Roman Kepczyk, CPA.CITP, CGMA, PAFM

IRS Publication 4557 outlines how tax professionals must protect taxpayer data. Learn the requirements, penalties, and how to stay in compliance.

Are you prepared to prevent identity theft and fraud? Learn what accounting firms can do to reduce their risk.

Remote accounting workflows create real security risks. Learn how to meet IRS requirements, protect sensitive client data, and find the right cloud partner.

Learn how to conduct an effective tax season debrief that drives continuous improvement. Get practical tips for gathering feedback, optimizing workflows, and implementing positive change.

Technology integration can make or break accounting firm M&A success. Learn why IT considerations are critical and how to avoid costly merger pitfalls.

Wondering how the 3-2-1 backup rule can protect your firm’s data? Discover the steps to implement secure, automated cloud backup and recovery.

Staff shortages, technology gaps, cybersecurity threats, and regulatory complexity—learn how to overcome accounting’s biggest challenges, here.

In this post, we’ve targeted nine areas to help tune up your audit and assurance services. Keep these considerations top of mind so that you and your team will be ready to start improving when the next lull comes around.

Discover eight benefits of running your accounting practice in the cloud.

What makes an accounting firm more valuable: The number of cloud solutions it uses or the composition of its client base? The answer may surprise you.

Get Roman Kepczyk’s coverage of the latest innovations, technology and trends touted at this year’s Consumer Electronics Show (CES).

Find out what results and findings were garnered from CPAFMA’s annual technology survey of more than 100 accounting firms.