Roman Kepczyk, CPA.CITP, CGMA, PAFM

It may be tempting to pump the brakes and coast through to extension season…but that won’t make next busy season any easier. Take advantage of this short reprieve with our 4-part Lean Six Sigma webinar series.

Watch Gene Marks, Roman Kepczyk and Eric McMillen discuss the latest small business security threats—and find out how to protect against them.

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…

Each January, over 170,000 consumer electronic technologists flock to the International Consumer Electronics Show in Las Vegas to experience the latest trends and technologies…

One of the few silver linings during this pandemic has been the accelerated adoption of technologies and processes that allowed employees to work effectively regardless of location. Successful firms used…

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.

Earlier this week, I presented “Tech, Trends and Disrupters” with Thomson Reuters Director of Innovation Jordan Kleinsmith at GEAR UP 2020. Keep reading for highlights from our program or scroll down to the bottom of the article to sign up for our next live presentation of “Tech, Trends, and Disrupters” on Friday, December 11.

While many of us are concerned about the “new normal” right now, the reality is that technological change and innovation are accelerating and will create a string of “new normals” (cloud hosting, application integrations) that firms will have to adapt to in the future. And those that do so effectively will be…

Remember when our idea of a “mobile phone” meant attaching a 12-foot coiled cord to a landline? Internal office communications have evolved from memos and meetings, to phone calls and email, to instant messaging and video chat. Depending on when you entered the firm you probably have a preferred prioritization of how you individually communicate best. But in many cases, a firm’s communication prioritization is built around the “cultural norm” promoted by its leaders.

Now is the time to review and tune-up your security processes. The COVID-created rush to have everyone working from home inadvertently exposed firms to security threats they may not have considered before the pandemic struck. Even firms that were already in the cloud (and had adopted a mobile mindset) had to quickly transition tax and administrative personnel that may not have previously had experience working remotely.

With information technology eliminating most geographic boundaries, generalist firms will find it increasingly harder to compete with niche specialists who have differentiated themselves with more expertise and process efficiency, particularly those targeting CAAS (Client Accounting and Advisory Services). 

When you think of remote work, what comes to mind? For auditors and consultants, it’s working on the road at client offices, airports and hotels. For tax managers, it’s most…