A Workflow Solution Course for Tax Professionals

Course Summary: Learn the fundamental issue behind busy-season for CPAs and how this can be corrected so CPAs can take the busy out of busy-season in this entertaining and enlightening presentation (qualifies for 1 hour of CPE in Texas)

Description: CPAs will give you a wide variety of reasons why busy season is busy. Ford Baker, a practicing CPA with 33 years of experience, certainly could. Over the course of Ford's career in public accounting, he has asked himself the same question, insisting that the same clients, forms, and deadlines should CPAs the opportunity to have a workflow that automated the process or, at a minimum, was more efficient. Over the past 6 years, Ford has worked on a workflow that helped him uncover the single element that makes busy season busy. 

Over the past couple of months, Ford and his team have asked CPAs from newly hired staff to seniors, managers, partners, and even workflow solution providers the same question, “why is busy season busy,” asking them to describe the central reason they felt caused the business. That resulted in a long list of culprits with very little consistency from one CPA to the next. CPAs described everything from client issues to redundancy, time compression, and no centralized data source or format. 

The actual list of reasons CPAs gave would consume the entire hour however not one CPA gave us the problem. Every excuse, every reason, every problem a CPA gave us was actually a symptom of that one problem. Even the AICPA only offered ways to deal with busy season, but never gave an answer as to why it's busy. It's as if busy season is like flu season without the flu vaccine, just deal with the symptoms because catching it is inevitable. 

By focusing on one central problem, the idea there could be a single workflow solution that could address every reason CPAs might describe was plausible. Once he could name and identify both the problem and solution he was surprised it is was so easy to implement. In fact, most CPAs use the idea behind the solution in their firm today and it's so simple and routine it is typically assigned to interns and inexperienced staff members. 

So why haven’t they fixed it? CPAs don’t actually think the problem is a problem, they believe they can't work without it and if you were to give them the choice of working with the solution or the problem, they would all choose the problem even though it causes every problem they described.

This enlightening and entertaining course will demonstrate to attendees

• the history of how the problem was identified and how it's applicable as it was designed by a practitioner in public accounting
• the history of accounting platforms and the impact they have had on every CPA firms' workflow.
• the central problem in every CPA firms' workflow
• how it adversely impacts every CPA firm, creating every problem a CPA might provide
• the single solution for that problem 
• how it positively impacts the CPA firm, addressing if not eliminating every problem
• how the solution can be harnessed to create efficient workflows but provide clients the actual things they want from their CPA (hint: It's not putting last year's numbers on a form)
• a comparison of the current CPA workflow with this new methodology
• how it can create a central access point for CPAs and actual opportunities to automate workflow and create efficiencies around reporting
• what tools can be used to gather this information and what might be done to take advantage of it 
• how BaCo Tech has harvested those items and how its patented technology could come at no additional cost to a CPA firm or their clients

To request additional information or inquire about scheduling, please complete the form at the bottom of this page.