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Roman Kepczyk

Dec 14 by
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Protecting Your Mobile Workstation (Laptop)

Firms are increasingly transitioning employees from traditional desktops to laptops as their only workstation to connect to the firm’s information resources and production applications. This has a variety of benefits, including increasing mobility of staff, providing secured remote access

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Nov 30 by
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Lean Tax Quality Control Opportunities

In our Lean Six Sigma consulting within CPA tax practices, we sometimes find that firms that have transitioned to a paperless environment in a piecemeal fashion actually became less efficient in certain components of their tax production processes.  In

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Nov 16 by
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Updated: Optimizing Workflows to Improve Firm Production

*This is an updated version of Optimizing Workflows to Improve Firm Production which was originally published in December 2013.

CPAs have had to deal with a significant amount of technological evolution in their careers, particularly in the past decade

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Why Xcentric Pays CPAFMA Dues for Clients

More than thirty years ago, I began my transition into the administrative role within my firm, and it was obvious I needed help.  While I had been a CPA doing taxes, accounting work, and helping others understand personal computers,

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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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