Content Provider
Rw logo
Middlebanner astps03182024
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
Tax Season Debrief

TAX SEASON DEBRIEF

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 6, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Another busy season under your belt and It’s time to coast for a bit…WRONG! Now is the optimum time to meet with the tax team to discuss what went well, what didn’t, and what you are going to do about it before the next extension deadlines hit.

Roman will walk through the process to optimize your Post-Busy Season Debrief meeting including providing attendees with the questions to ask and sharing “LEAN” consulting tools to help firms identify the biggest opportunities for improvement to implement over the summer, backed by the latest CPA survey findings.

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Roman H. Kepczyk, CPA, CITP, CGMA

Rightworks
Director of Firm Technology Strategy
roman@rightworks.com
(678) 495-0508

Rw logo

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

Rw logo

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.