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Client Capacity Planner

Find out how many additional clients your firm can realistically take on — and exactly where your hours are going. Based on real accounting firm utilisation benchmarks.

1. Available Time Base

45 hrs / week
20 40 60 80
25% of total
5% 20% 35% 50%

2. Monthly Bookkeeping Workload

8 clients
0 15 30 45 60
3 hrs / client
0.5 5 10 15 20

3. Annual Tax Return Volume

25 returns / year
0 50 100 150 200
3 hrs / return
1 5 10 15
5 returns / year
0 12 25 37 50
8 hrs / return
2 9 16 23 30

4. Capacity Utilization Goal

75% target
65% 75% 85% 90%

AICPA benchmark: 70–80% for staff, 50–65% for firm principals/partners.

Methodology: Available billable hours are computed as: target work hours per week × 4.33 weeks × (100% − Non-client time %). Workloads spread seasonal tax hours over 3 peak months (Jan–Apr) for peak season projections, and spread evenly over 12 months for average base capacity. Remaining hours are calculated up to your target utilisation. Max new clients represents how many new bookkeeping clients you can add before hitting the target utilisation rate. Sourced from AICPA Practice Management survey benchmarks and practitioner data guides.

Reclaim 18% of your capacity — without hiring.

The average accounting practice spends 18% of billable hours on document chasing. Quire automates the client request, reminder, and collection cycle so you can invest that time in billable advisory work, growth, or simply taking back your evenings.

See how Quire works