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Free cpe webinars
Capacity Planning and People Strategies for Accounting Firms in 2020


Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 10, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

With 2020 right around the corner, how do you plan to make the next tax season better?
How about putting the right capacity planning and people strategies in place NOW? Because if you don’t, you will face the same challenges moving into the New Year.
Join Nick Sinclair in an updated 1-hour online session as he shares insights on the right tools, strategies, and how-to methodologies to ensure your firm’s success in 2020.
Why you should attend
If you spent this past year burdened with:

  • Lack of capacity to take on new clients or do more work for existing ones.

  • Shortage of the right people to do critical tasks.

  • No time to sit down and talk to clients to understand their needs.

  • Mismanagement of schedules leading to missed deadlines and loss of revenue.

Tune in to this live webinar to gain the key insights on:

  • Capacity planning methods to increase work volume and thus higher revenue and profits.

  • People strategies to dramatically improve efficiency and work-life balance.

  • Ways to attract, develop, and retain A-players for critical roles.

  • Tools to streamline workflow and communication rhythms.

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Nick Sinclair is one of the foremost experts in outsourcing, offshoring, and building global teams for accounting firms. As the CEO of The Outsourced Accountant, Nick drives an executive team to deliver outstanding and dedicated offshoring solutions based in the Philippines.

With over 1000 accountants and professional support staff that are part of a repeat double-digit growth business, Nick thrives on being able help firms succeed and unlock their potential.

Learn more about Nick Sinclair and The Outsourced Accountant.

About Our Presenter

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The Outsourced Accountant is the leader in providing dedicated accounting and professional support staff for firms in the USA, Australia, New Zealand and across the globe.  

With our mission to revolutionize global accounting firms, we help firms grow their global teams and supercharge capacity. We help them become more efficient, more structured and deliver more value to clients than ever before.

We have grown to over 1000 highly qualified accountants and support staff in the Philippines. We have all roles and tasks covered from basic to advanced accounting to support staff. We come with a very experienced executive and consultant team and over 100 support staff to help drive and support your global team.

You focus on workflow, we do the rest so you grow.