Posts Tagged ‘Roman Kepczyk’

CPA Firm Practice Management Applications The CPA Firm Management Association recently conducted its second 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…

CPA Technology: Hardware, Infrastructure and Governance The CPA Firm Management Association recently conducted its second 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…

Your firm went “paperless” for tax processing a long time ago, but is it really taking advantage of the digital tools and production processes that have evolved since then?  In our consulting within CPA firms, we often find that many created digital versions of processes that simply emulated their manual processes.  For example, moving physical…

CPAs are knowledge workers and the more thoroughly they understand how to utilize their technology and optimize the profession’s best practices to service clients, they more effective and profitable their firms will become.  One of the most important lessons I learned in my three decades in the CPA environment is that firms that have made…

The 2017 CPA Firm Management Association (CPAFMA.org) Paperless Benchmark Survey found that 23% of firms had moved their IT Infrastructure to cloud providers instead of building and maintaining them themselves.  Read below why this trend is accelerating and why your firm should be considering the move: Replacement Cost of Onsite Network: As servers come to…