Plan Your Capacity

It’s almost July, which means… time to plan for 2024 tax season :)


Sometimes we get so busy that we don't make time to determine how we're going to get un-busy.

Overtime, "busy" becomes the norm, then you get used to it, then it becomes "that's just reality," which eventually turns into "there's not much I can do about it."

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If this is you, you can do something about it. And now is as good a time as any.

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I've done this quick modeling activity so many times with clients that I finally decided to make a spreadsheet so we could move through it faster.

It's designed to be simple – it stays high-level and out of the weeds – to give you a feel for what might be in store.

Click here to Plan Your Capacity in a Google Spreadsheet » which you should be able to **Make a Copy** of, if I played the technology right.

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I hope you find it useful.

 

 

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Geraldine Carter