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2019 CPAFMA Digitally Driven Survey Results

2019 CPAFMA DIGITALLY DRIVEN FIRM SURVEY RESULTS

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 10, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

One of the top 100 most influential people in accounting, Roman Kepczyk, discusses the results of the CPAFMA Digitally Driven Firm survey (formerly Paperless). The survey was conducted to benchmark digital office practices within the membership. The survey identifies applications and production processes that have been adopted by member firms for this year's busy season to optimize internal success.

Learning objectives:


  • Identify new processes and tools that can benefit your firm.

  • Recognize the importance of educating your clients on your digital resources.

  • Identify if a certain process is necessary and if so, could it be automated?

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Roman H. Kepczyk, CPA, CITP, CGMA

Rightworks
Director of Firm Technology Strategy
[email protected]
(678) 495-0508

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Roman Kepczyk is Director of Firm Technology Strategy for Rightworks and a long-time trusted technology consultant to the accounting profession. He has partnered with more than 400 CPA firms to effectively utilize their information technology and accounting applications by optimizing their tax, assurance, and administrative production workflows. In addition to being a CPA, CITP, and CGMA, Roman is certified as a Lean Six Sigma Black Belt which he utilizes to transform accounting firms in his consulting practice. Roman has been recognized as one of Accounting Today’s Most Influential People in Accounting fifteen times, a CPA Practice Advisor Top Thought Leader each of the past ten years, and one of INSIDE Public Accounting’s Most Recommended Consultants to the Accounting Profession fifteen years. Roman is a prolific author and speaker to the accounting profession helping firms transform their practices.

About Our Presenter

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Rightworks is the preeminent accounting platform bringing together best-in-class accounting technology, data sharing and collaboration, productivity tools, and world-class guidance and support to make you more productive and more profitable.