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.
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