Many firm owners treat busy season chaos as a given. It’s not; decisions about client mix, staffing, and pricing can flip the script.
In this episode, I share two simple, often-overlooked strategies to make this stretch far more manageable.
Listen below.
1:01 You could fix software, checklists, and workflows endlessly. Reality check: you don’t have time to do it all.
2:19 Ultimately, a sane busy season—no OT, no stress, a real life—means solving overcapacity. Your first task should be capacity planning.
5:49 You can’t automate or checklist away a 500-hour shortfall. You must decide on who you serve and how you staff.
6:06 The second highest-leverage task? Repricing. And not by 5–10%—think 25%, 50%, 100%, or more.
8:48 Many firms give away tons of value—they just don’t package, position, or price it. Bring that value to the forefront.
11:03 I know these changes aren’t easy. Saying goodbye to clients and lifting prices both feel uneasy. But these are the things you need to consider if you want to avoid the busy season chaos.
