• theladycpa

What to do when you are Understaffed!

Is your firm understaffed? Do your employees feel overworked? If so, we got your back!

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Recently, several firms have been claiming to be understaffed and that their employees feel overworked. When the firm loses staff members, the workload increases for the remaining employees. When employees have too many assigned tasks, they will not be able to give the appropriate time and effort to firm projects. This issue can lead to projects being completed half-effortlessly.

To avoid the above issue, consider these three solutions below!

Prioritize Certain Projects: Do all of the firm projects need to be done simultaneously? It may be best to prioritize specific projects and work on them sequentially. This way, your firm's staff will not feel overwhelmed working on several projects at once. Complete company projects in order of priority and importance. Now, the staff will be able to give their full attention and efforts to one project from start to finish. This method could also speed up the completion of projects.

Focus on Important Clients: When there is an overload of clients (with the firm being understaffed), there is a higher chance of unsatisfied clients. Unsatisfied clients can leave a bad mark on your firm through reviews or word-of-mouth. You could 'fire' clients, which may seem harsh and difficult. Or, instead of firing some clients - you could prioritize clients in terms of workload. Some clients might not need frequent check-ups/ meetings/ phone calls - analyze and prioritize clients with the amount of work that each client needs. Allocate your time to each client specifically.

Outsource Simple Tasks: Automation is a topic that I talk about a lot. Automating simple tasks and busy work can help out your team majorly. Investing in the appropriate accounting/ automation software may be pricey, but in the long run - it can help out when you are understaffed. It may be worth the time to research and find an automation software that is specifically helpful to your firm's needs.

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Several firms claim that they are understaffed and overworked. If you fit into this category, it is in your best interest to try the tips above. Also, if you want to view more solutions to help with your understaffed team - feel free to check out this article!

"3 Strategies for Managing an Understaffed Team" by Margaret M. Luciano

Have a great rest of your week. Best.


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“Timing, perseverance, and 10 years of trying will eventually make you look like an overnight success."

-Biz Stone

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