The Client List: Transactions, Complexity Points & the Fee Table
This lesson is part of the course
In this lesson
You price eight clients of a small bookkeeping office from their monthly transactions and complexity points with a fee table and XLOOKUP, add up the monthly recurring revenue and check how much of it depends on the three biggest clients.
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Lessons in this course
- The Client List: Transactions, Complexity Points & the Fee Table Locked
- Fixed Fee vs Hourly Billing: Effective Hourly Rates & Scope Creep Locked
- Time Tracking: Hours by Client, Non-Billable Time & Utilisation Locked
- The Deadline Calendar: Due Dates with EDATE, Weekends & Internal Targets Locked
- Capacity Planning: Hours Needed vs Hours Available & the Peak Months Locked
- Profit per Client: Fee, Time Cost, Software Cost & the Margin Ranking Locked
- The Price Review: Target Fees, Increases & a Churn Assumption Locked
- The Practice Dashboard: MRR, Utilisation, Overdue Work & Profit by Client Locked