In this video, Ed Chan joins Richard Snell to share the capacity planning techniques he used to grow Chan & Naylor into one of Australia's leading accounting firms, where each Partner is managing $5million in client fees.
How to factor in productive activities versus non-productive activities
A simple equation to calculate the current capacity of your team
How to identify changes that will maximize productivity
Steps to manage seasonal peaks and troughs
How to manage capacity and resources using Karbon's new Time & Budgets functionality
Founder & Non-Executive Chairman, Chan & Naylor
Ed started Chan & Naylor from a small home office in Sydney and grew it into a National Financial Services Organisation that now works without him, with offices in most capital cities around Australia, servicing more than 10,000 clients.
In 2018 he co-founded WIZE Mentoring, a network for accountants who want to know how to successfully grow their firm and have it run without them.
Director of Sales, Asia-Pacific, Karbon
Richard brings almost 20 years of leadership experience working for SaaS companies in the accounting industry including MYOB, QuickFee and Wolters Kluwer. He has a proven record of helping accounting firms leverage technology to grow and improve their business.