Information technology impacts every aspect of accounting firm production yet is often an afterthought when considering a merger or acquisition. Roman will share real world examples of successful and unsuccessful merger integration including “gotcha” spoilers that could have easily been avoided. This session will help attendees build their M&A checklist of IT considerations and what to confirm before they sign on the bottom line.
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.