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Free cpe webinars
Transitioning from Compliance to Advisory

TRANSITIONING FROM COMPLIANCE TO ADVISORY

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 4, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

The writing is on the wall: traditional compliance services are being disintermediated by advancements in information technology. Firms need to transition to a more consultative focus if they want to grow and thrive in the future.

Roman will present a number of approaches and resources to support this conclusion as well as how to effectively transition your firm and personnel to being their client’s “trusted business advisor.”

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Roman H. Kepczyk, CPA, CITP, CGMA

Rightworks
Director of Firm Technology Strategy
[email protected]
(678) 495-0508

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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

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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.