Posts by Roman Kepczyk
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…
Read MoreAAA 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…
Read MoreProtecting 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…
Read MoreRethinking 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…
Read MoreIRS 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,…
Read More2014 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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