In this episode of The Practicing Accountant, Doug and Dan dive into preparing for busy season, emphasizing the importance of intentional planning to avoid burnout and chaos. They discuss how most accountants take on work without assessing their firm's capacity, leading to overcommitment and stress.
Doug shares a simple capacity planning method: estimate hours needed for client work, compare with available team hours, and identify gaps. This approach enables firms to set boundaries, schedule work intentionally, and even use differential pricing to manage demand.
Dan highlights how proactive scheduling improves client experience, pricing power, and staff well-being. The key takeaway: plan your workload with intention to create a sustainable, profitable firm.
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