Roman Kepczyk, CPA.CITP, CGMA, PAFM

Accounting firm M&A can fail without IT planning. Learn the technology risks, warning signs, and steps for a successful merger integration.

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.

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.

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.

Want to grow your accounting firm and make your employees happy? Build a client advisory services practice.

Discover 13 essential tips to protect your firm with secure mobile device practices. Strong passcodes, encryption and more.