Roman H. Kepczyk, CPA, CGMA, CITP, is Director of Firm Technology Strategy for Rightworks and works exclusively with accounting firms to optimize their internal production processes within their tax, audit, client services and administrative areas. Roman has been named a most recommended consultant for 17 years, has been in the AT Top 100 for 19 years, and has been named a CPAPA Top Thought Leader from 2011 to 2025.
Accounting March 3, 2025
This year’s program focused on the impacts of AI, Private Equity, Staffing, CAAS, and Security. Below are my “takes” on what I’m advising my firms to do.
Technology February 21, 2025
There were five innovation themes that percolated to the top of my list, which I believe we will see integrated into products we use in our homes, and possibly our offices over the next few years.
Firm Management January 20, 2025
The pace of change in the accounting industry will never slow down, and technology will continue to be a primary driver of that change.
Accounting October 28, 2024
This year, I felt the above nine items were distinct enough in my mind, so for the 10th item, I asked Gen AI systems what “their” top ten technology predictions impacting accounting firms in 2025 would be.
Firm Management April 2, 2024
Every firm will likely have to deal with a client whose identity has been compromised at some time, so it helps to remind staff of the warning signs of tax ID fraud as well as how to work with clients that may have been flagged by the IRS.
Technology January 18, 2024
Below we highlight the most interesting innovations and technologies that could impact both your firm and your home in the near future.
Technology January 18, 2024
One of the distinct pleasures of being at the International Consumer Electronics Show (CES) is exploring the 2.3 million square feet of exhibitions and seeing first-hand the bleeding-edge of technological innovation and deciphering if products are real or not.
Technology December 11, 2023
No area of the firm’s strategy has been more impacted than information technology, especially with the advent of generative AI (i.e. ChatGPT, Bard, LLaMA, etc.) which is having a significant impact on our businesses and personal lives.
Accounting September 27, 2023
While the definition of an “amazing” app varies by user, for the purpose of this article it is one that increases productivity, improves collaboration, assures compliance, can be quickly onboarded by the firm, and requires reasonable training for firm members (as well as for clients) to become proficient.
Technology July 20, 2023
Guided by the Boy Scout motto of always being prepared, I’m writing this column on my “gotta have items” for working anywhere on the road.
Accounting June 14, 2023
While primarily targeted at companies maintaining more than 5,000 client records (think tax returns), certain safeguard components are required for firms with fewer than 5,000 records.
Accounting May 22, 2023
All firms should have comprehensive computer and Internet usage policies in place to set guardrails on what is acceptable and secure usage of the firm’s technology infrastructure.
