Author
Roman Kepczyk, CPA.CITP, CGMA, PAFM is Director of Firm Technology Strategy for Rightworks and partners exclusively with accounting firms on production automation, application optimization and practice transformation. He has been consistently listed as one of INSIDE Public Accounting’s Most Recommended Consultants, Accounting Today’s Top 100 Most Influential People, and CPA Practice Advisor’s Top Thought Leaders.
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Posts by Roman Kepczyk, CPA.CITP, CGMA, PAFM
The rapidly approaching year-end signifies that it’s once again time to take pause, reflect on the progress of the previous 12 months and to begin planning for 2020, particularly in…
CPAs are notoriously hard to shop for during the holidays due to their commonly sensible nature, particularly regarding updating office technologies that are still working perfectly fine. Whether you are…
Allowing firm members to work remotely can increase morale, improve productivity and boost employee retention, especially among Millennial staff focused on quality-of-life concerns. When it comes to recruiting, firms that…
Rightworks was in Ft. Lauderdale this week! Not for a “Spring Break” but for a “Tax Break” at the National Tax Practice Institute put on by the National Association of…
Rightworks’ Wayne Jackson and Roman Kepczyk were in Washington, DC this past week participating in Integra International’s Worldwide Conference. Integra International membership vaunts more than 5,000 personnel situated around the…
Phishing attacks are consistently listed as one of the top cyber threats impacting CPA firms. They are most often malicious emails containing malware, viruses, and/or links to unscrupulous websites that…
The IRS recently released the updated W-12 (PTIN Application Renewal) form and one of the questions that preparers will need to take note of is #11-Data Security Responsibilities which states:…
Rightworks had a significant presence at this year’s Accountex conference held at the Hynes Convention Center in Boston, MA on September 5-6, 2019. Accountex continues to be one of the…
A significant part of our practice is focused on applying Lean Six Sigma (LSS) methodologies to optimize the production processes and workflows within CPA firms. We apply “lean” principals to…
Most of the firms we have consulted with in the past two years are experiencing the most successful and profitable years in their history. The majority would say they have…
Roman Kepczyk, Rightworks Director of Firm Technology Strategy attended the CPA Firm Management Association Board of Directors Meeting in Minneapolis, MN this past week where he serves as an Advisory…
Rightworks participated in Boomer Consulting’s Technology and Firm Circle Summit in Kansas City, KS with Patrick Dugal and Robert Frazier in attendance this past week. Roman Kepczyk spoke Tuesday morning…