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MACPA Town Hall (rebroadcast of April 2023 airing)


Join us for this MACPA all member update. We will host these monthly to bring you the latest in what impacts you and the CPA profession.  Please see this page for upcoming townhall dates.

Our guest speaker this month is Bob Lewis, President of The Visionary Group.  Mr. Lewis will discuss Managing Capacity Needs Beyond Outsourcing.  Capacity in an CPA or accounting firm is a firm’s ability to process current work and handle new clients while trying to have a balanced work life. While outsourcing or offshoring is the most thought of solution, what else can a firm do? This session will dive into what has created this capacity problem and how a firm can break down existing capacity barriers. The Visionary Group will discuss options firms of any size can use, including the impact of compression, value pricing, client analysis, adding advisory services, and how to still add new clients when capacity is already stretched. How do you retain and attract staff? Did you try outsourcing and it failed? Not sure how to set up offshoring or how to discuss it with your clients? We will touch on this as well. Participants will walk away with the ability to create a capacity expansion plan that is unique to their firm’s needs.


MACPA Interactive Online Course Badge

Learning Objectives
  • By the end of the session, participants will have an understanding of the various options available to increase capacity and how to implement them effectively to ensure a balanced work-life while delivering quality services to clients.
Major Topics
  • Understanding capacity problems in CPA or accounting firms and identifying the factors that contribute to them.
  • Exploring alternative solutions to outsourcing and offshoring to increase capacity, such as compression, value pricing, client analysis, and adding advisory services.
Maryland Association of CPAs
Course Level
Professional Area of Focus
Town Hall Update
CPE Field of Study
Specialized Knowledge
Who Should Attend

CPAs who want to stay current on what is happening in the Profession.

Rebekah Brown Bill Sheridan

Experience in the accounting profession

Advanced Preparation


Event Information
May 19, 2023
8:00 am - 9:00 am EDT
Total CPE Credits
Webcast Replay


$ (% off)


$ (% off)
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MACPA Town Hall (rebroadcast of April 2023 airing)

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