Accounting Firm Niche: Professional Services

PM Lite ✨ (Beta) v1.01: This is the beta of PM Lite (Beta)--a spreadsheet that helps you price better leveraging subscription-based pricing while managing team capacity. In this limited offer you pay once, get access for life.

This template unifies your client pipeline, consultant hours, and bottom-line profitability into a clear roadmap. It provides real-time insights on staffing needs, bill rates, and margin projections so you can plan for growth with confidence—without burning out your team.