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Firm leaders and members rarely get the chance to sit alongside each other to discuss process improvements—but tax season debriefs are meant for precisely that. Learn how to make the most of your next debrief session during this webinar led by Roman Kepczyk, CPA.CITP, CGMA, PAFM.
Roman will give practical advice on how to turn a debrief from a simple meeting into a productive, inclusive workshop. He’ll provide a checklist of topics to discuss during tax process improvement sessions as well as strategies for identifying which tax production areas need improvement. You’ll learn how to improve tax processes using Lean Six Sigma principles and receive insights to make the 2023 tax season easier, backed by the 2022 CPAFMA IT survey.
Learning Objectives:
- Determine a checklist of topics to discuss during tax process improvement sessions
- Recall how to improve tax processes using Lean Six Sigma principles
- Recognize how to identify what tax productions areas need improvement
Roman H. Kepczyk, CPA, CITP, CGMA
Rightworks
Director of Firm Technology Strategy
roman@rightworks.com
(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.
About Our Presenter
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.
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