Roman Kepczyk, CPA.CITP, CGMA, PAFM

Remember when our idea of a “mobile phone” meant attaching a 12-foot coiled cord to a landline? Internal office communications have evolved from memos and meetings, to phone calls and email, to instant messaging and video chat. Depending on when you entered the firm you probably have a preferred prioritization of how you individually communicate best. But in many cases, a firm’s communication prioritization is built around the “cultural norm” promoted by its leaders.

Now is the time to review and tune-up your security processes. The COVID-created rush to have everyone working from home inadvertently exposed firms to security threats they may not have considered before the pandemic struck. Even firms that were already in the cloud (and had adopted a mobile mindset) had to quickly transition tax and administrative personnel that may not have previously had experience working remotely.

With information technology eliminating most geographic boundaries, generalist firms will find it increasingly harder to compete with niche specialists who have differentiated themselves with more expertise and process efficiency, particularly those targeting CAAS (Client Accounting and Advisory Services). 

When you think of remote work, what comes to mind? For auditors and consultants, it’s working on the road at client offices, airports and hotels. For tax managers, it’s most…

As with any strategic initiative, progress can be significantly derailed by individuals that nod their heads in agreement in public but do not adopt processes and/or quietly countermand them in…

This past June, the AICPA was awarded the .cpa (dot CPA) top-level (worldwide) domain which has been reserved exclusively for entities confirmed by the AICPA to be affiliated with the…

The COVID-19 pandemic required accounting firms to go 100% remote virtually overnight.   While a good number of firms were either already in the cloud had implemented cloud-enabled applications, or had…

Natural disasters and cybersecurity concerns have pushed most firms to develop a disaster response plan in the event of a catastrophic office or systems loss, but few have considered the…

The CPA Consultants Alliance held their annual working group meeting this week in Scottsdale, Arizona where they swarmed around solutions regarding the transformation of the Accounting Profession towards Client Advisory…

On this episode of The Right Byte, Roman Kepczyk discusses why it is necessary to expand your monitor screen real estate. Roman explains the need for a large monitor to…

On this episode of The Right Byte, Roman Kepczyk discusses how firms should beware of getting locked into a long term copier lease. To gain a better understanding of why…

We’ve sent Roman Kepczyk our Director of Firm Technology Strategy to the International Consumer Electronics Show (CES) to experience the latest advancements in consumer technology that will be making their…