Quantum of Paperless: The Partner’s Guide to Accounting Firm Optimization
32 quantum leaps to improve your accounting firm's productivity.Addressing the 32 most mission-critical components for efficient and cost-effective technology operations, by Roman H. Kepczyk Loaded with actionable benchmarks and recommendations ready for immediate implementation. Based on annual studies of more than a hundred CPA firms. Only "Quantum of Paperless" delivers:
1. Today’s 32 mission critical digital best practices that will push your firm forward with quantum leaps in productivity
2. A structured process to prioritize those opportunities
3. Solutions targeted to your firm and your clients.
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Includes the 2017 survey findings from the CPA Firm Management Association’s first Information Technology Survey of 197 firms. This survey is unique in the accounting profession as 90% of firms are between 10 and 149 members and 49% are multi-office. So it represents medium and larger firms, perhaps the nation’s top 4,500 firms.
√ Multiple monitors – beyond 3?
√ The Cloud
√ Hardware selection and replacement
√ Document management; managing and retaining data
√ Digital tax workflow systems
√ Audit field equipment
√ Delivering client reports digitally, including portals
√ Security issues
√ Remote access technology
BONUS: Ground-breaking research on how managing partners ensure that their firms leverage technology to increase efficiency and profitability.
Working under the premise of the Pareto Principal, the goal of “Quantum of Paperless: The Partner’s Guide to Accounting Firm Optimization” is to expose you to the 80% of important firm optimization opportunities in a clear, condensed, and comprehensive format that will require 20% of your time to thoroughly identify and understand.
TO MAKE QUANTUM LEAPS IN YOUR FIRM’S PRODUCTIVITY:
1. Optimize your time by reading this Guide in one sitting, which should take between one and two hours.
2. Complete the Firm Optimization Checklist while you are reading and thoughts are fresh in your mind.
3. Put it away for a day and then re-evaluate your prioritization focusing on the top one to three initiatives in each area.
4. If other personnel can provide valuable input, have each individual read the Guide and complete their own Checklist.
5. Meet as a team to set priorities at a firm wide level.
As with all strategic initiatives, the key is to identify the most important firm opportunities and assign accountability to one person for that task, providing them the requisite personnel and resources to accomplish the task. It is always better to focus on one to three items through completion, rather than “wishful” thinking on a laundry list.
Every accounting firm is unique in the production processes they have developed over time to service clients, produce tax returns, complete audits, enter time, and produce billing. While each firm is unique, the transition from traditional manual processes to today’s digital solutions is remarkably similar, and it is primarily a matter of identifying where the firm is today and implementing the next proven process that firm personnel are sufficiently capable and willing to adopt.
This Guide is broken into 32 mission critical quantum leaps where your firm production can be optimized. In each section, proven solutions that accounting firms are successfully implementing and using today are listed. Where appropriate, the results of the Association for Accounting Administration’s Benchmarking Paperless Best Practices survey to support solutions utilized during the 2013 busy season are included.
“Roman Kepczyk is at Mount Everest regarding his extensive knowledge in helping CPA firms improve their technology and efficiency. Quantum of Paperless is a must read for partners and administrators who “Captain” the vision and direction of their technology investments. Roman is not only a premier advisor but also an outstanding committed professional.” – Robert J. Gallagher
“As a leader in CPA firm technology, Roman Kepczyk is one of the most admired and trusted technology consultants serving the CPA profession. To the nearly 1,000 members of the Association for Accounting Administration, the common question when it comes to technology planning and implementation is, ‘What does Roman recommend?’ Addressing the sometimes overwhelming issues in moving a firm into the paperless world, Kepczyk demonstrates his skills, not only as an author and consultant, but also as an experienced teacher and guide. This is the handbook for partners and administrators to use to take control of their firm’s technology direction.” – Rita Keller
“In this slim, easy-to-read volume, Kepczyk has captured all the essential information about Technology for the modern CPA firm. Not only does he provide good information, he includes the tools you need to analyze your firm’s situation and make the right moves ahead. The advice is current, succinct and direct — this is a “must read” for any CPA in practice today. Highly recommended.” – Chris Frederiksen
“Search for the ideal IT consultant for the CPA profession no longer. Roman Kepczyk’s new book, Quantum of Paperless, solidifies his reputation as the preeminent CPA firm IT expert in the country, further building on what the CPA profession has known for 20 years. He’s a CPA so he knows our business. His book shares the hands-on experience obtained from working exclusively with CPA firms from coast to coast. His writing is easy to understand (i.e., no techno-garble), yet hard-hitting when it needs to be. Roman has always been an excellent teacher and this makes his book a joy to read. Quite simply, Quantum of Paperless is a must-read for CPA firms from sole practitioners to huge firms. It packs quite a wallop – 32 mission critical suggestions for running an efficient, state-of-the-art IT function.” – Marc Rosenberg
ABOUT THE AUTHOR
Roman H. Kepczyk, CPA, is Director of Consulting for Xcentric. His primary focus is helping firms throughout North America effectively use information technology and accounting applications by optimizing their tax, audit and administrative production workflows.
“The #1 CPA firm IT expert nationwide”
– Marc Rosenberg, CPA
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. HAlso, 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.
You save $20.00 (15%)!