Tax planning revenue calculator for CPA and EA firms
Type in how many planning meetings you hold a month, how many become clients, your average planning fee and how many clients renew. The calculator shows new planning revenue per month, per year and over three years with renewals. It runs in your browser, and nothing you enter is saved.
Work out your planning revenue
Example numbers, change them to yours. The starting values are made up to show how the maths works. They are not industry averages.
Meetings where a business owner actually showed up. Leave out no-shows.
Your own close rate on held planning meetings, 0 to 100.
What a new planning client pays you in their first year.
How many planning clients sign up again the following year, 0 to 100.
New planning revenue per month
$6,000
1.5 new planning clients a month
New planning revenue per year
$72,000
18 new planning clients a year
Revenue over 3 years with renewals
$352,080
Same meeting pace each year
| Year | From new clients | From renewals | Total |
|---|---|---|---|
| Year 1 | $72,000 | $0 | $72,000 |
| Year 2 | $72,000 | $50,400 | $122,400 |
| Year 3 | $72,000 | $85,680 | $157,680 |
Revenue here means planning fees billed. It is not profit, and it leaves out what the meetings cost you to get. Nothing you type is saved or sent anywhere.
How the maths works
Four steps drive every result.
- New clients per month = planning meetings held per month × the share that become clients.
- New planning revenue per month = new clients per month × your average yearly planning fee.
- New planning revenue per year = the monthly figure × 12.
- Revenue over three years adds renewals. You sign the same number of new clients each year. In year two, the share who renew from year one pay again. In year three, renewals come from both earlier years, and a year-one client has to renew twice to still be paying.
Worked example (example numbers only, use your own): 6 meetings held a month, 25% become clients, a $4,000 average fee and 70% renewing. That gives 1.5 new clients and $6,000 of new planning revenue a month, or 18 clients and $72,000 a year. Year two adds $50,400 from renewals, for $122,400. Year three adds $85,680 from renewals, for $157,680. The three-year total is $352,080.
What the result leaves out
- Profit. The figures are fees billed. Take off staff hours, software and whatever you pay to get the meetings.
- Capacity. Eighteen new planning clients a year needs real hours. Work out who runs the meetings and who does the work before you raise the meeting count. Our guide on how to get more tax planning clients shows a simple capacity check.
- Timing. If you bill planning in instalments, cash arrives later than the table shows.
- Other fees. Prep, bookkeeping or payroll from the same client are left out. Add them to the average fee if you want the full picture.
- Pace. The three-year figure assumes you hold the same number of meetings every month for three years.
Which number to work on first
Change one input at a time and watch the three-year total move.
- Meetings held. Count only owners who showed up. A booked meeting that never happens adds nothing to this page.
- Share that become clients. Write your fit criteria down before anyone is booked: entity type, a revenue or profit floor, the states you serve, and an owner who wants proactive planning. That way the hour goes to owners who could sign.
- Average fee. List what planning includes, such as a written plan, a mid-year review and a year-end meeting, and price it as a fixed fee or a range.
- Renewals. Renewals stack up by year three. A dated mid-year review gives each client a reason to stay for another year.
For where planning meetings fit across the year, see the 12-month marketing plan for planning work.
Questions firm owners ask
How do I calculate tax planning revenue for my firm?
Multiply the planning meetings you hold each month by the share that become clients, then by your average yearly planning fee. That is your new planning revenue per month. Multiply it by 12 for the year.
How do renewals change the three-year number?
Each year you sign new clients and keep the share who renew. By year three you bill new clients plus renewals from the two years before, so a higher renewal rate lifts years two and three with no extra meetings.
Are the starting numbers industry averages?
The starting values are example numbers picked to show how the maths works. Replace them with your own meetings, close rate, fee and renewal rate.
Does the calculator save what I type?
No. It runs in your browser and doesn't store or send anything you enter.
Want more planning meetings on your calendar?
20 qualified tax planning meetings in 90 days, guaranteed.
A qualified meeting is one where a business owner we've qualified books onto your calendar and shows up.
If you have fewer than 20 qualified meetings after 90 days, we keep booking with no further monthly fee until you reach 20.
$3,000 a month. This is the management fee. Ad spend is separate, and your firm funds it directly. The term is 3 months.
Financial Sales Insider is a marketing company that fills US CPA and EA tax firms' calendars with qualified tax planning meetings.
Johnny Logan, Founder, Financial Sales Insider. General information for tax firm owners. Not tax, legal or financial advice.
Financial Sales Insider · Florida · (305) 513-1710