CPA - small firm
CPA - medium firm
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The future of the accounting profession depends on firms transitioning to providing more advisory services. So where does your firm stand on this journey?
Join Roman Kepczyk, Director of Firm Technology Strategy, in this webinar as he walks through his updated CAAS playbook. He’ll provide your firm with direction on building the right accounting firm tech stack, implementing essential small business learning initiatives, and adopting critical business changes to set your firm up for long-term success.
You'll also learn the importance of targeting specialization within your accounting practice and the steps to take to make your firm an advisory rock star!
Learning Objectives:
- Recognize the importance of targeting advisory service specialization within your firm
- Determine how to implement essential learning initiatives for your firm
- Give examples of how to build the best tech stack geared toward advisory services
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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