Accounting Firms: Client Queries in One Queue
An accounting firm's client queries do not arrive evenly. They arrive in a four-month wall, and then they nearly stop. Any system sized for the average month is wrong for eleven months out of twelve. That is the case for one queue rather than several inboxes - not tidiness, but the fact that the peak is four times the average and nobody can hire for four months a year. The year in four numbers Take a firm with 300 clients. • Peak season, four months: 600 client queries a month • Off season, eight months: 180 a month • The year: 2,400 + 1,440 = 3,840 queries • The average month: 320 The average is a comfortable-looking number that describes almost no actual month. Ten of the twelve sit at 180, and four sit at 600. What a client query costs Handled without a single client record, a query takes about twelve minutes: • Find the client file, and the last thing sent to them: 4 minutes • Check the engagement, the fee arrangement and the deadline: 4 mi...