Accounting High

119 Once Upon a Time: A Tax Automation Story (feat. Will & Ford Baker, CPA)


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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

    ...more
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