Accounting High 119 Once Upon a Time: A Tax Automation Story (feat. Will & Ford Baker, CPA)
Episode 119 | Recorded July 18, 2022
In this episode, Scott and Jason sit down with Will Baker and Ford baker, CPA to discuss the world of accounting and software development.
The conversation covers a range of topics, from the challenges of tax season to making changes at a firm, including adopting a Me First mindset and cutting down staff. They also delve into the world of accounting automation, exploring the Once software and its unique features. As the conversation progresses, they touch on rebranding a business and the challenges of compatibility issues and outsourcing in the post-pandemic world. They also share insights on how to sell Once and differentiate it from other solutions in the market. Whether you're an accountant or simply interested in software development, this episode provides an inside look into the world of accounting automation and the challenges facing the industry today.
Ford & Will Baker
Texas A&M
Ford’s loss
Blaming tax season
Seeing improvements
Making changes at a firm and getting rid of 1040 clients
Me First mindset
Other partners and firm size
Cutting down staff
Once accounting automation
Why build the software?
We used to have it figured out on paper
What makes their software different
Changing categories in the software
Setting standards for your firm
Other differences… Patent police
Who’e idea was this?
Name change/Rebranding
Accounting High rebrand and other rebranding
Funko pop and magnets
Other solutions with Once
The competition
Access to data
Compatibility issues of competing softwares
What went wrong and solutions to these problems
Post pandemic issues
The outsourcing problem
How to sell Once
Rapping and Wrapping up
Tax Twitter
Rap and real music
All the Shoutouts:
Sage, AICPA’s Engage, Nick Saban, Once Accounting, Intuit QuickBooks, Microsoft Nav, Xero, UltraTax, Wolters Kluwer, Go Systems, Thomson Reuters, AccountingWEB, Will’s Twitter, Ford’s Twitter