roman h. kepczyk, author at 卡塔尔世界杯常规比赛时间 - page 11 of 21

some firms dumping desktop computers

the surface is still too expensive for many.

by roman h. kepczyk
quantum of paperless

getting the right mix of mobility is critical for firms today. the accounting professional’s rule of thumb is that everyone who works out of the office one day per week or more and needs to be self-contained should have a laptop as their only machine.

more: scanners capture documents at the source | monitor real estate: more is better | roman kepczyk: inside the quantum of paperless | two tech trends to watch
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the obvious exception to this is for tax or administrative personnel who would never work from remote client sites, but have a computer at home that they can use to connect to the firm via a secure remote access solution.

however, this is changing.
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scanners capture documents at the source

don’t skimp on production scanners. you’ll save in rework time.

by roman h. kepczyk
quantum of paperless

one of the keys to optimizing production processes is capturing information at its “root” source. this means when data enters your firm, regardless of the format (mail, fax, email, portal or on a flash drive).

more tech: monitor real estate: more is better | roman kepczyk: inside the quantum of paperless | two tech trends to watch
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ideally, source documents would be provided to the firm in a digital format such as secured email or preferably through a web portal, but the reality today is that a significant portion of accounting firm source documents continue to arrive from clients in a traditional paper format.
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monitor real estate: more is better

how many do you have? horizontal or vertical?

by roman h. kepczyk
quantum of paperless

talking about hardware may seem like an odd place to start a discussion on optimizing your firm production. however, without a solid framework in place to promote a stable working environment and take advantage of today’s technologies, your firm’s ability to effectively implement solutions will be severely restricted.

more: roman kepczyk: inside the quantum of paperless | two tech trends to watch
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pushing your it infrastructure, which includes all of your file servers, cabling, applications, workstations and internet connectivity beyond basic limits will lead to more “dinking” time by your professional staff. (“dinking” is the technical term for the massive amounts of time wasted by your personnel when computers lock up or don’t do what is expected and when they have to “dink around” trying to figure out a solution.)
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roman kepczyk: inside the quantum of paperless

how to make smarter technology buying decisions.

learn more here: //www.g005e.com/shop/qop/

quantum of paperless: the partner’s guide to accounting firm optimization

32 quantum leaps to improve your accounting firm’s productivity.

by roman h. kepczyk

follow roman kepczyk on 卡塔尔世界杯常规比赛时间 here

two tech trends to watch

roman kepczyk provides a sneak peek into this year’s edition of the quantum of paperless,

available here.

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your tech needs a strategic plan and a budget

that advice you give clients? it’s time to follow it yourself.

by roman h. kepczyk
quantum of paperless

we have all heard the saying that if you don’t know where you are going, you’ll end up going nowhere (or … you won’t ever get there).

more on tech spending: firms need monthly it ‘flash’ reports | outsource some security functions | centralize contact administration | why you should process ap digitally | revamp daily t&e entry | how and why to establish firm procedures manuals | is your tax workflow digital yet? | the 4 types of firm knowledge | back up your bandwidth | how to choose which microsoft office version to use | time to replace a server? consider the cloud | monitor real estate: more is better
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unfortunately, many accounting firms do not do a good job of integrating their information technology requirements into the firm’s overall strategic vision.
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checklist

five crucial performance indicators for a monthly tech check

“flash” reports to monitor infrastructure and projects.

by roman h. kepczyk
quantum of paperless

most firms have a line partner or firm administrator overseeing the firm’s information technology department.

more on tech spending: outsource some security functions | use collaboration technology to improve your firm | standardize your quickbooks support | remote banking offers instant roi | how to stop ‘overauditing’
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they may have an interest in information technology, but their primary responsibility often lies in other production areas. they need a way to efficiently oversee the firm’s tech initiatives and report to management.
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when to outsource some security functions

annual staff training is a must-have.

by roman h. kepczyk
quantum of paperless

going paperless means that all firm files and client data will be digitally stored on the firm’s network, which is almost always accessible to firm personnel via internal workstations and remotely via the internet.

more on tech spending: use collaboration technology to improve your firm | mandate training programs, accountability | portals are vital for secure file transfer | deliver all reports digitally | how audit field equipment has changed | how and why to establish firm procedures manuals | devil’s in the details of digital file delivery |
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the firm has a fiduciary responsibility to protect this data from anyone not specifically authorized to view it.
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use collaboration technology to improve your firm

5 sets of tools that will help.

by roman h. kepczyk
bridging the gap

amid all the discussion of improving understanding and bridging the gap in a somewhat humanistic sense, it’s important to also address the purely mechanical aspects of communication.

more: what’s your why? and why should anyone care? | 6 tips for fostering leadership in your organization | a simple way to dissolve the generational gap | the culture of continuous improvement | a call for change: an open letter to each generation
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for firms to optimize efficiency and client service as well as to overcome generational differences, they must select and standardize the tools they use for communication. this is another area where shared knowledge contributes to performance in addition to a harmonious culture.
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mandate training programs, accountability

processes make it easier to achieve results.

by roman h. kepczyk
quantum of paperless

for many firms, the ability to identify, standardize and implement best practices is the last remaining competitive advantage in business today as communications tools and access to technology have become available to everyone.

more on tech spending: centralize contact administration | standardize your quickbooks support | remote banking offers instant roi | how to stop ‘overauditing’ | devil’s in the details of digital file delivery
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to take advantage of the continuous stream of innovation and opportunities, firms must adopt a “learning culture.” this requires a formal process to capture and standardize best practices in every department within the firm so that every person can take advantage of them.
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centralize contact administration

new information needs to be shared.

by roman h. kepczyk
quantum of paperless

many firms today maintain contact information within multiple applications such as practice management, outlook, tax systems, and other marketing and crm (customer relationship management) programs.

more on tech spending: standardize your quickbooks support | portals are vital for secure file transfer | deliver all reports digitally
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too often, a significant amount of time is wasted in firms pulling contact information together, reconciling and verifying lists for mailings, invitations and even organizers. it is critical that firms centralize the updating of contact information for consistency.
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roman h. kepczyk

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roman h. kepczyk, cpa, serves as director of firm technology strategy for right networks, helping firms throughout north america effectively use information technology and accounting applications by optimizing their tax, audit, and administrative production workflows.

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he is a contributing author to
bridging the gap: strengthening the connection between current and emerging leaders in the cpa profession

he has spent the past 20 years consulting exclusively with cpa firms and prior to that, 10 years with the cpa firm of henry & horne, arizona’s largest regional firm, where he was the partner in charge of the firm’s management advisory services and pc consulting practices. roman also served as the firm’s administrative partner where he oversaw internal accounting, marketing, human resources, and was responsible for the creation and implementation of the firm’s technology plan and budget. he is a former member of the aicpa pcps executive committee and a former chairman of the aicpa’s information technology executive committee. he has served as a member of other aicpa initiatives, including the special committee on enhanced business reporting, ebusiness task force, it best practices, it research, it practices committees, and group of 100 projects. in addition, he is a former chairman of the aicpa top technologies task force. roman was named by inside public accounting as one of the profession’s most recommended consultants for each of the years from 2004 through 2014, cpa practice advisors top 25 thought leaders for 2011 through 2015, and accounting today’s most influential people for the years 2000 through 2005, 2011, 2013 and 2014. roman is also an advisory board member to the association for accounting administration and has served on the board of directors of the arizona society of cpas. on a technical level, roman is an aicpa certified information technology professional (citp) and a certified lean six sigma black belt (lss bb). he authored technology chapters for the ppc map handbook, ppc guide to paperless engagements, and sections of the aicpa map handbook.

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