Strategies to Find the Optimal Utilization for Tax Engagements

Thursday, September 16, 2021
Webcast or Webinar, Online
11:00am - 12:00pm (opens at 10:30am) EST
Technical Business

Registration is Closed

Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.

$0.00 Regular Price
$100.00 Regular Price
Course Code: 21/WEBNAR25
Level: Basic
Vendor: Florida Institute of CPAs
Field of Study: Business Management & Organization


This webinar is sponsored by:

IRIS | Practice Engine

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

    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

Major Topics:

Tax Resource Management

Designed For:

Tax Department: Partners/Managers/Billers



Event Promotions

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Closed Captioning available upon request. If you need closed captioning, please send an email to at lease 4 business days before the event begin date.