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2019 CPAFMA Digitally Driven Survey Results

2019 CPAFMA DIGITALLY DRIVEN FIRM SURVEY RESULTS

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 10, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

One of the top 100 most influential people in accounting, Roman Kepczyk, discusses the results of the CPAFMA Digitally Driven Firm survey (formerly Paperless). The survey was conducted to benchmark digital office practices within the membership. The survey identifies applications and production processes that have been adopted by member firms for this year's busy season to optimize internal success.

Learning objectives:


  • Identify new processes and tools that can benefit your firm.

  • Recognize the importance of educating your clients on your digital resources.

  • Identify if a certain process is necessary and if so, could it be automated?

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Roman H. Kepczyk, CPA.CITP, CGMA

Right Networks
Director of Firm Technology Strategy
roman@rightnetworks.com
(678) 495-0508

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Roman H. Kepczyk, CPA is Director of Firm Technology Strategy for Right Networks.  His primary focus is helping firms throughout North America effectively use information technology and accounting applications by optimizing their tax, audit and administrative production workflows.  
 
He has spent the past twenty-two years consulting exclusively with CPA firms and prior to that, ten years with the CPA firm of Henry & Horne, (Arizona’s largest regional firm) where he was the partner in charge of the firm's Management Advisory Services and Consulting practices.  Roman also served as the firm’s Administrative partner where he oversaw Internal Accounting, Marketing, Human Resources, and was responsible for the creation and implementation of the firm's technology plan and budget.
 
He is member of AICPA Council, a former member of the AICPA PCPS Executive Committee and a former Chairman of the AICPA's Information Technology Executive Committee.  He has served as a member of other AICPA initiatives, including the Special Committee on Enhanced Business Reporting, eBusiness Task Force, IT Best Practices, IT Research, IT Practices Committees, and Group of 100 projects. In addition, he is a former Chairman of the AICPA Top Technologies Task Force

Roman was named by INSIDE Public Accounting as one of the profession’s Most Recommended Consultants for each of the years from 2005 through 2017, CPA Practice Advisors Top 25 Thought Leaders from 2011 through 2019, and Accounting Today’s Most Influential People in Accounting thirteen times. 

Roman is also an Advisory Board Member to the CPA Firm Management Association (formerly the Association for Accounting Administration) and has served on the Board of Directors of the Arizona Society of CPAs.

He also authored “Quantum of Paperless: Partners Guide to CPA Firm Optimization” which outlines 32 key CPA best practices.

On a technical level, Roman is an AICPA Certified Information Technology Professional (CITP) and a Certified Lean Six Sigma Black Belt (LSS BB). He authored technology chapters for the PPC MAP Handbook, PPC Guide to Paperless Engagements, and sections of the AICPA MAP Handbook.  He is also a regular contributor of articles to the AICPA PCPS, CPA Practice Advisor, Thomson Reuters Audit and Accounting publications and the CPA Firm Management Association’s newsletters.

About Our Presenter

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Trusted World-Wide, Right Networks is the leading provider of hosted applications for small business accounting firms. Right Networks hosts data and applications for a rapidly-growing client base ranging from Fortune 10 companies and large not-for-profit organizations to sole proprietorships and individuals. Authorized by major corporations and acclaimed by industry leaders, Right Networks is the right choice to move your organization into the cloud easily, reliably, and securely.