roman h. kepczyk, author at 卡塔尔世界杯常规比赛时间 - page 4 of 34

the best scanners to buy today

scanners are critical tools. two to know: fujitsu and canon.

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by roman h. kepczyk
quantum of paperless: technology guide & checklist

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, and even as a text message).

more tech guide: the more monitors, the better | the top portable monitors for working from home | it deserves a strategic plan and budget | develop monthly it ‘flash’ reports | why you need an independent security review | ‘learning culture’ requires standardized processes | centralize contact administration

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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 continues to arrive from clients in a traditional paper format.

your firm will need to develop processes to efficiently scan, name, and store these documents. having the right physical scanners in place is required to optimize the timely capturing of data at three levels: production, workgroup, and individual.

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the more monitors, the better

start thinking in terms of screen capacity.

by roman h. kepczyk
quantum of paperless: technology guide & checklist

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: it deserves a strategic plan and budget | why you need an independent security review | cutting your quickbooks costs | reclaim time with remote deposit | why daily t/e entry should be required | why your firm needs procedure manuals
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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 screen real estate per workstation.
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the top portable monitors for working from home

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what field auditors can teach us about working remotely under coronavirus conditions.

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. but the equipment auditors have been adopting in the field is now painfully relevant with new coronavirus work-at-home mandates. we can apply a few lessons today.

more coronavirus crisis coverage here

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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 multiple monitors, image capture equipment and remote communications capabilities.
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it deserves a strategic plan and budget

consider cloud hosting.

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). unfortunately, many accounting firms do not do a good job of integrating their information technology requirements into the firm’s overall strategic vision.

more: why you need an independent security review | ‘learning culture’ requires standardized processes | how to transfer files securely | going digital with a/p processing | avoid over-auditing with ‘document containers’ | beyond email: new digital tools | who deletes documents and when?
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information technology impacts virtually every aspect of accounting firm production and is usually the biggest expense after your personnel costs. accordingly, it should be managed as the critically important asset that it is.
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develop monthly it ‘flash’ reports

it should be a quick read, similar to a financial statement.

by roman h. kepczyk
quantum of paperless

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

more: why you need an independent security review | ‘learning culture’ requires standardized processes | how to transfer files securely | going digital with a/p processing | avoid over-auditing with ‘document containers’
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these personnel 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 it initiatives and report to management.
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why you need an independent security review

then follow up every few years.

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: ‘learning culture’ requires standardized processes | centralize contact administration | how digital a/p processing boosts productivity | how an ‘owner’s drawer’ boosts security | the top portable monitors for auditors | why scanning procedures matter
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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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2020 outlook: data import on the rise

microsoft power bi likely to become the visualization standard.

by roman h. kepczyk
quantum of paperless

security continues to be a significant and increasing threat, but many firm owners continue to assume it is being managed by their it team. we find traditional firm it does a good job on the internal components they control, but there are consistent shortfalls in the use of multifactor authentication, intrusion detection/prevention and staff training.

more: 2020 outlook: becoming the most valuable advisor | top three tips for 2020 success | 2020 outlook: where do you want to be? | 2020 outlook: dicey disruptions | 2020 outlook: upstream mergers | 2020 outlook: staffing gets creative
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with cloud providers having significantly better security and disaster recovery resources than on-premise networks, we expect this will be another reason that the majority of firms give up managing their own networks (with the uber-large firms having their own it/security consulting being the exception). however, all firms need to be training personnel on safe computing when remote, on being suspicious of unexpected emails (phishing), as well as social engineering attacks that could expose their login/password as well as put the firm at risk of ransomware.
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‘learning culture’ requires standardized processes

make training a priority.

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: centralize contact administration | cutting your quickbooks costs | reclaim time with remote deposit | why daily t/e entry should be required | why your firm needs procedure manuals | digital tax workflow requires a system, not projects | survey: 60% of firms employ remote access tools
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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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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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