US 2009/0276255 A1 · PRIORITIZING CLIENT ENGAGEMENTS AT ACCOUNTING PRACTICES

Abstract

Embodiments of the present disclosure relate to software for prioritizing client engagements at accounting practices. The disclosure describes various data inputs, a business objectives preference module, an optimization engine, user schedule(s), and, in an embodiment, a database or data warehouse. The optimization engine receives requests for new clients, requests for new projects for existing clients, or the like, receives business objectives, receives a current client engagement schedule and receives various additional input data, preferences, or user settings. The engine outputs an updated client engagement schedule, including, for example, whether undertaking the new client or project is advisable based on some or all of the input data.

Claims20

Dependent claims

An electronic accounting project scheduler configured to assist an accountant or accountants in prioritizing client engagements, the scheduler comprising:

a plurality of input data, said input data including data indicative of client parameters defining one or more characteristics of each client, data indicative of business objectives defining one or more business goals of a user, data indicative of a new client engagement, and a current schedule of accepted client engagements;
an electronic calculation engine configured to accept the plurality of input data and to determine a substantially optimal schedule of engagements, wherein when said optimal schedule can include said new engagement within said business goals, said engagements including said new client engagement and said accepted client engagements, and wherein when said optimal schedule can not include said new engagement within said business goals, said engagements including said accepted client engagements;
and
an update of said current schedule responsive to said optimal schedule determined by said engine, wherein said update becomes said current schedule.

1 more element

Dependencies are inferred from the claim text.

Prioritizing client engagements at accounting practices

Life of this patent

Prioritizing client engagements at accounting practices

Life of this patent

Abstract

Claims20