Another busy season under your belt and It’s time to coast for a bit…WRONG! Now is the optimum time to meet with the tax team to discuss what went well, what didn’t, and what you are going to do about it before the next extension deadlines hit.
Roman will walk through the process to optimize your Post-Busy Season Debrief meeting including providing attendees with the questions to ask and sharing “LEAN” consulting tools to help firms identify the biggest opportunities for improvement to implement over the summer, backed by the latest CPA survey findings.
Roman H. Kepczyk, CPA is the Director of Firm Technology Strategy for Right Networks. 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.
He has spent the past twenty-two years consulting exclusively with CPA firms and prior to that, ten 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 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.
Roman was named by INSIDE Public Accounting as one of the profession’s Most Recommended Consultants for each of the years from 2005 through 2017, CPA Practice Advisors Top 25 Thought Leaders from 2011 through 2018, and Accounting Today’s Most Influential People in Accounting thirteen times.