Episode Details

A firm can run for twenty years without anyone looking closely at profitability. Revenue grows, the team grows, everyone is busy, and the assumption is that it must all be working. Then a big client leaves, or wages climb, and suddenly the only question that matters is where the money actually goes.

In this session, Tim Causbrook works through how to answer that properly, one team at a time. Tim is a Wize mentor and the owner of Causbrooks Chartered Accountants, and he opens up the capacity planner to show what a profitable team looks like on paper, what the benchmarks should be, and why a team can be flat out and still lose money.

You'll learn:
 ✅ Why firm profitability is really the sum of each team's profitability
 ✅ The 40% COGS, 35% overheads, 25% EBIT benchmark and what to check when a team misses it
 ✅ What happens to a team's numbers when it loses a major client and keeps the headcount
 ✅ Charge-out multiples by role, onshore and offshore, and where the margin actually sits
 ✅ Why an all-onshore bookkeeping team struggles to reach 25%
 ✅ How low productivity and write-offs distort a capacity plan and lead to hiring you don't need
 ✅ Why resource mix matters as much as headcount, and what goes wrong when a senior person is missing

If you've never budgeted at team level, or you have a team that feels stretched while the capacity plan says otherwise, this session gives you the numbers to check before the year gets away from you.

Want access to the capacity planner and the rest of the WizeHub? Get it here → https://get.wizehub.co/

This is a visual walkthrough, so if you want to see inside the WizeHub as Tim
navigates each section, tune in to the episode on YouTube.

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