Roman Kepczyk, CPA.CITP, CGMA

The threat of a natural disaster, theft, or especially a cyber-attack impacting the information assets and technology within accounting firms has never been as high as it is now, making backups and disaster recovery a priority. Learn how to create your plan, here.

Find out what Director of Firm Technology Strategy Roman Kepczyk shared during the 13th Annual Rosenberg IT Roundtables, what he predicts for accounting firms in 2022, and how he’s suggesting all firms should prepare now.

Last week, Roman Kepczyk participated in CPA Practice Advisor’s Ensuring Success event alongside thought leaders David Cieslak and Eric McMillen. The main topic of the day? Accounting firm security. Get the wrap-up of the discussion, and find out what you can do to become a more secure firm now.

The Top Thought Leader Symposium, hosted annually by CPA Practice Advisor, brings together leading consultants, vendors, and accounting firm representatives from across the country. This year, remote work, COVID policies, and staffing shortages dominated the discussions. Find out how top accounting leaders feel about those topics—and more—in my recap.

The technology may have changed, but the challenges that accountants face—version control, timely client collaboration, secure delivery of information—have remained the same. Find out how accounting technology has evolved in the past 35 years to solve for these challenges (and even goes above and beyond what we once thought possible) this International Accounting Day.

Every May and October, CPAs from across the United States gather in-person to review some of the biggest topics facing accounting and tax professionals. Get Director of Technology Strategy Roman Kepczyk’s key takeaways from the Fall session, here.

In this post, we’ve targeted nine areas to help tune up your audit and assurance services. Keep these considerations top of mind so that you and your team will be ready to start improving when the next lull comes around.

Get the key components of a breach incident response plan, plus best practices for communicating the breach to employees, clients and other vested parties.

In part 4 of our Lean Six Sigma (LSS) webinar series, The Road Trip to Productivity: Lean Firm Administration and Management, learn how to improve administrative processes and how to turn these process improvements into client advisory services.

Register for part 3 of our Lean Six Sigma (LSS) webinar series, The Road Trip to Productivity: Lean Assurance and Accounting, to learn how to apply modern solutions to decades-old assurance processes in today’s hybrid-remote culture.

In part 2 of our Lean Six Sigma (LSS) webinar series, The Road Trip to Productivity: Lean Tax, learn how to make each tax process at your firm more efficient.

Firm leaders and members rarely get the chance to sit alongside each other to discuss process improvements—but tax season debriefs are meant for precisely that. Learn how to improve your next debrief by watching our new webinar today.