Know Your Capacity. Control Your Growth.
The Capacity Planner is a free, expert-built assessment that shows how your team’s workload stacks up against client demand, so you can plan, hire, or delegate with confidence in 10 minutes.
What is Capacity Planner?
The Capacity Planner is a decision-making tool built in collaboration with leading accounting workflow experts, informed by insights from serving over 10,000 accountants and bookkeepers, and powered by data from our annual State of Workflow & Automation Report. It was designed with one goal: to help you understand your firm’s operational bandwidth before it becomes a bottleneck.
Take the quizIn less than 10 minutes, you’ll walk away with:
- A real-time snapshot of your firm’s true workload capacity
- Where work is piling up, and why
- Practical recommendations from industry experts like Nayo Carter-Gray, EA, Stacey Feldman, etc, on how to optimize your team’s capacity
How It Works
1. Take the Quiz
Answer a few targeted questions about your team size, workload, and client mix. It takes less than 10 minutes.
2. Get Your Capacity Snapshot
Receive a personalized report showing how your team’s availability matches (or mismatches) your client workload.
3. Review the Insights
Your results include practical recommendations to optimize your firm’s capacity based on real data, not intuition.
4. Take Smarter Action
Whether it’s time to hire, restructure, or simply reassign, you’ll have the clarity to make the right next move.
Take the quiz