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Roman Kepczyk

CPA, CITP, CGMA

roman@cpapracticeadvisor.com

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 18 years, and has been named a CPAPA Top Thought Leader from 2011 to 2023.

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Accounting

ENGAGE 2022: Pearls of Leadership

For the past few decades, the path to success and leadership positions for most has been characterized by being a lead “producer” and out-performing others in your chosen field of endeavor. In competitive environments, leadership touted the ...

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Firm Management

2022: LEAN Up Your Firm's Tax Season Debriefing

Another busy season is under our belts and one of the most productive things a firm can do in the next few weeks is to take time to formally debrief the past few months, acknowledging what worked well and identifying where there were bottlenecks that ...

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Benefits

Post Tax Season: 10 Tips for Getting the Most Out of Your Tax Season Debrief Meeting

The next two months offer great opportunities to research, acquire and pilot new tools and processes so they become the new firm standard before the September and October deadlines. Below we outline 10 tips to optimize your post-busy season debrief ...

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Accounting

2022 CES Tech Innovations for Accountants

Over three days I racked up 71,200 Fitbit steps in an attempt to cover the more than 1.8 million square feet of show floor, 2,200 exhibitors, and the multitude of onsite presentations and virtual announcements.

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Accounting

In Firm: 2022 IT Predictions and 2021 Results

We hope our 2022 predictions will provide some insights and hopefully a little inspiration for improving your technology outlook in the New Year. However, before we unplug the proverbial crystal ball, we also want to share our 2021 predictions and ...

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Accounting

The Profession Gets Closer to Normal: Insights from the 2021 AICPA ENGAGE Conference

At the end of July 2021, the accounting profession took a big step towards post-COVID normalcy with the return of the AICPA ENGAGE conference to Las Vegas. The program allowed for face-to-face mingling of 1,700 on-premise attendees along with ...

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Accounting

Picassos or Teeny Beanie Babies: NFTs Providing “Ownership” of Digital Assets

With NFT sales skyrocketing, it won’t be long before tax ramifications come into play which accountants need to be prepared for. Considerations such as whether a sale is subject to short or long-term capital gains become increasingly complex as ...

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Accounting

CES 2021 Gadget Highlights - The Biggest Technology Show of the Year

The International CES (Consumer Electronic Show) kicks off each New Year by showcasing the latest gadgets and technology trends projected for the coming year. While COVID forced the program to be 100% digital, it still provided a flood of product...

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Advisory

2021 IT Predictions and 2020 Results

Not one of us could have predicted the year 2020 would turn out to be, but almost everyone would agree that we are hoping 2021 will bring a return to some degree of normalcy in our day to day lives. The good news is that throughout the ongoing ...

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Firm Management

How to Work Securely at Home During the COVID-19 Crisis

While no one can predict the long- term impact of the pandemic, accounting firms are finding that remote work capabilities are not only a required, but highly viable solution and may well become the new norm as long as it can be done effectively and ...

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Advisory

Transforming Accounting Services Personnel to a Client Advisory Mindset

From all indications, the transformation of the accounting profession to a more advisory focus is already well under way. Taking a learning organization approach will help ensure that your firm develops a comprehensive client advisory mindset.