Roman Kepczyk, CPA.CITP, CGMA, PAFM

Discover 13 essential tips to protect your firm with secure mobile device practices. Strong passcodes, encryption and more.

Going through an M&A deal? Use our merger and acquisition technology checklist and start organizing your joint strategy today.

Learn how to use Lean Six Sigma strategies to lower costs, eliminate waste, create value for clients, and increase your firm’s efficiencies.

Learn how to conduct an effective tax season debrief that drives continuous improvement. Get practical tips for gathering feedback, optimizing workflows, and implementing positive change.

To help define what it means to be a “digitally driven firm,” let’s go back in time… In March 2020, most businesses transitioned to remote work overnight. Some accounting firms…

The risk to your accounting firm’s data has never been as high as it is now, making backups and disaster recovery a priority. Learn how to create your plan, here.

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.

90% of HR leaders have said employees would be allowed to work remotely The COVID pandemic pushed every firm to adopt remote work at some level, and while there are…

Overlooking IT during an M&A deal can lead to hidden costs and integration challenges. Learn which technology components you must consider to maximize your success.

Below are key remote work considerations in expanding the firm’s security policies to accommodate remote, hybrid, and traveling employees’ workspaces. 1. Connect only authorized equipment to your firm’s resources. Verify…