Levvy insights empower your firm’s success

CAS sounds like growth, but without capacity visibility, it creates hidden strain. Recurring advisory work stacks quickly. Scope expands, communication increases, and workflows become harder to control. Without structure, teams absorb the pressure and margins quietly erode. CAS only works when delivery is controlled. If you cannot see capacity, workload, and effort in real time, growth becomes a risk, not an advantage.

Pricing without understanding capacity is guesswork. If you cannot see how work flows, where time is spent, and how stretched your team is, pricing decisions rely on instinct. This often leads to underpricing, hidden inefficiencies, and pressure on your team. When pricing is based on real delivery data and capacity, it becomes a controlled lever for protecting margins and scaling with confidence

As firms grow, instinct stops working. You need the right KPIs to see what is really happening. Metrics like WIP days, realization, utilization, and cycle time show where work slows, margins shrink, and capacity breaks down. They help you spot issues early, not after the numbers drop. Tracking the right KPIs gives you the visibility to manage performance, not just report on it.

Firms often hit revenue targets but still struggle with profitability. The missing piece is time. When time is only used for billing, it hides inefficiencies, extra work, and capacity issues. By connecting time to workflows, firms can see where effort is going and make better decisions. Understanding time, not just tracking it, is what helps protect margins.

Capacity loss in CAS firms rarely comes from workload alone. It comes from hidden inefficiencies leaders can’t see. This post breaks down where capacity leaks happen and how firms can restore control in 90 days using clear visibility and smarter workflows.

Tax season is the ultimate stress test. Here’s how CAS firms can boost clarity, speed, skills, and performance when it matters most.

At Intuit Connect 2025, the accounting industry’s shift toward AI became undeniable. Intuit unveiled new tools like Intuit Intelligence and the Accountant Suite, designed to combine automation with human insight. But amid all the tech buzz, the real conversation centered on people, focusing on how to build capacity, prevent burnout, and lead with clarity. Jeanne Hardy, founder of Creative Accounting and CEO of Levvy, reflects on how these themes validate Levvy’s mission to create intelligent, human-centered systems that bring calm and clarity to firm operations.

Levvy is launching an integration with Anchor to help accounting and bookkeeping firms streamline how they onboard clients and manage recurring work. This integration is designed to reduce manual setup, improve visibility, and bring billing and workflow closer together.

The Women Who Count Conference in Mesa, AZ, is coming up and we’re sharing must-see speakers and sessions you won’t want to miss!

10 Accounting Practice Management Software that's on top or ones to watch out for: Levvy, Karbon, Canopy, Financial Cents, Xero, Taxdome, Quickbooks, Firm360…

Learn how untracked, unplanned tasks, also known as invisible work, can pose a serious risk to your team’s productivity, morale, and even profits.

To ensure your team stays on track, efficient, and ready to scale seamlessly, capacity management is essential for accounting firms.

This month, we rolled out updates that make your team’s work smoother and more intuitive: from bulk actions in document storage to task-level improvements.

5-Part Capacity Planning Framework (+ FREE CAPACITY PLANNING TEMPLATE). Regain focus, reduce friction, & unlock the bandwidth you need to scale.

Post-tax season is the perfect time to refine internal processes, improve team efficiency, and lay the groundwork for a smoother, more productive busy season.

Here’s a list of top conferences and trade shows happening for the rest of 2025, including Scaling New Heights, Bridging the Gap, Women Who Count and more!

Tax Season's over, now what? Rebuild your accounting tech stack to streamline workflows, reduce burnout, and set your firm up for success for next year!

Introducing Levvy's newest feature: Levvy AI. Levvy AI automates routine work, uncovers instant insights, and reduces the friction of manual processes.

On April 1st and 2nd, Levvy attended and exhibited at the 2025 Digital Accountancy Show in London, UK! In this blog we share key takeaways from the conference.

Effective client management is the backbone of a thriving accounting firm. No matter the size of your client load, managing things like client details, communication, and project progress can be overwhelming–especially without a structured approach.