Posts by Roman Kepczyk

Protecting Your BYOD Exposure

Bring your own device (BYOD) is becoming the standard in accounting firms as we not only allow our personnel to connect to firm data from their home computers, but also access email and other firm applications on personal tablets and smartphones.  When one of these devices gets lost or stolen, or if an employee is…

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Rethinking Credit Card Merchant Fees

Today, we see the majority of firms reluctantly accepting credit cards from some clients to pay for their accounting services.  A relatively small number of firms advertise this option and most only bring it up either when a client specifically asks to use their card or when the firm is trying to collect on a…

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IRS Expands Use of Electronic Signatures to Forms 8878/8879

One of the biggest hassles that firms have to deal with is getting signed authorizations from clients to file/extend their tax returns.  This usually entails multiple staff being involved in communicating with the client and dealing with a myriad of delivery methods to and from the client.  Source documents can include physical forms, faxed forms,…

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2014 CPA Management and Technology Trends

One of the core responsibilities of CPA Managing Partners is to monitor and evaluate trends within our profession, looking for opportunities to enhance the future of the firm.  This past week, we were fortunate to attend the Future Trends Panel session at the Winning is Everything Conference in Las Vegas where Andy Armanino, Tom Hood,…

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