R
Rebecca Driscoll, CPA
The Client Analyzer
All changes saved
Pull · Score · Decide · Stress-test

The math is almost always better than the fear.

Enter your clients, score them on five factors, set your decisions, and watch what would actually happen if everyone you're scared to lose actually walked. Spoiler: you'll probably be fine.

Welcome
How to use this tool
Step 01

Score your clients

Add each client. Enter their fees. Score them 1–5 on the five factors. The tool calculates everything else.

Step 02

Set decisions

Pick what to do with each client: keep, raise, fire, or under review. Enter new fees where applicable.

Step 03

Stress-test the math

Use the Fear Killer tab. Drag the churn slider. See your worst case. Watch the math beat the fear.

Scoring guide (1–5)

1 — Poor: Drains time, low fit, or high stress
2 — Below average: Consistent friction or weak economics
3 — Average: Serviceable but worth reviewing
4 — Strong: Good fit and good economics
5 — Excellent: High value, high fit, easy to serve

Tier meanings

A   Top 20% — Keep / Grow
B   Solid — Raise Fee / Improve Fit
C   Review Closely
D   Bottom 20% — Disengage or Redesign
Score weights (how the Weighted Score is calculated): Profitability 30% · Behavior 25% · Strategic Fit 20% · Compliance/Risk 15% · Team Impact 10%. Tiers: Top 20% by rank → A. Bottom 20% by rank → D. Middle scored ≥ 3.6 → B, otherwise C.
② Score Your Clients
Your client list
Enter each client. Score 1–5 on the five factors. Pick a decision. Set new fees. The math updates as you go.
📖 Scoring guide — what 1–5 means for each factor
Profitability 30%
What they net you per hour
  1. 5 Pays well above effort
  2. 4 Pays decently for the work
  3. 3 Breaks even on time
  4. 2 You write off hours to stay whole
  5. 1 Losing money once you count the time
Behavior 25%
How they operate with you
  1. 5 On time, organized, easy
  2. 4 Mostly easy, occasional nudge
  3. 3 Needs reminders, cooperates
  4. 2 Chases, late, drains energy
  5. 1 Disrespects the process; last-minute panic
Strategic Fit 20%
Fit for the firm you want
  1. 5 Exact fit; want more like them
  2. 4 Aligned with where you're going
  3. 3 Neutral; not target, not wrong
  4. 2 Off-strategy; wrong size or industry
  5. 1 Actively misaligned; distracts the firm
Compliance / Risk 15%
Exposure to you and the firm
  1. 5 Clean; conservative, well-documented
  2. 4 Low risk; standard work
  3. 3 Normal complexity, manageable
  4. 2 Aggressive asks, weak docs
  5. 1 Pushes you to bend rules
Team Impact 10%
What they do to your team
  1. 5 Energizing; staff likes them
  2. 4 Easy on the team
  3. 3 Neutral
  4. 2 Drains the team
  5. 1 Someone might quit over them
0 clients · Current annual: $0 · Avg/client: $0
Client Mo. BK Fee Ann. Tax Other Total/Yr Profit Behavior Strategic Risk Team W. Score Tier Decision New BK New Tax New Other New Total Annual Δ Would Leave?
Section 01
Current firm snapshot
Where you are right now, before any decisions.
Total Annual Revenue
$0/yr
$0/mo
Total Clients
0
— getting raises
Avg Revenue / Client
$0/yr
across all active clients
Section 02
After your decisions
Where you'd land if every raise was accepted and every fired client gone.
New Annual Revenue
$0/yr
$0/mo
Monthly Increase
$0/mo
— vs current
Annual Upside
$0/yr
— per client improvement
Keep at Current
0
Raise Fee
0
Under Review
0
Fire
0
Section 03
The Fear Calculator
If some of your raise clients leave, where does revenue land? Try the scenarios — or use the slider on the Fear Killer tab.
Click a scenario to load it on the Fear Killer tab and see the full impact.
Section 04
Your Revenue Budget
How much new revenue you can afford to lose — and still match your current revenue.
💰 Your Revenue Budget
$0/yr
Add some clients and decisions to see your budget.
Section 05
Your confidence statement
Read this when the fear creeps in.
📣 Read this out loud
Add clients and set decisions to generate your confidence statement.
Section 06
The Fix Your Firm Roadmap
What to actually do with all of this.
Portfolio
Revenue by tier
Where your revenue is concentrated. Tier A is what you protect; Tier D is what you replace.
Tier A
