CPA & accounting firms
Software built around the firm calendar
ByteWits has domain expertise in the CPA industry. We build scheduling, capacity, budgeting, forecasting, evaluation and reporting tools that reflect how firms actually work, from the April 15 crunch to year-end reviews.
- Staff scheduling
- Capacity & demand
- Evaluations
- Time & billing analysis
The problem we plan around
Demand in a firm isn't flat. Your tools shouldn't assume it is.
An illustrative year of client demand for a firm with audit and tax practices. Staffing, budgets and evaluations all have to work with this shape.
Relative client demand by month
Key U.S. filing deadlines marked
Solutions for firms
Nine areas where we help CPA firms
Staff scheduling
Optimized schedules across engagements, respecting availability, skills and independence.
SchedulingResource allocation
Move people to where the work is, without overloading your seniors.
AllocationCapacity planning
See whether the team can cover next busy season, by level and service line.
CapacityDemand forecasting
Forecast client demand with seasonality so hiring starts early enough.
ForecastingBudgeting
Engagement and department budgets with budget-vs-actual tracking.
BudgetingEmployee utilization
Utilization by person, level and office against your targets.
UtilizationPerformance evaluations
Generated from time data, routed to the right reviewers, followed up automatically.
EvaluationsTime & billing analysis
Realization, write-downs and WIP by partner, client and engagement.
AnalysisManagement reporting
Partner and leadership reports in Tableau or SAP Crystal Reports.
ReportingScheduling example
Extension season, rebalanced
The tax team runs as high as 140% the week of October 12, while some audit and advisory staff sit near 50%. The optimized plan shifts qualified work and keeps everyone within capacity.
Staff utilization by week
Last data scan just now · next scan in 05:00
- ▽Under 70%
- ✓70–100%
- ▲Over 100%
- Same total hours in both views, redistributed
Why firms work with us
Less explaining, faster delivery
Because we already understand utilization targets, realization, busy season staffing and evaluation cycles, projects start with the business problem instead of a glossary.
- Familiar with firm metrics: utilization, realization, WIP and write-downs
- Scheduling that accounts for deadlines, levels and independence requirements
- Evaluations generated from who actually worked together
- Reusable microservices for ETL and evaluations shorten delivery
- Works alongside your existing practice management and time systems
Planning for next busy season?
Talk to us about scheduling, capacity and evaluations now, while there's time to put them in place.