Roman Kepczyk, CPA.CITP, CGMA, PAFM

With the busy season rapidly approaching, now is a great time for firms to review their tax production processes and tune them up to be optimally prepared for the opportunities…

For the past year, AICPA leadership has been touting the evolution towards the “audit of the future,” with one of the core discussion points being how Blockchain will be one…

Consultants began introducing Lean Six Sigma (LSS) principles to the accounting profession more than a decade ago, which has helped foster improvements in production processes throughout every department within accounting…

Firms are increasingly transitioning employees from traditional desktops to laptops as their only workstation to connect to the firm’s information resources and production applications. This has a variety of benefits,…

In our Lean Six Sigma consulting within CPA tax practices, we sometimes find that firms that have transitioned to a paperless environment in a piecemeal fashion actually became less efficient…

CPAs have had to deal with a significant amount of technological evolution in their careers, particularly in the past decade as the Internet and personal computers fundamentally changed how people…

CPAs are knowledge workers and the more thoroughly they understand how to utilize their technology and optimize the profession’s best practices to service clients, the more effective and profitable their…

Has the IT role within CPA firms finally come full circle? I began the IT portion of my career providing support for IBM XT personal computers that were used by…

Paperless” has been a common firm mantra over the past decade with most firms implementing digital solutions throughout each area of their practices. Oftentimes, firms adopted digital versions of their…

Earlier this year, we met with two members of the IRS Criminal Investigations unit who shared that between three and five accounting practitioners are getting hacked every single day. With…

Your firm went paperless for tax processing a long time ago, but are you really taking advantage of the digital tools and production processes that have evolved since then? Many…

The rate of technological change within accounting firms over the past three decades has been astounding.  Each new wave of hardware and applications was initially met with skepticism until pioneering…