View Details/Register
View Details/Register
View Details/Register
View Details/Register
CPA - small firm
CPA - medium firm
CPA - large firm
Since the pandemic, every busy season has been challenging, but in truth, "Busy Season" has been challenging for the past 30 years and it is becoming more challenging every year. However, for one CPA, tax seasons have become more productive and profitable with the anticipation that next year will be the best ever. That CPA is a user of Once Accounting, an accounting workflow built by a CPA for CPAs that fixes the many faults that frustrate CPAs with other accounting workflows.
Once Accounting takes accounting data and focuses on the CPA or CPA firm, not on one individual business. Once is middle-ware that sits between your clients' accounting platform: QBO/Desktop, Xero, or Microsoft NAV, and your workflow, converting accounting data to meet CPA needs. This workflow focuses on public accounting, simplicity, and standardization in a "touch it once" approach that highlights the importance of being effective first. This approach highlights what can be done today to impact every busy season going forward.
This webinar will be led by Ford Baker, the founder of Once Accounting, and will include a software demonstration led by Jason Pedigo of EW Tax. Jason uses Once Accounting in his practice and in his demonstration, Jason will show how Once Accounting increases his impact on his firm's workflow and drives him to feel that his next busy season will be his most profitable and productive.
Learning Objectives:
- Evaluate a software solution that streamlines and enhances standard accounting workflows to be more effective and helpful for practicing CPAs
- Recognize the usefulness of this software in professional situations as demonstrated by a tax professional
- Identify ways that Once Accounting's unique "touch it once" approach can help busy seasons become productive and profitable
Ford Baker, CPA, has over 35 years of experience in the public accounting industry, with over 20 of experience running a firm, BaCo Group, PLLC. In that role, Ford always sought to improve the efficiency of his firm through technology and forward-thinking. His passion was built out of a unique backstory; in 2012, he weighed almost 400 pounds, but by 2014 he had changed his life and rode a bicycle from Canada to Mexico down the Pacific Coast Highway. He had a passion and focus on eliminating the clutter in his practice that created the 400-pound version of himself that he did not want to see return. Ultimately, Ford developed an in-house transaction-based workflow using Excel and various other off-the-shelf utilities that gather data and work with data more real-time. This workflow concept can change the industry from a reactive service switching from putting last year’s balances on the previous year’s returns to proactive services, teaching clients the impact of this year’s numbers on their business, its exit value, and next year’s tax bill today.
Jason Pedigo
EW Tax
Partner
[email protected]
(972) 250-9959
Jason graduated from Arkansas State University in 2004 with a B.S. in Corporate Finance and received an MBA from Arkansas State University shortly thereafter. He later received a second master's degree when he graduated from Texas A&M University - Commerce with a Master of Science in Accounting. He began his finance and accounting career in 2005 with Morgan Stanley and went on to add more than 5 years of management consulting experience nationally to his extensive finance and banking career before making the shift to focus exclusively on tax accounting, advisory, and planning engagements. Jason joined EW Tax in August of 2017. His practice focuses primarily on tax planning for small-to-medium sized business clients, closely-held family business advisory, gift and estate tax consultation, and related tax preparation, filing, and compliance matters.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
About Our Presenter
- CPE Credits
- Support and FAQs
- Terms and Conditions
- Privacy Policy
- CPAwebengage, Inc.