roman h. kepczyk, author at 卡塔尔世界杯常规比赛时间 - page 42 of 54

monitors: the more, the merrier

no, multiple windows on one huge screen isn’t just as good.

by roman h. kepczyk
quantum of paperless

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 on tech spending for pro members: it is costly, so budget for it | develop monthly it ‘flash’ reports | why more firms are using their t&b apps for crm | portals, encryption boost client security | why accounts payable should go digital | 3 steps for firm procedures manuals | stop paper at the source: the client

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 screens per workstation.
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it is costly, so budget for it

with details, you can calculate cost per workstation.

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).

more on tech spending: develop monthly it ‘flash’ reports | have an independent security review | why more firms are using their t&b apps for crm | standardize quickbooks support | digital report delivery includes owners | portals, encryption boost client security | streamlining audits by breaking old habits | why accounts payable should go digital

unfortunately many accounting firms do not do a good job of integrating their information technology requirements into the firm’s overall strategic vision. 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. this is one case where firms need to do exactly what they advise their clients to do and that is to manage information technology with a detailed budget that ties into the firm’s strategic plan.
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develop monthly it ‘flash’ reports

disk usage, support calls and more must be tracked.

by roman h. kepczyk
quantum of paperless

most firms have a line partner or firm administrator overseeing the firm’s information technology department. these people may have an interest in information technology, but their primary responsibility lies in other production areas. they need a way to efficiently oversee the firm’s it initiatives.

more on tech spending: digital report delivery includes owners | streamlining audits by breaking old habits | why accounts payable should go digital | field auditors need right equipment, connections | get ahead of your software updates

that tool is a monthly it flash report, which is a one-page summary that monitors progress on the firm’s core it performance indicators. this form, usually done on a spreadsheet, should
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have an independent security review

not just once, either.

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. the firm has a fiduciary responsibility to protect this data from anyone not specifically authorized to view it.

more on tech spending: portals, encryption boost client security | remote deposit is a no-brainer | who decides what to keep? | unified messaging boosts security | ready for a revolution? your phone is | remote access boosts productivity, requires planning | get ahead of your software updates

proper security is very difficult for any internal network administrator to guarantee as few have the experience and ongoing training to implement security settings optimally the first time. therefore, all “one-shot” implementations of firewalls, wifi routers, virtual private networks and other security settings should be outsourced to an organization that has experienced personnel dedicated to security. in many cases, these providers can also
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top tech advice: mandate training and accountability

don’t know what training is needed? ask your personnel.

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 on tech spending: standardize quickbooks support | digital report delivery includes owners | 3 steps for firm procedures manuals | how smart accounting firms use intranets to get smarter | remote access boosts productivity, requires planning | get ahead of your software updates | cloud computing can cost less | laptop-only workers more common

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.

roman h. kepczyk

more at store.m.g005e.com

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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