0 clients
Keep / Grow
$0
Top 20% — your best clients
Tier B
0 clients
Raise Fee / Improve Fit
$0
Solid but underpriced
Tier C
0 clients
Review Closely
$0
Borderline — investigate
Tier D
0 clients
Disengage or Redesign
$0
Costs more than they earn
Spotlight
Top & bottom clients
Who to protect, who to look at hard.
Top 20% — protect & grow
Tier A clients ranked by weighted score
    Bottom 20% — review
    Tier D clients ranked from worst
      Risk vs. Reward
      Who's actually worth being nervous about?
      Each dot is a client. Top-right = high revenue at risk + high upside. Bottom-left = low everything. Hover any dot.
      Revenue at Risk vs. Upside Potential
      Dot color = tier · Hover for details
      ★ Big upside, low risk
      ⚠ High risk, high upside
      Quiet performers
      Watch out
      Current revenue (risk if they leave)
      Upside if raise accepted
      ⑤ The Fear Killer
      What if they actually leave?
      Drag the slider. Watch the math. Most firm owners discover their breakeven is way higher than their fear.
      Whose books churn first?
      If your biggest raise clients leave…
      0%churn
      0% Best (5%) Conservative (15%) Realistic (25%) Pessimistic (40%) Worst (75%) 100%
      Clients leaving
      0
      of 0 raise clients
      Annual Revenue After
      $0
      vs current
      Still vs Current
      $0
      change
      Time to Replace
      —
      at avg new fee
      Set up your decisions on the Score Your Clients tab to activate.
      The fear vs. the math
      Side-by-side: what your fear is whispering vs. what the realistic case actually shows.
      😨 Worst Case (75%)
      $0
      — vs current
      😌 Realistic (25%)
      $0
      — vs current
      Set up decisions to see the gap between fear and likely reality.
      By Name
      Stress-test specific clients
      Toggle "Would Leave?" on each client to model what happens if Mrs. Henderson actually walks. Real names, real math.
      0 clients flagged · Revenue at risk: $0/yr
      Client Tier Decision Current/Yr New/Yr Annual Δ Flag as "Would Leave"
      Revenue if all flagged leave
      $0
      /yr
      vs Current Revenue
      $0
      change
      Verdict
      —
      flag clients to see
      Rollout
      Roll out in waves
      "2 letters if you're nervous, 10 if you're ready." Pick how many waves and see cumulative revenue over the year.
      Current revenue
      Cumulative new revenue
      Final new state
      Set up some "Raise Fee" decisions to see the rollout schedule.
      ⑥ The Words
      The exact words for each client
      Plain-English reasoning and a copy-paste script for every client you've made a call on. Edit the bracketed bits, then send. 2 letters if you're nervous, 10 if you're ready.
      ⑧ Scenarios
      Four what-if calculators on your book
      Each one uses the data you already entered. No hours, no new per-client fields. Pick the question and watch the math.
      Make Room

      The smallest set of clients I could release and still hit my target

      Enter the annual revenue you actually need. We sort the rest by Weighted Score (lowest first) and tell you which ones you could release while still landing above target.
      Drop a service line

      What happens if you stopped offering one of these?

      Toggle a service off to see what falls away. Some firm owners discover the missing revenue was never the loss they feared — and the book gets a lot simpler.
      Tax Planning Scoper

      Starter price range for a tax planning engagement

      A reference point, not a verdict. Adjust to your market — these are numbers to react to, then own the final.
      Switch-to-Upfront readiness

      Before you move everyone, can you answer these?

      Eight questions. The ones still unchecked are where the fear is still living. Answer them before you announce, not during.
        ⑦ Hidden Cost
        What your book quietly costs you
        Two leaks: write-offs you absorb instead of repricing, and PITA clients (low Profit AND low Behavior) who stay for the underpricing, not the experience. Neither needs hours.
        Saved