by Roman Kepczyk | Apr 22, 2019 | Roman
One of the most effective ways to improve your firm’s tax processes and production is with the post-busy season debrief process. Whether done formally with a meeting or informally in combination with a survey, we suggest it be scheduled immediately after the tax...
by Roman Kepczyk | Mar 20, 2019 | CPA, Roman
Nearly 30 of the most influential thought leaders in the accounting profession gathered in Indianapolis March 11-13 for CPA Practice Advisor’s 11th annual Thought Leader Symposium. The annual event included round table discussions of technology and practice...
by Roman Kepczyk | Mar 12, 2019 | Accounting Firm, Roman
The CPA Firm Management Association (CPAFMA) recently released findings from their 2019 Digitally Driven Firm Survey which points to accounting firms continuing to move forward in adopting the profession’s paperless best practices and tools. This survey has been...
by Roman Kepczyk | Mar 5, 2019 | CPA, Roman
CPACA Holds Annual Meeting, Adds New Member and Makes Plans to Help CPA Firms be Future Ready San Diego, CA February 2019 – The CPA Consultants’ Alliance (CPACA), a working group of thought leaders united in their efforts to further leadership within the...
by Roman Kepczyk | Feb 28, 2019 | Security
“Oh no, we’ve been hacked.” Words no one wants to hear, but a potential reality for accounting firms and their clients. Because of the significant amount of personally identifiable information stored within CPA firms, every single one, regardless of size, is a...
