roman h. kepczyk, author at 卡塔尔世界杯常规比赛时间 - page 20 of 21

who’s minding your client contact information?

leading firms are centralizing client contact updates for consistency, efficiency, security.

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 quickbooks support for clients | how to choose the right client portal solution | streamlining bill-paying at cpa firms | digital tools streamline audit production | 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 | new tech tools for the 24/7 accounting firm | the single best defense against computer viruses | how to choose the right backup system | how to know it’s time to scrap your old server

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. read more →

outlook & analysis

standardize quickbooks support for clients

licensing can get expensive.

by roman h. kepczyk
quantum of paperless

in the united states, quickbooks is the most dominant small business accounting product on the market and will be the application that the majority of the firm’s clients use.

therefore, it is obvious that the firm must become proficient with supporting quickbooks.

more on tech spending: how to choose the right client portal solution | streamlining bill-paying at cpa firms | digital tools streamline audit production | making digital tax process easier is all about the workflow | when to adopt microsoft’s new office apps | what windows 8 means for how accountants will work in the future | how to choose the right backup system | how to know it’s time to scrap your old server

unfortunately, one of the biggest wastes of time is when firms support too many older versions of the software, which often leads to incompatibilities that can corrupt the database and make it unusable for clients.
read more →

outlook & analysis

how to choose the right client portal solution

most firms already have. what’s holding the rest back?

by roman h. kepczyk
quantum of paperless

many firms have emailed clients copies of tax returns and financial statements over the years. unfortunately, this is not the most secure method as the firm does not have control of the various internet service providers and the relay servers between the firm’s email server and the client’s email account.

more on tech spending: 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 | going paperless means convincing clients first | intranet is the best place for firm knowledge | new tech tools for the 24/7 accounting firm | how to choose the right backup system | how to know it’s time to scrap your old server | where laptops rule at cpa firms today | step 1 in building the paperless firm: scanners

when dealing with digital files, the most effective way to transfer them is electronically over the internet either with email or through a portal.

outlook & analysis

streamlining bill-paying at cpa firms

a dedicated credit card is the solution.

by roman h. kepczyk
quantum of paperless

processing accounts payable is another of the manually intensive processes within the firm’s administrative department that can be significantly streamlined through digital processes.

more on tech spending: automating bank deposits offers instant roi | digital tools streamline audit production | tech tools for today’s properly equipped field audit teams | why firms need document retention standards | digital fax has benefits you may be ignoring | new tech tools for the 24/7 accounting firm | the single best defense against computer viruses | how to choose the right backup system | how to know it’s time to scrap your old server | where laptops rule at cpa firms today | step 1 in building the paperless firm: scanners

consider how many “touches” a single payable creates:

receipt of the invoice,
timing of payment in a folder,
writing the check and attaching the stub,
sending it to an owner for signature,
filing a copy of check with backup in its own folder, and
stuffing, sealing and sending the check to the vendor.

now imagine doing this a hundred times per month, every month. imagine the volume of physical accounts payable vendor files both onsite and in storage, that can be eliminated by storing these images digitally. read more →

outlook & analysis

automating bank deposits offers instant roi

manual processing takes 130 hours a year but 63% of firms have found a better way.

by roman h. kepczyk
quantum of paperless

one of the easiest processes to convert to paperless with an immediate roi is the firm’s system for depositing client checks. manually receiving and physically going to the bank to deposit checks can be time-consuming and subject to too many errors.

the manual procedure requires firms

open mail on a daily basis,
make copies to file in a binder,
complete deposit slips and then
send a person physically to the bank,

which can easily take a half hour every day, five days per week, 52 weeks per year.

management

how to ‘go digital’ when partners demand monthly p&ls on paper?

why 75% of multi-owner firms have already gone to online monthly financial reports.

by roman h. kepczyk
quantum of paperless

improving firm efficiency means that the owners have to get on board. one of the more obvious opportunities is the delivery of the firm’s own financial reports.

