This session will focus on today’s core technology trends impacting CPA firms including cloud, collaboration, connectivity, and IT Security. Roman will discuss today’s leading tax, audit and administrative production best practices including a slew of “Lean Six Sigma” opportunities identified in his consulting within accounting firms.
Roman will also incorporate the latest CPAFMA IT and Digitally Driven Benchmark survey results so firms can see how they stack up and identify specific opportunities for improvement. This session also discusses key disrupters having a significant impact on the accounting profession.
Roman Kepczyk is Director of Firm Technology Strategy for Rightworks and a long-time trusted technology consultant to the accounting profession. He has partnered with more than 400 CPA firms to effectively utilize their information technology and accounting applications by optimizing their tax, assurance, and administrative production workflows. In addition to being a CPA, CITP, and CGMA, Roman is certified as a Lean Six Sigma Black Belt which he utilizes to transform accounting firms in his consulting practice. Roman has been recognized as one of Accounting Today’s Most Influential People in Accounting fifteen times, a CPA Practice Advisor Top Thought Leader each of the past ten years, and one of INSIDE Public Accounting’s Most Recommended Consultants to the Accounting Profession fifteen years. Roman is a prolific author and speaker to the accounting profession helping firms transform their practices.