Best design for CPA firm
 

Hello,

I have a CPA practice and I am starting to use OmniPlan for our larger projects.

I had originally started by listing the clients (as projects) and their individual tasks: monthly accounting, tax return, year-end tax projection, etc., but then I thought it doesn't seem to really flow the way a PM system should work.

Now I am thinking that it might be better to design the plan as: 2012 projects, then sub-projects could be Financial Statements, Tax Returns, Projections, mid-year consults.

I also have employees who will be the resources that tasks are assigned to.

What I would appreciate is if someone can lead me in the right direction as to how I can set this up properly from the start.

I am using OmniPlan 2.0.

Thanks,

Stephen Hartfield