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.
Roman Kepczyk
CPA, CITP, CGMA
roman@cpapracticeadvisor.comRoman H. Kepczyk is Director of Firm Technology Strategy for Right Networks 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 16 years, AT Top 100 16 years and CPAPA Top Thought Leader from 2011 to 2021.
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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).
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.
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 ...
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 ...
Firm Management
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 ...