book fit the year?

Break your whole book down—returns, recurring work, and one-time projects. Time each one honestly, then see whether all of it fits a humane working year before a single fee gets touched.

Tax return prep

Return typeCountAvg hrsHours

Total0—0

Recurring monthly work

ServiceClientsHrs/moAnnual

Total0—0

One-time projects

Project typeCountAvg hrsHours

Total0—0

Your humane target

Hours per day on client workNet of admin, email, and everything that isn't billable

8.0

Client-work days per yearThe whole year—net of weekends, vacation, holidays, CPE, and days off

200

Want help deciding what the numbers mean?

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