Efficient Technology That Allowed a DFW Firm to Work 40 Hours Year Round

This course explores the journey undertaken by Baco Tech as they simplified, standardized, and automated their workflow.  Included are tips and tricks that help identify problem areas in the CPA practice, areas where more efficiency can be added, and some of the hard decisions that ultimately led to a more balanced workload throughout the year.  This course includes discussion of their shift from being reactive to being proactive with clients, IRS, billing, and email.  Ford and Kaitlyn discuss establishing boundaries, work life balance, and the 'touch it once' philosophy.  While Baco Tech's journey led them to develop their own software solutions, many of the steps along the way provided a large amount of savings in time and effort and can be applied to many CPAs practicing today.

Learning Objectives:

• Reduce reactive elements
• Create boundaries
• Collective value of clients
• Importance of standards
• CPA problems need CPA solutions

Prerequisites: None

Special Preparation: None required.  The examples used are based on primarily tax practice, but are generally applicable to other practice areas.