Strategies to Find the Optimal Utilization for Tax Engagements
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The most challenging aspect of a Tax Department can be optimizing the utilization of its staff. The Charge Hour has been the trusted metric in this area for many years, but the administrative burden of tracking the status of returns as well as maintaining time records is driving organizations to research a more efficient process, one that will increase not only profitability, but overall capacity. This session will explore strategies to accomplish optimal utilization for any given tax engagement.
- Understand strategies to decide how much to bill for services rendered and at what point in the process should the bill be delivered.
- Learn how to find the best possible resource to complete the work and maximize profitability.
- Understand best ways to evaluate performance of all involved in the project.
Brad Podzius, Business DevelopmentWith over 15 years in the accounting industry, Brad has experience in high-volume tax preparation, full-service financial, accounting and related consulting fields. In 2009, Brad earned both an MBA and a Master of Taxation from Georgia State University while working as a Tax Accountant for a Top 100 firm in Atlanta, GA. Since joining Practice Engine in 2013, he...Read more about Brad Podzius here
Tax Resource Management
Tax Department: Partners/Managers/Billers
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