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.
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.