Capacity Check

How many households your week actually holds

Seven numbers, and nothing is sent anywhere or stored. This is arithmetic on your own week rather than a comparison against anybody else. Set the sliders to what your calendar really looks like and it works out how many households that leaves room for.

Your firm

Your week

45 hrs
40%

Compliance, billing, technology, staff, paperwork, prospecting. Everything that isn’t sitting with a client or preparing to.

Your service model

2
3.5 hrs

Preparation, the meeting itself, notes, and whatever you promised to send afterward.

4 hrs

Calls, emails, money movement, the tax question in March.

Enter the households you serve to see where you stand.

This is an educational model built entirely from the figures you enter, and it assumes 47 working weeks in a year. It isn’t a valuation, an appraisal, a staffing recommendation, or a promise about what any firm can carry. Ritz Stevens is a d/b/a of RitzWerks and is not a registered investment adviser. Nothing here is investment, tax, or legal advice. See our Disclosures.