How many active clients do you manage?

Ongoing engagements only — not one-off projects.

How many minutes per client, per month, go to chasing, filing, renaming, or re-requesting docs?

Be honest. Most firms underestimate this.

What's the average hourly cost of the person doing this work?

Salary ÷ 1,760 hours. Or just estimate.

How many new clients per month get held up — or walk away — because onboarding takes too long?

Delayed starts, missed deadlines, lost deals.

What's your typical monthly fee per client?

Retainer, recurring fee, or average margin.

That's a year — and it stacks up.
Every month you delay fixing this, you keep paying the same admin tax.