Citable datasets on the boutique-firm context problem.
Three datasets quantifying the multi-client context-management problem in 2–20 person professional-services firms. Each is published with full methodology, raw-numeric tables, source citations, and schema.org/Dataset structured data so it's machine-readable for ChatGPT, Perplexity, Bing AI Overview, and Google's Knowledge Graph.
Cite freely under CC BY 4.0. Each dataset page includes a copy-pasteable citation string.
Context-switching cost in boutique professional services firms — 720 hours per practitioner per year
How a boutique CPA, law, or consulting practitioner managing 50–200 clients loses ~720 hours per year to context recovery — methodology, breakdown, and per-tier tooling cost ($170,400 opportunity cost at industry billable rates).
The 50-client ceiling — when traditional practice management tools mathematically stop scaling
Empirically the threshold where practice-management tools (TaxDome, Karbon, ClientView) stop being net-positive sits at 50 active clients per practitioner. Methodology, derivation, and the cliff effect after the threshold.
Tax-season overload: how 4 months consume 80% of annual practitioner capacity
January–April consumes 80% of a boutique tax-prep practitioner's annual capacity. Methodology and per-task breakdown of the overload curve, including the 60+ hour weeks that drive 27% CPA-pipeline attrition.