Solving the Capacity Challenge

Overview

The capacity challenge has been going on since the dawn of time in public accounting but certainly has been more pronounced recently with graduates in high demand. Firms feel understaffed for the high-volume periods. People feel flattened out when finishing busy seasons, including partners. Firms must stop talking about the capacity problem and start solving it. Leave this session with ideas to resolve your firm’s capacity challenge once and for all!

Highlights

The major topics that will be covered in this course include:

• Pool or segregate certain types of services into delivery teams to drive efficiency
• Use Pareto's Rule to analyze revenue distribution within the existing client base
• Identify technologies that increase automation, decrease touch points, and increase capacity

Prerequisites

None

Designed For

Managers and up, HR and operational leaders, firm administrators, managing partners, department heads, and executive committee members.

Objectives

After attending this presentation you will be able to:

• Recall how non-traditional talent can be leveraged in revenue-producing, client-facing roles inside your service lines
• Determine clients for culling to right-size certain areas of your practice and apply that incentives that drive the right behaviors from client leaders
• Identify how to outsource, offshore, and use fractional team members to create an "off/on" source for peak periods

Preparation

None