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.
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.
      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.
      Saved