Calculators & Tools
Calculators & Tools
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Honest tools for thinking about the math behind your practice.
Honest tools for thinking about the math behind your practice.
Six free tools for credentialed genealogists, built around the math that solo practice actually involves. Each one answers a specific question: what your qualification funnel really costs in unbilled hours, where your earning ceiling sits and what's eating it, whether your income target is reachable at your current rate, whether hiring help would pay for itself, what a year of cash flow really looks like week by week, and what to work on next when cash gets tight.
The defaults are calibrated to credentialed-peer reality — published rate bands from APG, BCG, ICAPGen℠, and NGS; lead-cost benchmarks from Google Ads and Local Services; the 90-day capacity standard from APG ethics. Override every default with your own numbers. The tools are designed to let you stress-test your own assumptions, not just yours — push the sliders to whatever a skeptic in your life would insist on, and see what falls out. The math is the same either way.
Free, no login, no email collected.
Funnel cost diagnostic
What does landing a client actually cost you?
What does landing a client actually cost you?
Walks through your real qualification funnel: lead volume, response time, qualification minutes per lead, conversion rate, and overhead. Reveals what each signed client costs in unbilled hours and dollars. Most practitioners are surprised by the answer. About 10–15 minutes to work through.
Practice feasibility
Is your income target actually reachable?
Is your income target actually reachable?
The most comprehensive of the four. Nine integrated diagnostics: feasibility math, working-year reality (vacation, sick days, holidays, continuing education), utilization sanity check, rate-context buyer psychology, project-scope quality, take-home math (tax + benefits + retirement), pipeline coverage with volatility buffer, time-at-desk multiplier, and supplemental-income context for mixed-income practices. Closes with the pie reflection and the threading-the-needle insight. About 20–30 minutes to work through honestly.
Team displacement
Would hiring help actually pay for itself?
Would hiring help actually pay for itself?
The buoyancy displacement question: an employee's value isn't what they bill — it's how much of your billable time they free up. Models four roles (bookkeeper, operations assistant, junior researcher, marketer) with realistic displacement ratios. Flags the bookkeeper as non-negotiable when other employees are added. Includes a courage-gap reflection on the leap from solo to small team. About 10–15 minutes to explore.
Practice cash flow simulator
What does a year in your practice actually look like, week by week?
What does a year in your practice actually look like, week by week?
The other calculators answer "what's true right now if these inputs hold?" This one answers "what happens over time as those inputs interact dynamically?" Runs a 48-week simulation modeling weekly lead arrival, project backlog accumulation, payment delays, and the 90-day ethical capacity cap (per APG standards). Two live charts: cash balance over time with the solvency floor marked, and 90-day capacity utilization. The most demanding tool in the suite — but the only one that reveals timing problems pure math can't catch. About 20–30 minutes to explore meaningfully.
Solo practitioner ceiling
What's the maximum you can realistically earn — and what's eating your ceiling?
What's the maximum you can realistically earn — and what's eating your ceiling?
Sales time and billable time compete for the same hours. Every minute spent qualifying leads is a minute you're not billing. This calculator shows where your practice's natural ceiling sits, what's causing it (sales bottleneck vs. delivery bottleneck), and which lever moves it most for your specific situation. Includes an ad spend analysis if you're buying leads. About 10–15 minutes to explore.
Practice ledger — beta
Your business ledger.
Your business ledger.
The other calculators answer planning questions. This one is for actively running your practice. Track active projects, deposit-vs-earned cash status, recurring expenses, payroll math (both effective hourly rate and weekly take-home), and what to work on next when cash flow drives the decision. Auto-saves to your browser locally; nothing leaves your computer. Save backup files for safekeeping. Currently in beta — your feedback shapes what improves first.
About the methodology.
About the methodology.
The calculators use industry-published rate bands from APG, BCG, ICAPGen℠, and NGS as default benchmarks. Conversion-rate defaults reflect SearchLight Digital and U.S. professional-services research. Lead-cost defaults reflect 2025–2026 benchmarks from Google Ads, Google Local Services Ads, and named platforms. Tax and benefit defaults reflect federal SE tax rates and ACA Marketplace median premiums.
None of these defaults is a promise. Override each one with your own numbers. The value of these tools is in the math, not the assumptions — once you put your reality in, the diagnostic becomes yours.
If you spot a defensible critique of the math, formulas, or default values, reach out here. These tools get better when credentialed peers push back. Built by Andre Bagley, AG®.
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