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Forecasting as a Team Sport with Tom O’Neill

Published by Summit Marketing Team on 31 Aug 2023

The Virtual CPA Success Show: Episode 96

If you're ready to take your agency's forecasting and resource planning to the next level, don’t miss the episode with Tom O'Neill, founder of Parallax, an agency that offers resourcing and forecasting tools that aim to maximize revenue capacity. Jamie Nau interviews Tom as he explains the importance of involving the right people in forecasting and resource planning and emphasizes how this includes both leadership and front-line employees. Get the scoop on how to teach employees to think like operators and make better decisions for your business.



"We focus not only on what a project manager would think, but how we can give that project manager a wider-angle view that they'd have if they were a COO, CEO, or CFO, so that when they're making decisions closer to the business, they're doing it with the perspective that's outside of their point of view. Because, overall, I believe that forecasting as a team is going to change your business." Tom O’Neill 

The finer details of this episode:

  • The importance of a wider-angle view

  • Defining a methodology for consistent delivery of productized services, rather than micromanaging down to every single task

  • The need for agencies to shift from a reactive approach to a more proactive and planful approach in forecasting and resource planning

Episode resources:

Forecasting as a Team Sport with Tom O’Neill




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