too many firms still print a hard copy of the monthly financials and distribute them to each owner, many of whom physically store these documents in their office. read more →

client service opportunities

the 3 reasons firms are migrating to digital timesheets

but staffers need convincing and partners are still the biggest slackers.

by roman h. kepczyk
quantum of paperless

studies done over the past two decades have clearly shown that there is a significant improvement in realization for firms that enter, release and post time and expenses on a daily basis. this process allows for daily or “hotel” type billing, which is sent out with the completion of each billable project.

as many as 32 percent of firms today are still using manual billing sheets, while the rest of the industry is preparing the majority of invoices on screen, according to a survey of 300 multi-owner firms.

outlook & analysis

digital tools streamline audit production

say good-bye to your old friend “saly”

by roman h. kepczyk
quantum of paperless

traditional audit practices use the previous year’s audit programs and processes updated for the current year as their standard operating plan.

more on tech spending: tech tools for today’s properly equipped field audit teams | 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 | is your network drive a disaster waiting to happen? | intranet is the best place for firm knowledge | digital fax has benefits you may be ignoring

eventually this can lead to a significant amount of “overauditing.” breaking this habit is difficult as every level of staff has been trained in the manual processes and falls back on them when deadlines approach. read more →

outlook & analysis

tech tools for today’s properly equipped field audit teams

the right monitors, scanners and web tools.

by roman h. kepczyk
quantum of paperless

the advent of today’s audit “document container” applications has transitioned every aspect of audit production into a digital format.

more on tech spending: 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 | is your network drive a disaster waiting to happen? | intranet is the best place for firm knowledge | digital fax has benefits you may be ignoring | wireless is hot, and here’s how to handle it | how safe is your internet lifeline? | new tech tools for the 24/7 accounting firm

the key to successfully using these engagement applications is to make sure your personnel have the optimal equipment with them to work digitally. this includes:

monitors,
scanners and
internet connections.

management

accounting firms run on more than checklists alone

how savvy firms capture their best practices and foster continuous improvement.

by roman h. kepczyk
quantum of paperless

every firm has accountants who are 10 percent, 20 percent or even 50 percent more productive in their departments than other personnel because they have simply “figured it out.”

more on tech spending: 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 | intranet is the best place for firm knowledge | digital fax has benefits you may be ignoring | wireless is hot, and here’s how to handle it | how safe is your internet lifeline? | new tech tools for the 24/7 accounting firm | when to adopt microsoft’s new office apps

unfortunately, when these people leave the firm, their unique knowledge of specific processes and shortcuts goes with them. read more →

outlook & analysis

going paperless means training clients, too

and putting a fail-safe system in place.

by roman h. kepczyk
quantum of paperless

one of the most critical steps in transitioning a firm to a “paperless” environment is capturing information in a digital format at its “root” source as that information enters the firm.

more on tech spending: how to cut tax prep costs with scanners | making digital tax process easier is all about the workflow | why firms need document retention standards | digital fax has benefits you may be ignoring | wireless is hot, and here’s how to handle it | how safe is your internet lifeline? | new tech tools for the 24/7 accounting firm | how to choose the right backup system | where laptops rule at cpa firms today | step 1 in building the paperless firm: scanners

at the base level, this means having clients provide you information in a digital format — which can be done via email, digital fax or through a portal — rather than with a physical document. while email is currently the most prevalent tool utilized by clients, it is anticipated the security concerns will help clients transition toward portals.

outlook & analysis

how to cut tax prep costs with scanners

beating the rush to front-end scanning.

by roman h. kepczyk
quantum of paperless

most tax clients will continue to deliver their organizers and supporting tax documents to firms on paper.

so firms are learning quickly how to effectively scan and manage those tax documents at the lowest possible cost.

pro member exclusive

review these 10 questions you can never stop asking

these lessons were learned the hard way in the media business.

but they can apply to accounting firms just as well. read more →

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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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