An Ottawa practice with 80 year-ends
Staggered corporate year-ends at an Ottawa niche practice
Seven staff
Every scenario below is illustrative. SpeedNum does not publish customer results it has not measured, so these pages describe firm archetypes and the workflow that fits them — no client names, no quotes, no numbers we cannot stand behind.
The situation
Eighty corporate clients with year-ends spread across all twelve months means there is no off-season — but also no obvious peak to plan against.
Firms in this position often discover a cluster only when three year-ends land in the same fortnight.
How the workflow fits
Year-ends are derived, so the distribution is visible
Deadlines generated from each client's fiscal year-end produce a by-month view that shows clusters months ahead.
Lead times move the work, not the deadline
Each service carries a lead time, so preparation starts early enough that a cluster is absorbed rather than survived.
Reporting shows filed against due
On-time filing rate is measured from the records, so drift is visible before it becomes a pattern.
What changes day-to-day
- Clusters are visible a quarter ahead and staffed for.
- Preparation starts on a lead time rather than on a reminder.
- On-time performance is a measured number the partners can act on.