Three phases take your CPA firm from the work creating hiring pressure to measurable client capacity in your existing team. Each phase is justified by the evidence from the one before it.
Find the work. Establish the capacity opportunity.
Capacity Audit interviews the people who run the work, maps one candidate workflow end to end, identifies its labor requirements, and reviews quality and risk. You leave with evidence about where a better workflow can create capacity and a practical plan for what to change first.
Reduce the labor required by one high-value workflow.
Capacity Sprint redesigns a workflow using the right mix of AI, automation, tools, and better operating practices. Quality controls, approval gates, and escalation rules remain in place, while the team is trained on the new way of working.
Keep capacity compounding on the evidence.
Capacity Partnership monitors redesigned workflows, reviews quality, improves performance, and reports the measures established in the audit. When evidence supports it, we identify the next constraint before it becomes a staffing requirement.
Decisions, estimates, and positions stay with your professionals at every phase.
Clients hear from your people. Redesigned workflows free your team to converse instead of preparing.
Defined sign-off gates before anything moves forward or leaves the firm.
A named person owns every workflow and every outcome. Always.
Start with the CPA Capacity Audit to see where your tax, CAS, client onboarding, or internal operations have the most capacity to unlock.
See the CPA Capacity AuditFind Your Firm’s Capacity starts with a focused conversation about the accounting work creating pressure to add people — and how your existing team may be able to support more clients.