Will Baker

Member Since: Mar 23rd 2021
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Will Baker has worked in Client Services in the marketing and technology space since graduating from the University of Oklahoma. A son of a CPA, he has developed a passion for helping CPAs improve their practices and gain more work-life balance through technology and attracting the right types of clients. Will has been able to help firms across the country in his role at BaCo Tech.
CPA Experience Director BaCo Tech
May 4th 2022
Fixing the Generational Divide in Accounting
Two years ago, I met with a local CPA who had come recommended through some friends as a potential early adopter of our product, as they...
Practice
Feb 4th 2022
How to Support Prospective CPAs at Your Firm
I have worked with many young professionals who are pursuing their CPA licensure, preparing for the exam and growing their skills as...
Team
Jan 21st 2022
How to Meet the Needs of New Clients in 2022
As an accountant, you likely serve a variety of clients, not only in types of business, but in types of people. One of the challenges of...
Clients
Jan 4th 2022
Why the Capacity Problem is Not a People Problem
At the recent Digital CPA conference I had the pleasure of sitting in Jennifer Wilson’s session, “Solving the Capacity Problem.” This is an...
Practice Excellence
Jun 28th 2021
5 Ways To Tell if a Client Is Right for Your Firm
There’s a lot of information out there about how to figure out if a client is wrong for you, as well as tips on disengaging with a client...
Clients
Jun 25th 2021
4 Tools to Improve Your Client Retention Rate
When a new client comes on board, there is a lot to figure out. A client could be behind on taxes, or they could have had some accounting...
Clients
May 4th 2021
Why Developing Younger Staff Is the Key to Success
Ford Baker, CPA, founded the BaCo Group in 1999. For 20 years, he grew his firm, hired staff, and expanded his expertise. In 2020, a new...
Growth
Mar 25th 2021
7 Ways to Handle Difficult Conversations at Work
I want to begin this by saying I am not a CPA, but I have spent my entire career since college in client services and have learned many...
Clients