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Roman Kepczyk

Oct 17 by
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Building a Learning Culture in Your Firm

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 firms will become. Firms that have made the effort

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Oct 05 by
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The Changing Role of IT Personnel in Accounting Firms

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 accountants to produce spreadsheets and word processing, while all

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Sep 26 by
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Do Your Digital Processes Frustrate or Delight?

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 manual processes and believed they had become “paperless” without

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Sep 21 by
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Mandatory Firm Security Briefings

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 all the awareness of data breaches, security threats, and

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Aug 29 by
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“LEAN” Tax Production Opportunities

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 CPA firms created digital versions of processes that simply

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Aug 22 by
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CPA Technology Disrupters

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 firms proved those tools were more effective and made

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Jul 06 by
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Updated: Ergonomics to Improve Your Firm’s Productivity

*This article was originally published in 2015 and was updated in April 2017 for this audience.

Accountants spend huge amounts of time at their desks, many of which were acquired before the advent of multiple monitors and the knowledge

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Jun 29 by
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CES 2017: Laptops For Mobility

2017 marked the 50th Anniversary of the International Consumer Electronics Show (CES) and our 13th year on the show floor to peruse and discover the latest technologies that could be showing up in our accounting firms in the near

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Jun 22 by
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Eight Reasons Firms Should Move to the Cloud

The 2017 CPA Firm Management Association (CPAFMA.org) Paperless Benchmark Survey released in the first quarter of this year, found that 23% of firms had moved their IT Infrastructure to cloud providers instead of building and maintaining them themselves among

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