Accountants Knowledge Hub

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Balancing the equation: how to choose the right capacity planning model

What is resource planning? The ultimate guide for professional services firms

Ellen Darbyshire

CMap once again recognized as the #1 project-based ERP for “ease of use” by G2

When and how to include a contingency in your quote

Using “personas" to drive lead generation for your professional services company

The unique world of the project-based business

Not all business is good business

How to learn your lessons with project reviews

Resource capacity vs. demand: mastering the six forces

A blueprint for lead generation mastery in professional services

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Mastering your resourcing strategy

Learn to master the six forces of balancing capacity & demand.

How to find cross-selling opportunities with your existing clients

Learn how to find - and act upon - cross-selling opportunities with your existing clients

A bulletproof method for setting & hitting targets

Learn how to set and hit your targets with the power of analysis.

How to calculate your company's fee earning capacity—and how to achieve it

Learn how to calculate your maximum possible turnover and the steps you need to take to help you get there.

Gripping new business and smashing targets with pipeline meetings

Learn how to smash your targets with regular, efficient pipeline meetings.