Firm Management
Future Techs - Technology Forecast for 2023 and Beyond
Accounting has often been viewed as overly cautious and a somewhat slow technology adopter, the reality is that we are also being drawn into ...
Roman Kepczyk
CPA, CITP, CGMA
roman@cpapracticeadvisor.comRoman 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
ENGAGE 2022: Pearls of Leadership
For the past few decades, the path to success and leadership positions for most has been characterized by being a lead “producer” and out-performing others in your chosen field of endeavor. In competitive environments, leadership touted the ...
Firm Management
2022: LEAN Up Your Firm's Tax Season Debriefing
Another busy season is under our belts and one of the most productive things a firm can do in the next few weeks is to take time to formally debrief the past few months, acknowledging what worked well and identifying where there were bottlenecks that ...
Benefits
Post Tax Season: 10 Tips for Getting the Most Out of Your Tax Season Debrief Meeting
The next two months offer great opportunities to research, acquire and pilot new tools and processes so they become the new firm standard before the September and October deadlines. Below we outline 10 tips to optimize your post-busy season debrief ...
Accounting
2022 CES Tech Innovations for Accountants
Over three days I racked up 71,200 Fitbit steps in an attempt to cover the more than 1.8 million square feet of show floor, 2,200 exhibitors, and the multitude of onsite presentations and virtual announcements.
Accounting
In Firm: 2022 IT Predictions and 2021 Results
We hope our 2022 predictions will provide some insights and hopefully a little inspiration for improving your technology outlook in the New Year. However, before we unplug the proverbial crystal ball, we also want to share our 2021 predictions and ...
Accounting
The Profession Gets Closer to Normal: Insights from the 2021 AICPA ENGAGE Conference
At the end of July 2021, the accounting profession took a big step towards post-COVID normalcy with the return of the AICPA ENGAGE conference to Las Vegas. The program allowed for face-to-face mingling of 1,700 on-premise attendees along with ...
Accounting
Picassos or Teeny Beanie Babies: NFTs Providing “Ownership” of Digital Assets
With NFT sales skyrocketing, it won’t be long before tax ramifications come into play which accountants need to be prepared for. Considerations such as whether a sale is subject to short or long-term capital gains become increasingly complex as ...
Accounting
CES 2021 Gadget Highlights - The Biggest Technology Show of the Year
The International CES (Consumer Electronic Show) kicks off each New Year by showcasing the latest gadgets and technology trends projected for the coming year. While COVID forced the program to be 100% digital, it still provided a flood of product...
Advisory
2021 IT Predictions and 2020 Results
Not one of us could have predicted the year 2020 would turn out to be, but almost everyone would agree that we are hoping 2021 will bring a return to some degree of normalcy in our day to day lives. The good news is that throughout the ongoing ...
CPAPA Murder Hornets Cyber Security Webinar Slide Presentation
Firm Management
How to Work Securely at Home During the COVID-19 Crisis
While no one can predict the long- term impact of the pandemic, accounting firms are finding that remote work capabilities are not only a required, but highly viable solution and may well become the new norm as long as it can be done effectively and ...