If you are looking for ways to simplify your daily workflows, want a better means of securing data, and have a goal of scaling your practice, your firm needs to be in the cloud. Moving to cloud accounting has the potential to revolutionize your practice.
But where do you start? Join Roman Kepczyk as he discusses how to take your first steps down the path of moving to the cloud and what it’s like once you get there. Citing real-world case studies from within the profession, Roman will discuss topics ranging from convincing your clients to work with you in the cloud to finding new ways to increase your revenue as you grow your firm.
Learning Objectives:
- Define which type of cloud is right for you
- Determine how to optimize workflows to save time and win more clients
- List the benefits of modernizing your accounting practice in the cloud
- Summarize why a cloud environment improves operations while safeguarding data
- Identify that a safe and flexible IT provider requires due diligence
- Recognize the key areas where an IT provider should have expertise
Roman H. Kepczyk, CPA, CITP, CGMA
Rightworks
Director of Firm Technology Strategy
roman@rightworks.com
(678) 495-0508
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.
About Our Presenter
Rightworks is the preeminent accounting platform bringing together best-in-class accounting technology, data sharing and collaboration, productivity tools, and world-class guidance and support to make you more productive and more profitable.
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