Accounting Firm Ops Explained: Capacity Planning Before Proposals
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Accounting Firm Ops Explained: Capacity Planning Before Proposals
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Welcome to Accounting Firm Operations. I'm Jude. Many small firm owners commit to new client work without first confirming how many billable hours remain on the calendar. This gap shows up most clearly in the weeks before tax season or during audit deadlines when every hour already carries weight. The reality is that a new engagement can look straightforward on paper yet consume far more time than expected once you factor in reviews and client questions. When capacity stays unchecked the team ends up stretching across too many active files at once. Here's the thing. A short capacity review before any proposal lets you see open hours against the work already scheduled. That step protects existing deadlines and prevents the scramble that often follows rushed commitments. You can run the check in a single afternoon by listing current projects and available staff time. The next section walks
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