Posts by Roman Kepczyk

2016 CPAFMA Technology Survey Findings-Audit & Accounting Technology

The CPA Firm Management Association recently conducted its first comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products and processes utilized by peers.  Where possible, the survey attempted to identify which applications firms are moving to in the cloud compared to traditionally on-premise managed solutions.  The survey was…

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2016 CPAFMA Technology Survey Findings-Tax Technology

The CPA Firm Management Association* recently conducted its first comprehensive technology survey tailored specifically to member firms with the goal of identifying the applications, products and processes utilized by peers.  The survey was conducted in January 2016, with 140 members participating, 90% of which had between 11 and 149 personnel and almost half being multi-office.  …

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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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Collaboration Technology to Improve Your Firm

Communications is critical component within every business and can either enhance or detract from overall productivity within a firm.  Core communication skills are developed as people grow and most are comfortable with the communication tools they were introduced to and utilize during their career, especially those they use most often on a day to day…

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Ransomware Awareness

There has been a recent surge of Ransomware attacks on accountants whose workstations were not adequately protected and backed up, leading to some firms paying a ransom and others recreating the data (and wishing they would have paid the ransom instead).  For those of you not familiar with Ransomware, it is a term for malicious…

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AAA 2015 Paperless Benchmark Survey Results… Bleeding or Stable Digital Edge?

The Association for Accounting Administration recently completed the 2015 Paperless Benchmarking survey to find out the status of paperless office practices in accounting firms this upcoming busy season. The survey has been conducted every two years beginning in 2003 to help identify trends in adopting “less paper” processes.  Seven NEW questions were added this year…

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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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