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Capacity Planning and Staff Utilization thumbnail

Capacity Planning and Staff Utilization

Practice Management Talks 30 min DIgits

This PM Talks session explores how accounting firms can better understand team capacity, set realistic expectations, and identify the root causes behind workload challenges and burnout. Julie and William discuss practical approaches to budgeting, capacity mapping, utilization tracking, scope creep, and team communication to help firms make more informed staffing and workload decisions.

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YOUR SUMMER TECHNOLOGY HUNT thumbnail

YOUR SUMMER TECHNOLOGY HUNT

Practice Management Talks 29 min Will Hill & Julie Smith

Summer is a popular time to hunt down new technology to fix problems (or sometimes to just break up with a vendor you are mad at….) But, how do you do this effectively and in a way that brings the team together? In this session Will and Julie will talk through strategies to help make this a good use of time, not just a fruitless exercise. Connect with Will on 🔗 https://www.linkedin.com/in/wghill/ Connect with Julie on 🔗 https://www.linkedin.com/in/the-julie/

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Practice Management Talks | Quarter 1 Check-In: A Quick Measure Against the Plan thumbnail

Practice Management Talks | Quarter 1 Check-In: A Quick Measure Against the Plan

Practice Management Talks 29 min Will Hill & Julie Smith

In this Practice Management Talks session, Julie Smith and Will Hill discuss why the end of Q1 is the right time for firms to pause, measure performance against plan, and make practical adjustments before the rest of the year takes shape. The conversation covers how to assess progress during tax season, identify operational friction, reduce time drains, set clearer team expectations, and capture lessons now so firms can improve processes after April 15. This session offers practical guidance for firms that want to move from reactive mode to more intentional practice management.

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From Chaos to Clarity: Internal Communication Strategies That Set Teams Up for Successful Tax Season thumbnail

From Chaos to Clarity: Internal Communication Strategies That Set Teams Up for Successful Tax Season

Practice Management Talks 27 min Will Hill & Julie Smith

A strong tax season does not start in February. It starts with how your team communicates in the months before the work hits. In this Practice Management Talk session, Will Hill and Julie Smith break down real communication habits that reduce burnout, eliminate mistakes, and help firms run clean systems when the volume gets heavy. They talk about where internal communication fails, why assumptions kill efficiency, and how leadership can build a simple rhythm that keeps the whole team aligned. The session covers practical steps for improving clarity, confidence, and accountability inside the firm and shows why internal habits show up in client experience later.

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