Author
Roman Kepczyk, CPA.CITP, CGMA, PAFM is Director of Firm Technology Strategy for Rightworks and partners exclusively with accounting firms on production automation, application optimization and practice transformation. He has been consistently listed as one of INSIDE Public Accounting’s Most Recommended Consultants, Accounting Today’s Top 100 Most Influential People, and CPA Practice Advisor’s Top Thought Leaders.
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Posts by Roman Kepczyk, CPA.CITP, CGMA, PAFM
Want to grow your accounting firm and make your employees happy? Build a client advisory services practice.
Technology integration can make or break accounting firm M&A success. Learn why IT considerations are critical and how to avoid costly merger pitfalls.
Discover 13 essential tips to protect your firm with secure mobile device practices. Strong passcodes, encryption and more.
Learn how to use Lean Six Sigma strategies to lower costs, eliminate waste, create value for clients, and increase your firm’s efficiencies.
To help define what it means to be a “digitally driven firm,” let’s go back in time… In March 2020, most businesses transitioned to remote work overnight. Some accounting firms…
The risk to your accounting firm’s data has never been as high as it is now, making backups and disaster recovery a priority. Learn how to create your plan, here.
The technology may have changed, but the challenges that accountants face—version control, timely client collaboration, secure delivery of information—have remained the same. Find out how accounting technology has evolved in the past 35 years to solve for these challenges (and even goes above and beyond what we once thought possible) this International Accounting Day.
Below are key remote work considerations in expanding the firm’s security policies to accommodate remote, hybrid, and traveling employees’ workspaces. 1. Connect only authorized equipment to your firm’s resources. Verify…