Excel Agency Year-End Checklist An agency year end is mostly cut-off. A free checklist covering the WIP cut, the accruals, the people decisions and… team
Excel Scoping and Statement of Work Checklist Margins are made in the statement of work. A free checklist covering deliverables, assumptions, exclusions, change control, the money terms… team
Excel Utilisation, Rates and Recovery Hours times rate times the share that bills. Eight chapters on defining utilisation honestly, costing an hour, building the card,… team
Excel Retainers That Do Not Eat You A retainer is sold as outcomes and delivered in hours. Eight chapters on scoping, metering, reporting and renewing so the… team
Excel The Agency Owner’s Tax and Money Handbook Agencies rarely die of bad work. Eight chapters on good work priced casually, scoped loosely and recognised optimistically, with a… team
Excel WIP and Revenue Recognition Workbook Profit lives in when work is recognised, not when it is invoiced. A free month-end cut separating earned but unbilled… team
Excel New Business Pipeline Tracker A pipeline is not a mood. A free tracker that attaches the pitch cost to every opportunity and shows what… team
Excel Capacity and Utilisation Planner Averages hide people. A free weekly planner tracking available, billable and billed hours per fee-earner against target, with the shortfall… team
Excel Project P and L Tracker Overburn caught alive is a change order. A free tracker showing fee, hours burned at cost, margin and overburn for… team
Excel Rate Card Builder A rate card should be a formula, not a tradition. Build day rates by seniority from loaded salary, overhead, utilisation… team