Quantum of Paperless (2011 Version Released!)

by Roman H. Kepczyk, CPA.CITP

Every accounting firm is unique in the production processes they have developed over time to service clients, produce tax returns, complete audits, enter time, and produce billing. While each firm is unique, the transition from traditional manual processes to today’s digital solutions is remarkably similar and it is primarily a matter of identifying where the firm is today and implementing the next proven process that firm personnel are sufficiently capable and willing to adopt. This Guide is broken into 32 mission critical quantum leaps where your firm production can be optimized. In each section, proven solutions that accounting firms are successfully implementing and using today is listed. Where appropriate, the results of the Association for Accounting Administration’s (CPAAdmin.org) 2011 Benchmarking Paperless Best Practices survey to support solutions utilized during the 2011 busy season is included. These can be found at the back of this Guide.

Book reviews

Robert J. Gallagher (Pittsburgh, PA) - “Roman Kepczyk is at Mount Everest regarding his extensive knowledge in helping CPA firms improve their technology and efficiency. Quantum of Paperless is a must read for partners and administrators who “Captain” the vision and direction of their technology investments. Roman is not only a premier advisor but also an outstanding committed professional.”

Rita Keller – Possibilities for CPA Firm Manager (Dayton, OH) – “As a leader in CPA firm technology, Roman Kepczyk is one of the most admired and trusted technology consultants serving the CPA profession. To the nearly 1,000 members of The Association for Accounting Administration, the common question when it comes to technology planning and implementation is, “What does Roman Recommend?

Addressing the sometimes overwhelming issues in moving a firm into the paperless world, Kepczyk demonstrates his skills, not only as an author and consultant, but also as an experienced teacher and guide. This book puts the transition to a digital (paperless) environment into an understandable, yet thorough process. It is EXACTLY what many CPA firm partners need to read to help them truly understand and become leaders of the paperless movement in their own firms, rather than anchors or roadblocks to the process. This is the handbook for partners and administrators to use to take control of their firm’s technology direction.”

C.P. Frederiksen – “In this slim, easy-to-read volume, Kepczyk has captured all the essential information about Technology for the modern CPA firm. Not only does he provide good information, he includes the tools you need to analyze your firm’s situation and make the right moves ahead.

The advice is current, succinct and direct — this is a “must read” for any CPA in practice today. Highly recommended.”

Marc Rosenberg (Chicago) – “Search for the ideal IT consultant for the CPA profession no longer. Roman Kepczyk’s new book, Quantum of Paperless, solidifies his reputation as the preeminent CPA firm IT expert in the country, further building on what the CPA profession has known for 20 years. He’s a CPA so he knows our business. His book shares the hands-on experience obtained from working exclusively with CPA firms from coast to coast. His writing is easy to understand (i.e., no techno-garble), yet hard-hitting when it needs to be. Roman has always been an excellent teacher and this makes his book a joy to read.

Quite simply, Quantum of Paperless is a must-read for CPA firms from sole practitioners to huge firms. It packs quite a wallop – 32 “mission critical” suggestions for running an efficient, state-of-the-art IT function.”