How I Went From 400 lbs to 200 lbs by Reshaping My DFW Firm From The Ground Up

Ford Baker, CPA, and CEO of BaCo Tech provides insight into his journey of reshaping himself and his firm with some key tools and philosophies.  Ford discusses creating a standard of excellence and converting from reactive to proactive.  This course covers identifying reactive elements in your practice, hinderances to productivity, and the myth of multi tasking.  You'll learn some tips on how to eliminate distractions, set boundaries, and automate replies.  While BaCo Tech's jouney ultimately led them to create their own software solution, many of the steps along the way are useful and repeatable by other firms.  

Learning Objectives:

• Standard of excellence
• Reactive vs proactive
• Identifying reactive elements
• Eliminating hindrances to productivity
• Setting boundaries and balance
• Touch it once philosophy
• Simplify, standardize, and automate

Prerequisites: None

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