Practice ROI Calculator

What would 3 new tax planning clients
per month do for your practice?

At a $15,000 average engagement value — based on our founder's experience and leading advisory practices — that's $540,000 in new annual revenue. TWH costs $1,997/month. Do the math.

Step 1 — Select Your Tier
Practitioner $497 / month Tools + Templates
Advisor $1,997 / month Content Flywheel
Principal $3,500 / month Full Growth OS
Step 2 — Enter Your Numbers
Current Monthly Tax Planning Conversations

Without a marketing system, most advisors rely on referrals: 1–3 conversations/month. Enter your honest current number.

2
012 / mo
Average Annual Engagement Value

Your average tax planning engagement fee per year. Based on our founder's experience and leading advisory practices. Adjust to your market.

$
Your Results
Without TWH (Current State)
Conversations / month2
New engagements / month0.5
New engagements / year6
Annual new revenue$90,000
Platform cost$0
Net new revenue$90,000
With TWH (Projected)
Conversations / month10
New engagements / month2.5
New engagements / year30
Annual new revenue$450,000
Platform cost$23,964
Net new revenue$426,036
Net Annual Gain
$336,036
above current baseline
Platform ROI
14x
return on TWH investment
Months to Break Even
1.3 mo
platform pays for itself

The 5-Year Picture

Using a $75,000 client lifetime value — based on our founder's experience and industry benchmarks — here's what a consistent TWH system builds over 5 years, before retention or referrals compound further.

180New clients over 5 years
$13.5MPractice value created (LTV basis)
$119,820Total TWH investment over 5 years
Important: These projections assume full platform activation and consistent content publishing across all use cases included in your tier. TWH provides the infrastructure, AI automation, and content systems. Results depend on the advisor's engagement with the platform and the quality of their advisory offer. Advisor and Principal tier projections reflect the full AI automation engine running as designed. Individual results will vary.

Ready to run the system?

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