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IT Considerations for a Successful M&A

IT Considerations for a Successful M&A

by Roman Kepczyk | Jan 6, 2021 | Mergers & Acquisitions

Despite social distancing, mergers and acquisitions (M&As) have continued. Despite restrictions in place due to COVID-19, accounting firms are continuing to acquire and merge in other practices and related businesses. With the inherently confidential nature of...
Ensuring Success: Accounting Firm Workflow in a Remote World

Ensuring Success: Accounting Firm Workflow in a Remote World

by Roman Kepczyk | Dec 9, 2020 | Cloud Hosting, Emerging Technology, News & Events, Work Remotely

Last week, CPA Practice Advisor held its 7th annual Ensuring Success CPE program where I presented “Accounting Firm Workflow in a Remote World” along with Donny Shimamoto (Intraprise) and Richard Roppa-Roberts (Quaser Cowboy). With COVID impacting firms through the...
Accounting Firms GEAR UP for Another Busy Season

Accounting Firms GEAR UP for Another Busy Season

by Roman Kepczyk | Dec 4, 2020 | Accounting Firm, Cloud Hosting, Trends, Work Remotely

Earlier this week, I presented “Tech, Trends and Disrupters” with Thomson Reuters Director of Innovation Jordan Kleinsmith at the GEAR UP 2020 Online Conference. Keep reading for highlights from our program or scroll down to the bottom of the article to...
Accounting Firms Discuss the “Next Normal” At Rosenberg Roundtables

Accounting Firms Discuss the “Next Normal” At Rosenberg Roundtables

by Roman Kepczyk | Nov 20, 2020 | Cloud Hosting, News & Events

This past Tuesday, November 17th, I presented the 12th Annual Rosenberg Roundtables IT Workshop. The program, hosted by Art Kuesel (Kuesel Consulting) and Marc Rosenberg (The Rosenberg Associates), was held virtually for the first time due to COVID-19–allowing...
How to Optimize Communication When Remote Work Is Mandatory

How to Optimize Communication When Remote Work Is Mandatory

by Roman Kepczyk | Nov 16, 2020 | Cloud Hosting, Work Remotely

Remember when our idea of a “mobile phone” meant attaching a 12-foot coiled cord to a landline? Internal office communications have evolved from memos and meetings, to phone calls and email, to instant messaging and video chat. Depending on when you entered the firm...
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