
Future Firm Accounting Podcast The Two High-Leverage Tasks That'll Actually Beat Busy Season
Nov 17, 2025
Tired of the chaos during busy seasons? Discover how two high-leverage tasks can reshape your firm’s calendar. Learn to create a five-minute capacity plan that identifies resources and clients. Explore strategies for repricing that lead to fewer clients but more revenue. Plus, find out how to package your services into tiered offerings to boost perceived value. Embrace change by letting go of price-only clients to focus on those who appreciate your expertise. Get ready to reclaim your time and reduce stress!
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Episode notes
Vacation During Busy Season
- Ryan Lozanis shares Stephen Freshour's story of going on vacation during busy season without working.
- Stephen reported it was the first busy season he wasn't stressed out and he took spring break off with family.
Busy Season Is An Overcapacity Problem
- Busy season problems are fundamentally an overcapacity issue, not a tools problem.
- You either work with fewer clients or add resources to fix capacity imbalance.
Run A Five-Minute Sensitivity Check
- Do a five-minute sensitivity check by plugging basic firm variables into a simple spreadsheet.
- Use the sheet to see capacity shortfalls and test levers like dropping clients or hiring staff.
