roman h. kepczyk, author at 卡塔尔世界杯常规比赛时间 - page 19 of 21

laptop-only workers more common

two businessmen working on outdoor bench

desktops still hold value; tablets less so.

by roman h. kepczyk
quantum of paperless

getting the right mix of mobility is critical for firms today. the 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 on tech spending: scanners allow data capture at the source | in pc monitors, more is better | standardize quickbooks support for clients | how to choose the right client portal solution | streamlining bill-paying at cpa firms | automating bank deposits offers instant roi | the 3 reasons firms are migrating to digital timesheets | accounting firms run on more than checklists alone | going paperless means convincing clients first | making digital tax process easier is all about the workflow | why firms need document retention standards

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.

the string of natural disasters over the past decade and the transition to more cloud-based applications has led to some firms making the decision that all professional staff will utilize a laptop as their only workstation.

outlook & analysis

scanners allow data capture at the source

minimize paper handling right at the gate.

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 or on a flash drive).

more on tech spending: in pc monitors, more is better | standardize quickbooks support for clients | how to choose the right client portal solution | streamlining bill-paying at cpa firms | automating bank deposits offers instant roi | how to ‘go digital’ when partners demand monthly p&ls on paper | the 3 reasons firms are migrating to digital timesheets | digital tools streamline audit production | tech tools for today’s properly equipped field audit teams

ideally, 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 arrive from clients in a traditional paper format. your firm will need to develop processes to efficiently scan, name and store these documents.

outlook & analysis

in pc monitors, more is better

no, just one 40-inch monitor won’t do… and three reasons why.

by roman h. kepczyk
quantum of paperless

the best place to start the discussion on hardware is with monitors as it is the easiest place to see an immediate return on your it investment. your monitors are your windows into all digitally stored information and are the foundation for improving every aspect of firm production.

more on tech spending: make virus protection a no-brainer | 3 steps to truly reliable backup | moving to the cloud? do these 6 things first | 4 steps to save on hardware spending | in a pinch, use your phone as a scanner | do you have 3 computer monitors? why not?

transitioning tax production processes from physical to digital requires that all input screens and source documents be simultaneously viewable in a convenient format, which today means more screens per workstation.

outlook & analysis

workflow automation takes root in mainstream cpa firms

roman kepczyk , author of quantum of paperless at //www.g005e.com/shop/qop/ — roman kepczyk, quantum of paperless

tax season 2015 sees 59% of firms using digital production systems.

by 卡塔尔世界杯常规比赛时间 research

the tax and accounting profession appears to have made a quantum leap with busy season 2015, by broadly embracing workflow automation to optimize production, control costs and speed delivery, according to data made available to 卡塔尔世界杯常规比赛时间.

the association for accounting administration, in a study led by 卡塔尔世界杯常规比赛时间 contributor roman kepczyk, author of quantum of paperless: the partners guide to accounting firm optimization, finds that in the general movement toward paperless, or at least less paper, firms are increasing their use of technology to save more trees than ever. the survey compared findings in 2013 with what firms expected to do in the 2015 busy season.

a big innovation for many firms has been the use of digital workflow tools to manage tax return progress. fifty-nine percent of firms reporting using a variety of products. specifically, by brand: read more →

outlook & analysis

make virus protection a no-brainer

automation is your friend.

by roman h. kepczyk
quantum of paperless

every firm has concerns about their systems being hacked or getting attacked by a virus or malware. but the vast majority of issues can be effectively negated with one simple process: keep your software updated. i’ll explain how the best firms do it.

more on tech spending: 3 steps to truly reliable backup | moving to the cloud? do these 6 things first | 4 steps to save on hardware spending | in a pinch, use your phone as a scanner | do you have 3 computer monitors? why not? | standardize quickbooks support for clients | how to choose the right client portal solution | streamlining bill-paying at cpa firms | automating bank deposits offers instant roi

pro member exclusive

3 steps to truly reliable backup

if you still have a tape drive, you won’t for long.

by roman h. kepczyk
quantum of paperless

your firm’s safety net in the event of any disaster is your data backup. it better be consistently performed and securely stored offsite.

typically, firms have a problem when their old backup systems fail or the tapes don’t complete because there’s too much data to fit. this is becoming a common problem as more data and more applications add significantly more volume, making the backup application require more storage and a longer running time to complete.

