Capacity planning techniques to boost productivity, output and profit

Ed ChanFounder & Non-Executive Chairman, Chan & Naylor

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

Ed Chan
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.


Richard Snell
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.

Richard Snell