roman h. kepczyk, author at 卡塔尔世界杯常规比赛时间 - page 51 of 54

how to choose the right client portal solution

most firms already have. what’s holding the rest back?

by roman h. kepczyk
quantum of paperless

many firms have emailed clients copies of tax returns and financial statements over the years. unfortunately, this is not the most secure method as the firm does not have control of the various internet service providers and the relay servers between the firm’s email server and the client’s email account.

more on tech spending: automating bank deposits offers instant roi | how to ‘go digital’ when partners demand monthly p&ls on paper | digital tools streamline audit production | tech tools for today’s properly equipped field audit teams | going paperless means convincing clients first | intranet is the best place for firm knowledge | new tech tools for the 24/7 accounting firm | how to choose the right backup system | how to know it’s time to scrap your old server | where laptops rule at cpa firms today | step 1 in building the paperless firm: scanners

when dealing with digital files, the most effective way to transfer them is electronically over the internet either with email or through a portal.

outlook & analysis

streamlining bill-paying at cpa firms

a dedicated credit card is the solution.

by roman h. kepczyk
quantum of paperless

processing accounts payable is another of the manually intensive processes within the firm’s administrative department that can be significantly streamlined through digital processes.

more on tech spending: automating bank deposits offers instant roi | digital tools streamline audit production | tech tools for today’s properly equipped field audit teams | why firms need document retention standards | digital fax has benefits you may be ignoring | new tech tools for the 24/7 accounting firm | the single best defense against computer viruses | how to choose the right backup system | how to know it’s time to scrap your old server | where laptops rule at cpa firms today | step 1 in building the paperless firm: scanners

consider how many “touches” a single payable creates:

receipt of the invoice,
timing of payment in a folder,
writing the check and attaching the stub,
sending it to an owner for signature,
filing a copy of check with backup in its own folder, and
stuffing, sealing and sending the check to the vendor.

now imagine doing this a hundred times per month, every month. imagine the volume of physical accounts payable vendor files both onsite and in storage, that can be eliminated by storing these images digitally. read more →

outlook & analysis

automating bank deposits offers instant roi

manual processing takes 130 hours a year but 63% of firms have found a better way.

by roman h. kepczyk
quantum of paperless

one of the easiest processes to convert to paperless with an immediate roi is the firm’s system for depositing client checks. manually receiving and physically going to the bank to deposit checks can be time-consuming and subject to too many errors.

the manual procedure requires firms

open mail on a daily basis,
make copies to file in a binder,
complete deposit slips and then
send a person physically to the bank,

which can easily take a half hour every day, five days per week, 52 weeks per year.

management

how to ‘go digital’ when partners demand monthly p&ls on paper?

why 75% of multi-owner firms have already gone to online monthly financial reports.

by roman h. kepczyk
quantum of paperless

improving firm efficiency means that the owners have to get on board. one of the more obvious opportunities is the delivery of the firm’s own financial reports.

too many firms still print a hard copy of the monthly financials and distribute them to each owner, many of whom physically store these documents in their office. read more →

client service opportunities

the 3 reasons firms are migrating to digital timesheets

but staffers need convincing and partners are still the biggest slackers.

by roman h. kepczyk
quantum of paperless

studies done over the past two decades have clearly shown that there is a significant improvement in realization for firms that enter, release and post time and expenses on a daily basis. this process allows for daily or “hotel” type billing, which is sent out with the completion of each billable project.

as many as 32 percent of firms today are still using manual billing sheets, while the rest of the industry is preparing the majority of invoices on screen, according to a survey of 300 multi-owner firms.

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.

click here for more by roman kepczyk

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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