Create a simple Kanban-style capacity board for accounting-firm review work.
The firm has 42 active 1040 returns due in the next two weeks, but the manager only sees due dates and staff utilization. Review queues are hidden until Monday morning. Kanban capacity board: visualize the workflow, limit work in progress, and manage the bottleneck before starting more work. The common trap is measuring how busy everyone is instead of measuring where work is stuck. Step 1 List the workflow states: not started, in prep, waiting on client, ready for review, in review, partner signoff, ready to file. States make invisible waiting visible. Due dates alone cannot show where work is…
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