FREE FRACTIONAL COO TOOL

Work backward from the practice you actually want to run.

Model the annual revenue, effective billable rate, monthly target, and approximate revenue per active client implied by your own income, overhead, utilization, and capacity assumptions. No signup and no market-rate guesswork.

YOUR ASSUMPTIONS

Practice inputs

Change any value and the model updates immediately. Currency outputs are rounded to the nearest dollar.

What you want the practice to support before any items you separately place in overhead.
Software, contractors, admin, insurance, marketing, or other costs you choose to include.
The share of your stated weekly billable-hour capacity you expect to actually sell.
Use fewer than 52 if you want to reserve vacation, holidays, or non-working weeks.
This is capacity available for client work, not total hours you work.
Used only to translate the monthly target into an approximate per-client revenue target.
MODEL OUTPUT

What those assumptions imply

These are planning outputs, not a recommendation of what to charge or a prediction of what clients will pay.

Required annual gross revenue
Effective billable hourly rate
Monthly revenue target
Approx. revenue / active client / month
Required revenue = target owner income + overhead. Effective billable hours = working weeks × billable hours/week × utilization. The hourly figure is required revenue divided by those effective billable hours.
READ THE MODEL CORRECTLY

The useful part is the constraint, not the headline number.

Utilization is the pressure valve

If your assumed billable utilization is too optimistic, the model understates the effective rate your sold hours need to support. Use the percentage you can defend, not the one you hope to reach.

Client count exposes delivery load

The per-client output is simply monthly target divided by active clients. Compare it with the scope and attention each engagement would require before turning it into a package.

Overhead is whatever you include

The tool does not estimate taxes, benefits, profit margin, or business expenses for you. Add the amounts you want the model to recover through annual revenue.

FROM PRICING TO DELIVERY

Once the economics work, make the client-delivery layer reusable.

The OCS Consultant License is $499/year for one advisory practice and permits use of the full Excel-based Operator Control System plus the Starter browser app in paid implementation work across up to five distinct client organizations during the active annual term.