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Roman Kepczyk

CPA, CITP, CGMA

roman@cpapracticeadvisor.com

Roman H. Kepczyk, CPA, CGMA, CITP, is Director of Firm Technology Strategy for Rightworks and works exclusively with accounting firms to optimize their internal production processes within their tax, audit, client services and administrative areas. Roman has been named a most recommended consultant for 17 years, has been in the AT Top 100 for 18 years, and has been named a CPAPA Top Thought Leader from 2011 to 2023.

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Accounting

Top 10 Technology Predictions for Accounting Firms in 2025

This year, I felt the above nine items were distinct enough in my mind, so for the 10th item, I asked Gen AI systems what “their” top ten technology predictions impacting accounting firms in 2025 would be.

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Firm Management

How Professionals Can Handle Client Tax ID Theft

Every firm will likely have to deal with a client whose identity has been compromised at some time, so it helps to remind staff of the warning signs of tax ID fraud as well as how to work with clients that may have been flagged by the IRS.

Technology

New Tech and Innovation at CES 2024

Below we highlight the most interesting innovations and technologies that could impact both your firm and your home in the near future.

Technology

The Craziest Tech Gadgets at CES 2024

One of the distinct pleasures of being at the International Consumer Electronics Show (CES) is exploring the 2.3 million square feet of exhibitions and seeing first-hand the bleeding-edge of technological innovation and deciphering if products are real or not.

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Technology

2024 Accounting Firm Technology Predictions

No area of the firm’s strategy has been more impacted than information technology, especially with the advent of generative AI (i.e. ChatGPT, Bard, LLaMA, etc.) which is having a significant impact on our businesses and personal lives.

Accounting

Five Amazing Accounting Apps and Features

While the definition of an “amazing” app varies by user, for the purpose of this article it is one that increases productivity, improves collaboration, assures compliance, can be quickly onboarded by the firm, and requires reasonable training for firm members (as well as for clients) to become proficient.

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Technology

Working Road Trip? Pack for Success!

Guided by the Boy Scout motto of always being prepared, I’m writing this column on my “gotta have items” for working anywhere on the road.

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Accounting

WISP Required! Key Components in Your Firm’s Written Information Security Plan

While primarily targeted at companies maintaining more than 5,000 client records (think tax returns), certain safeguard components are required for firms with fewer than 5,000 records.

Accounting

Conducting Your Firm’s Security Briefing

All firms should have comprehensive computer and Internet usage policies in place to set guardrails on what is acceptable and secure usage of the firm’s technology infrastructure.

Accounting

Accounting Automation Evolution: Augmented or Artificial Intelligence

What is the reality of Artificial Intelligence tools utilized today in your accounting practice? Unfortunately, there is no clear answer, and in actuality it depends on your interpretation of AI.

Firm Management

CES 2023 – Accounting Tech Gadgets

Each January, thousands of technology enthusiasts, journalists, and product vendors converge on Las Vegas to attend CES (formerly known as the International Consumer Electronics Show).

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Accounting

Predictions for the Accounting Profession: 2023 and Beyond

The end of the year means it’s time to get ready for another busy season and to tune up your strategic plans for the years ahead.