CPA - small firm
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Accounting firm technology has gone through several evolutions from introducing PCs and building networks to the return to the cloud and optimization of remote work during the pandemic. And now, firms are adopting the next generation of digital automation, including generative AI tools such as ChatGPT. Underlying this is the firm’s information technology infrastructure and production applications referred to as the Tech Stack.
This session will discuss key requirements for your firm’s future technology strategy and specific recommendations on hardware, infrastructure, and the evolving mix of tax, audit, and accounting applications utilized to optimize client service.
Learning Objectives:
- Identify the key impacts of Industrial Revolutions and the importance of understanding the 5th wave of artificial intelligence
- Evaluate the importance of 100% digital collaboration in the future and the necessary tools and technology
- Recognize the key hardware technology components comprising today’s modern firm technology stack including key specification recommendations
- Evaluate the applications firms are selecting to optimize both their internal workings and that of their clients
Roman H. Kepczyk, CPA, CITP, CGMA
Rightworks
Director of Firm Technology Strategy
[email protected]
(678) 495-0508
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
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.
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