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Webinar (CPA Crossings): Capacity Issues? Rightsize Your Client Base


Across the profession, firms are facing tremendous opportunity yet have limited capacity to capitalize on it. Capacity-building strategies are available but take precious time and resources to plan and implement. There is, however, one strategy that everyone can implement immediately to significantly improve capacity before their next busy season – reducing your firm’s client load. Together, we’ll explore the reasons to take this on and share tried and true strategies to support a more successful client reduction initiative.

A client reduction strategy isn’t easy yet it’s the fastest way to create capacity while demonstrating your commitment to improve the work life of your increasingly weary team members. Leave this session prepared to expand your capacity immediately!

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation you will be able to…

  • Recall the six reasons why culling is the right strategy for your firm, your leaders, your team members, and even your clients
  • Recognize how to get started quickly and impactfully with timing and an approach that honors relationships with long-standing clients
  • Identify strategic communication strategies and consistent position statements to protect your brand and reputation in your communities
  • Indicate potential barriers that might get in the way of a culling initiative and how to proactively overcome them
Major Topics

The major topics covered in this class include:

  • The persistent forces of change driving capacity issues
  • Talent trends
  • Outsourcing, offshoring, and fractional work and how firms are overcoming traditional barriers to implement them
  • How work segregation and firm-wide scheduling can build capacity
  • Non-traditional capacity ideas
  • Strategies to cull clients successfully
CPA Crossings, LLC
Course Level
CPE Field of Study
Business Management and Organization
Who Should Attend

Leaders and influencers across all practice areas of the firm, operational leaders

Jen Wilson Renee Moelders


Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Event Information
Aug 11, 2022
9:00 am - 11:00 am MDT
Total CPE Credits


$ (% off)


$ (% off)
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Webinar (CPA Crossings): Capacity Issues? Rightsize Your Client Base

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