Know Your Capacity. Plan Your Growth.

Stop guessing when to hire. Get instant insights into your firm's capacity and revenue potential.

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Calculate Your Firm's Capacity

Answer 5 quick questions to get your personalized analysis

Your Business Metrics
Rotate the knobs to set your current numbers
25
Clients
$500
LTV
4
Hrs/Client
Total Team Members
To calculate your firm's total capacity (include yourself)
🧍🏻
1-10 People
🧍🏻🧍🏻
11-50 People
🧍🏻🧍🏻🧍🏻
51-200 People
🧍🏻🧍🏻🧍🏻🧍🏻
200+ People
Process Efficiency Level
Helps us estimate realistic capacity and identify automation opportunities
📋 Mostly manual work, lots of spreadsheets
🛠️ Using some tools (QBO, Excel, email)
⚙️ Good automation (practice mgmt software)
🚀 Highly optimized systems & workflows
Desired Workload Balance
Sets your capacity threshold for growth recommendations
😌 Relaxed (60-70% capacity)
⚖️ Balanced (70-80% capacity)
💪 Full but sustainable (80-85% capacity)
🔥 Push to max (85-95% capacity)
Biggest Challenge Right Now
👥
Finding / Hiring Talent
📈
Growing Client Base
⏰
Not Enough Time
🔄
Streamlining Processes
87%
Current Capacity
💰
Revenue Potential
$18,000
Maximum monthly revenue at full capacity
⏰
Hiring Timeline
2-3 months
Start recruiting at 85% capacity
📈
Growth Ceiling
+5 clients
Clients you can add before hiring
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