more on tech spending: moving to the cloud? do these 6 things first | 4 steps to save on hardware spending | in a pinch, use your phone as a scanner | do you have 3 computer monitors? why not? | standardize quickbooks support for clients | how to choose the right client portal solution | streamlining bill-paying at cpa firms

outlook & analysis

tax season 2015 marks watershed in cpa firm digitalization

tax season 2015 may signal a landmark change in workflow automation.

by 卡塔尔世界杯常规比赛时间 research

this year’s busy season could mark a turning point in the tax and accounting industry’s techno-history, with mainstream firms flooding into digital processes like optical character recognition, pdf bookmarking, and collaboration tools.

results from this year’s paperless benchmarking survey, conducted for the association for accounting administration by 卡塔尔世界杯常规比赛时间 contributor roman kepczyk, author of quantum of paperless: the partners guide to accounting firm optimization, found a generally upward trend in the use of technology to avoid the carving of audit and tax prep data into stone or printing it out on paper. the survey compared responses in 2013 to foreseen usage in the busy season of 2015.

but which trends are trending the fastest? where are the rockets of digitalization?

pro member exclusive

4 steps to save on hardware spending

where laptops rule at cpa firms today.

by roman h. kepczyk
quantum of paperless

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

more on tech spending: standardize quickbooks support for clients | how to choose the right client portal solution | streamlining bill-paying at cpa firms | automating bank deposits offers instant roi | the 3 reasons firms are migrating to digital timesheets | digital tools streamline audit production | going paperless means convincing clients first | how to cut tax prep costs with scanners | making digital tax process easier is all about the workflow | in a pinch, use your phone as a scanner | do you have 3 computer monitors? why not?

laptops should be scheduled for replacement every three years, whereas desktops are often functional for a fourth year. in firms that utilize workstations only as “dumb terminals” via tools such as citrix, windows terminal server and workstation virtualization (vdi) in the future, the functioning life of a desktop computer can be five or more years.

pro member exclusive

in a pinch, use your phone as a scanner

with upfront scanning, 78 percent leverage on-screen review.

by roman h. kepczyk
quantum of paperless

one of the keys to optimizing accounting firm production processes is capturing information at its “root” source – the moment data enters your firm, regardless of the format – mail, fax, email or on a flash drive.

more on tech spending: standardize quickbooks support for clients | how to choose the right client portal solution | automating bank deposits offers instant roi | how to ‘go digital’ when partners demand monthly p&ls on paper | digital tools streamline audit production | tech tools for today’s properly equipped field audit teams | how to cut tax prep costs with scanners | why firms need document retention standards | intranet is the best place for firm knowledge

ideally, documents would be delivered already in a digital format such as email attachments or preferably through a portal, but the reality today is that a significant portion of accounting firm source documents arrive from clients in a physical paper format. your firm will need to develop processes to efficiently scan, name and store these documents. read more →

pro member exclusive

do you have 3 computer monitors? why not?

it’s the new norm.

by roman h. kepczyk
quantum of paperless

the best place to start a conversation on computer hardware is with monitors – the easiest place to see an immediate return on your it investment.

more on tech spending: standardize quickbooks support for clients | how to choose the right client portal solution | streamlining bill-paying at cpa firms | automating bank deposits offers instant roi | the 3 reasons firms are migrating to digital timesheets | digital tools streamline audit production | accounting firms run on more than checklists alone | going paperless means convincing clients first | how to cut tax prep costs with scanners | making digital tax process easier is all about the workflow | why firms need document retention standards

your computer monitors are your windows into all digitally stored information and are the foundation for improving every aspect of firm production. transitioning tax production processes from physical to digital requires that all input screens and source documents be simultaneously viewable in a convenient format, which today means more screens per workstation. read more →

outlook & analysis

firms need a ‘learning culture’ to stay current

training has to be given chargeable credit.

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: standardize quickbooks support for clients | automating bank deposits offers instant roi | how to ‘go digital’ when partners demand monthly p&ls on paper | digital tools streamline audit production | tech tools for today’s properly equipped field audit teams | how to cut tax prep costs with scanners | making digital tax process easier is all about the workflow | why firms need document retention standards | intranet is the best place for firm knowledge | new tech tools for the 24/7 accounting firm | the single best defense against computer viruses | how to choose the right backup system | where laptops rule at cpa firms today | step 1 in building the paperless firm: scanners

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.

roman h. kepczyk

more at store.www.g005e.com

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.

click here for more by roman kepczyk

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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