See who has time, who is overloaded and what is due – month by month, for the whole team
Secure checkout. Your file is ready in your client portal as soon as payment clears.
Deadline-driven firms live or die by knowing who has time and what is about to be late. This planner works out each person's chargeable hours month by month from their contracted hours, chargeable target, bank holidays and planned leave. Every job – accounts, tax returns, VAT, payroll, bookkeeping and advisory – is planned into a month from its deadline (or the month you choose), and the hours left are compared with the time available to show who is stretched or overloaded. It flags overdue jobs, jobs due soon and work that has fallen behind plan, and lists the next deadlines for the whole practice.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
Every job with its planned month, hours left and flag. What you do: one row per job.
Step 2
Chargeable hours, work planned and utilisation per person per month. What you do: nothing to enter.
Step 3
Hours, days, chargeable target and charge-out rate. What you do: one row per person.
Step 4
Who it is for
Quick start
Your file is only released to your client portal once payment has cleared.
You are taken to our secure checkout.
Checkout takes a minute and you get a receipt by email.
Your file is ready in your client portal as soon as payment clears, and we email you your invoice with a link to the portal.
We can adapt any prebuilt solution or build something bespoke, with a lifetime bug-free guarantee.
Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
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