Made for CPAs
Rebalance the Deadline-Season Workload
Also useful for: people in Finance
90 min
Advanced
Decisions
Get Something Done
Need to Make a Decision
Protect the most consequential tax and accounting commitments by scoring active engagements, matching work to capacity, and acting early on deadlines at risk.
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Use this when
You have more active engagements than the team can comfortably finish, several deadlines are converging, or the current priority list depends too heavily on urgency and instinct.
You'll need
- Engagement inventory
- Team capacity
- Scoring rules
- Nonnegotiable commitments
- Staffing constraints
- Escalation paths
- Season pressure level
- Communication preferences
You'll get
- Every active engagement represented in the ranked portfolio
- Every component score supported by a stated fact or marked assumption
- Every protected commitment matched to sufficient preparation and review capacity
- Every material capacity gap surfaced for a decision
- Every reassignment checked against skill and authorization constraints
- Every critical blocker paired with an owner, next action, and escalation deadline
By the end of this playbook
You will have:
- Every active engagement represented in the ranked portfolio
- Every component score supported by a stated fact or marked assumption
- Every protected commitment matched to sufficient preparation and review capacity
- Every material capacity gap surfaced for a decision
- Every reassignment checked against skill and authorization constraints
- Every critical blocker paired with an owner, next action, and escalation deadline
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
Engagement inventory: 18 active engagements due across the next 10 business days. Atlas LLC is nearly complete but waiting on one K-1. Harbor Medical needs substantial preparation and a technical state allocation decision. Three lower-fee individual returns are ready for review. Two advisory projects have flexible internal targets. Team capacity: 58 preparation hours and 19 review hours available this week. The main reviewer is unavailable Thursday. Scoring rules: Deadline pressure 30 percent, completion risk 25 percent, financial exposure 20 percent, client impact 15 percent, effort remaining 10 percent. Constraints: Partnership work stays with senior staff. Final review can't be delegated. No one exceeds 45 total hours. Pressure level: Critical: credible deadline failures without immediate changes.
Sample assembled prompt
Executive workload diagnosis: Review capacity, not... The current queue requires 27 review... Thursday's reviewer absence leaves too little... Top action tiers: 1. Atlas LLC - Protect now. Weighted score: 4.55. Only two review hours remain, but... Escalate the document request by noon... 2. Harbor Medical - Recover with... Weighted score: 4.40. High exposure and client impact justify... 3. Ready individual returns - Protect... Combined review need: three hours. Finish Tuesday morning to release queue... 4. Advisory projects - Reset. Move internal targets by one week,... Capacity move: Shift six hours of... Reserve Morgan's Tuesday and Wednesday review... Don't add Thursday commitments. Critical decision: Approve added reviewer support... Without either move, the plan remains...