Are chaotic schedules and bottlenecks disrupting your CPA firm’s productivity? Managing a bench of resources is no easy feat, but with intelligent cloud software, you can turn chaos into clarity and make scheduling decisions driven by actionable data.  Silos of data, bottlenecks, overallocation or underutilization of resources, and PTO conflicts all lead to the chaotic nature of assigning the right people to the right tasks. 

In the modern CPA firm, scheduling decisions need to be driven by data backed by easy-to-use intelligent cloud software. Your webinar host will outline five ways to make the job of resource management less hectic, ensuring seamless planning and precise forecasting for your firm’s success.  

Learning Objectives 

• Understand how to align employees’ skills, expertise, and interests with job assignments for precise scheduling. 

• Recognize the limitations of Excel-based scheduling for modern firms. 

• Appreciate the value of instant visibility into PTO requests for resource and project managers. 

• Learn how to utilize tools for balancing resource capacity with project demands. 

• Discover how resource management software improves efficiency and streamlines operations.