DCPA2122. Solving the Capacity Challenge

The capacity challenge has been going on since the dawn of time in public accounting but certainly has been more pronounced with the pandemic, pipeline shortages, and the impending Great Resignation. 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!

Learning Objectives:

• Define a non-traditional strategy for filling essential revenue-producing, client-facing roles inside your service lines
• Identify a strategic approach for right-sizing certain areas of your business by culling clients (really!) and ensuring that incentives drive the right behaviors from client leaders
• Recognize the value of pooling or segregating certain types of services into delivery teams to drive efficiency
• Define options like outsourcing, offshoring and using fractional team members that provide an “off/on” capacity source for peak periods