• > SEE TODAY’S TOP TRENDING
  • > PRO MEMBER CONCIERGE VIP SUPPORT
  • > UPGRADE TO PRO
  • > SHOP
  • > ADVERTISE
  • > CONTACT

CPA Trendlines
Actionable Intelligence for the Tax, Accounting & Finance Community

PRO Member Login

CHARTS & GRAPHS

SURVEY: Still Sending Paper Invoices?

Or, does your firm deliver client invoices electronically?

 

Pie chart

Related Posts

Outlook 2026: Agentic AI Reaches the Tipping Point in Tax and Accounting Firms

Bot Wars: Wolters Kluwer, Intuit, Thomson Reuters Battle for AI Dominance in CPA Firms | Cornerstone Report

Regulators Put PE Under the Microscope

Elliott: Embrace the 'Dimension of Possible' | MOVE Like This

The Anatomy of Client Advisory Engagements

Posted on May 20, 2019

Roman H. Kepczyk



About the Author

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.

Click here for more by Roman H. Kepczyk

PRO Member Concierge Service and Support

Click for exclusive offers, gifts and concierge service and support

The Fine Print

– CPA Trendlines does not offer professional tax, accounting or finance services. Readers are advised to consult with an appropriate professional at all times.
– See our Terms of Service here.
– CPA Trendlines may earn a small commission on product links.
– Contact The Service Team here.
– Commenters are expected to adhere to professional standards of conduct.

Support and Service

– Contact The Service Team.
– Ask The CPA Trendlines A.I. Advisor.
– Search CPA Trendlines.
– More About Us.


Copyright 2007-2026 CPA Trendlines / Bay Street Group LLC