Tool: runs in your browser
Plan the season before you market it
Hours, people and the time a return takes decide how many new clients you can serve between January and April. Work that out first, then decide how many inquiries you actually want.
- Hours available for returns
- 1,470
- Returns that fits
- 490
- Less returns already expected
- -400
- New returns you can take
- 90
- Inquiries needed at your sign rate
- 258
- Spread over the season, per week
- 18.4
A model, not a forecast: it says how many inquiries the open capacity could absorb, not how many search will bring. Rankings build over months, so work aimed at a January season belongs in the summer and fall before it.
Why capacity comes first
More inquiries in March is not always good news
A practice that's full by February doesn't need more calls in March; it needs better-fit calls in the fall and a graceful way to say not this season. A practice with open hours needs to know how many inquiries would fill them, and when they have to arrive.
The planner works from the hours your preparers spend on returns (not total hours: review, admin and client calls eat a share), divides by your average hours per return, subtracts the returns you already expect, and turns the open slots into the inquiries you'd need at your own sign rate.
Then timing. Rankings for contested searches build over months, so search work aimed at January happens in the summer and fall before it. Profile fixes, season hours and booking can still help late in the year. Tax preparer marketing lays out a season calendar, and local SEO for accountants covers the map results most of those inquiries come through.
Next step
Room for more returns? Be found before January.
Send the site for a free written review of the pages and profile that decide who gets those inquiries, within one business day.
Or open the assistant at the bottom right, or write to support@accountantseo.company.