Find your hidden capacity
Accounting Administrative Capacity Calculator
Put a number on the routine work behind your client service. Use a typical month, adjust the assumptions, and see a planning estimate before sharing any contact details.
By ParseMill · Published · Updated
How this estimate is calculated
The defaults are illustrative planning assumptions, not measured industry averages. Change the time, rate and volume inputs to reflect your firm.
- Chasing:
clients × share needing a chase × monthly touches × minutes per touch ÷ 60 - Intake:
documents × minutes per document ÷ 60 - Reconciliation:
transactions × exception share × minutes per exception ÷ 60 - Status:
clients × status-checking minutes per month ÷ 60 - Equivalent labor cost:
total hours × loaded hourly cost - Reduction scenarios:
total hours × lower / upper assumed reducible share
The default example is 35 + 40 + 42.67 + 13.33 = 131 hours/month, about $5,895 at $45/hour. The assumed 35%–55% scenarios correspond to 45.85–72.05 hours. These are gross modeling scenarios; subtract setup, monitoring and any additional review time before considering net capacity.
More clients do not automatically mean more documents or transactions; change those volumes separately. Employee count provides firm context, not a multiplier. Use a typical month and model tax season separately. If native software already handles a task, set its remaining manual time to zero.