Solo CPA Client Capacity Calculator
Plan for tax season before tax season plans for you.
Models compliance vs advisory revenue mix, tax-season hour spikes, and attest practice constraints. Dual capacity ceilings expose the bottleneck most calculators hide.
Available on both platforms — pick whichever you prefer.
What's Included
- ✓Compliance vs advisory revenue mix modeling
- ✓Tax-season hour spike multiplier (default 3.5x, editable)
- ✓Attest practice mode: CPE + peer review + independence flags
- ✓Dual capacity ceilings (off-season AND tax-season)
- ✓Sensitivity table (2.5x / 3.5x / 4.5x scenarios)
- ✓Mix shift recommendation engine
- ✓Hourly rate sanity checks vs industry medians
- ✓Burnout warning at 130%+ tax-season utilization
Frequently Asked Questions
How is this different from the Bookkeeper Capacity Calculator?
Structurally different math. The Bookkeeper version does flat hours/client capacity. This one models compliance and advisory work separately (different economics), adds tax-season hour-spike modeling, and has a dedicated attest practice mode. Different ICP, different math, different price.
Does it determine independence under AICPA rules?
No. The tool flags potential client overlaps between your compliance and advisory rosters; it does not determine independence. Review each overlap with your peer review committee or state board.
Why is it $29 when other capacity calculators are $19.99?
Different ICP, structurally different math, different willingness-to-pay. Solo CPAs benchmark against tools like Canopy/Karbon/TaxDome at $30-80/MONTH. A $29 one-time calculator reads as a steal.
Built by a practitioner
ARJE Digital is built by Arnold Dizon — a PTIN-certified tax professional running a 90+ client practice. Every tool ships with practitioner-grade precision because Arnold uses them every day on real client work.
Questions? Email arnold@arjebookkeeping.com
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Personal/business use only. Not for redistribution. Calculators are planning tools, not professional advice.