Back to The Accounting Firm Growth System — Professional Edition

12 Calculators

Interactive Calculators

Model your revenue metrics in real time. Adjust the inputs to see how pipeline coverage, deal velocity, and compensation scenarios change for accounting & bookkeeping firms.

Model the conversion of compliance clients to advisory services with revenue uplift

Inputs

Total Compliance Clients12

Average Compliance Fee/Year12

Advisory Conversion Rate %12%

Average Advisory Retainer/Month12

Conversion Timeline (months)12

Plan your team's capacity and project revenue at different team sizes

Inputs

Number of Accountants25

Hours per Week per Person25

Billable/Advisory %25

Effective Hourly Rate25%

Working Weeks per Year25

Overhead %25

Calculate true CAC including all marketing, sales, and onboarding costs per new client

Inputs

Monthly Marketing Spend500

Monthly Sales Time (hours)500

Sales Hourly Rate (opportunity cost)500%

Onboarding Hours Per Client500

Onboarding Hourly Cost500

New Clients Per Month500

CRM + Marketing Software Monthly500

Calculate true CLV including retention, expansion, referrals, and cost to serve

Inputs

Average Monthly Fee1,500

Annual Expansion Rate %1500%

Annual Retention Rate %1500%

Annual Referral Rate %1500%

Cost to Serve Per Client/Month1,500

Average Tenure (years)1,500

Initial Setup Fee1,500

Calculate current firm valuation and identify value drivers for 3-5x multiple expansion

Inputs

Annual Revenue$15

Recurring Revenue %$15

Net Profit Margin %15%

Client Retention Rate %15%

Average Client Tenure (years)15

Systems Documentation Score (1-10)15

Owner Dependency Score (1-10, 10=low)15

Revenue Growth Rate %$15

Estimate your firm's current value and project future valuation

Inputs

Annual Revenue$25

Annual EBITDA25

Recurring Revenue %$25

Recurring Clients25

Avg Annual Client Value$25

Annual Growth Rate %25%

Calculate the true lifetime value of advisory clients across all tiers

Inputs

Average Monthly Retainer5

Average Client Tenure (months)5

Annual Upsell Rate %5%

Average Referrals per Client5

Client Acquisition Cost5

Annual Churn Rate %5%

Project your MRR growth based on new clients, churn, and expansion

Inputs

Current MRR$12

New Clients per Month12

Avg New Client Monthly Value$12

Monthly Churn %12%

Monthly Expansion %12%

Projection Months12

Calculate value-based prices for your advisory service tiers

Inputs

Client Annual Revenue$3

Monthly Transactions3

Your Hours per Month3

Your Blended Hourly Cost3

Client Annual Tax Burden3

Value Multiple (2-5x)$3

Calculate optimal tax season pricing, capacity, and revenue per return

Inputs

Expected Tax Returns35

Average Prep Fee Current35

Planned Price Increase %35

Advisory Upsell Rate %35%

Average Upsell Value$35

Seasonal Staff Hours35

Seasonal Staff Hourly Rate35%

Calculate and optimize your tax season revenue potential

Inputs

Total Returns25

Average Price per Return25

Advisory Conversion %25

Average Advisory Value$25

Price Increase %25

Extension Filing %25

Model staffing costs, capacity, and utilization to determine hiring timing

Inputs

Owner Billable Hours/Month75

Owner Effective Hourly Rate75%

Number of Staff75

Staff Billable Hours/Month Each75

Staff Loaded Hourly Cost75

Staff Billing Rate/Hour75%

Target Utilization %75