Roman Kepczyk, CPA, CITP, PAFM

Roman Kepczyk, CPA, CITP, PAFM

Roman H. Kepczyk, CPA, CITP, PAFM is Director of Firm Technology Strategy for Right Networks and partners exclusively with accounting firms on production automation, application optimization, and practice transformation. He has been named consistently listed as one of INSIDE Public Accounting’s Most Recommenced Consultants, Accounting Today’s Top 100 Most Influential People, and CPA Practice Advisor’s Top Thought Leader.

Recent posts by Roman Kepczyk, CPA, CITP, PAFM

2 min read

Skills Needed for Building an Effective CAAS Team

By Roman Kepczyk, CPA, CITP, PAFM on 10/13/20 9:00 AM

With information technology eliminating most geographic boundaries, generalist firms will find it increasingly harder to compete with niche specialists who have differentiated themselves with more expertise and process efficiency, particularly those targeting CAAS (Client Accounting and Advisory Services). Firms will find that there are different skills required to optimize the delivery of advisory services including not only technical and consulting skills but also project management and marketing skills, which requires a team approach.  Does your firm have all the necessary skills covered?

Topics: Growth Industry Client Accounting Advisory Services Cloud Technology Public Accounting