Capacity decisions get harder when deadlines are close and review bandwidth is tight.

This Capacity Playbook is a practical worksheet to help CPA firm leaders pressure-test scope, volume, and delivery models before committing to an outsourcing partner.

The guide focuses on:

• What work to externalize and which one to start with

• How much volume creates partner relief

• 10-20-30% outsourcing framework

• Common planning mistakes (& ways to avoid them)

If outsourcing is on your radar this tax season, you should not miss out on this playbook. Complete the form to download it now!