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Quantum of Paperless: Partner's Guide to Accounting Firm Optimization Paperback – November 22, 2009

ISBN-13: 978-1449535308 ISBN-10: 1449535305

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Product Details

  • Paperback: 88 pages
  • Publisher: CreateSpace Independent Publishing Platform (November 22, 2009)
  • Language: English
  • ISBN-10: 1449535305
  • ISBN-13: 978-1449535308
  • Product Dimensions: 8.8 x 6 x 0.4 inches
  • Shipping Weight: 9.6 ounces (View shipping rates and policies)
  • Average Customer Review: 4.7 out of 5 stars  See all reviews (16 customer reviews)
  • Amazon Best Sellers Rank: #1,111,724 in Books (See Top 100 in Books)

Editorial Reviews

About the Author

Roman H. Kepczyk, CPA.CITP, CGMA, LSS BB is Director of Consulting for Xcentric. His primary focus is helping firms throughout North America effectively use information technology by implementing digital best practices and directing them towards today’s “less paper” or Digital CPA firm. He has spent the past seventeen years consulting exclusively with CPA firms and prior to that, ten 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 Microcomputer 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 past member of the AICPA PCPS Executive Committee and past 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 past 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 2013, and Accounting Today’s Most Influential People for the years 2013, 2011 and 2000 through 2005. 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. He has been a featured National and Regional speaker to thousands of CPA firms on information technology. Recently he authored “Quantum of Paperless: Partners Guide to CPA Firm Optimization which outlines 32 key best practices (available on Amazon.com). On a technical level, Roman is an AICPA Certified Information Technology Professional and Lean Six Sigma Black Belt. He authored technology chapters for the PPC MAP Handbook, PPC Guide to Paperless Engagements, and sections of the AICPA MAP Handbook, as well as co-authored the 2003 AICPA Top Technologies Guide and 2004 AICPA Guide to Understanding and Controlling Spam. He also authored the AAA Guide to CPA Firm Intranets as well as coauthored their 2003 Guide to Paperless CPA Firm Administration.

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Customer Reviews

4.7 out of 5 stars
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Roman's book is a must read for CPA firm administrators.
John Nicholas
I'm certain that if I follow through with his ideas it will improve my firm and probably save me money.
David A. Charnock
His writing is easy to understand (i.e., no techno-garble), yet hard-hitting when it needs to be.
Marc Rosenberg

Most Helpful Customer Reviews

3 of 3 people found the following review helpful By Rita Keller on January 12, 2010
Format: Paperback
As a leader in CPA firm technology, Roman Kepczyk is one of the most admired and trusted technology consultants serving the CPA profession. To the nearly 1,000 members of The Association for Accounting Administration, the common question when it comes to technology planning and implementation is, "What does Roman Recommend?"

Addressing the sometimes overwhelming issues in moving a firm into the paperless world, Kepczyk demonstrates his skills, not only as an author and consultant, but also as an experienced teacher and guide. This book puts the transition to a digital (paperless) environment into an understandable, yet thorough process. It is EXACTLY what many CPA firm partners need to read to help them truly understand and become leaders of the paperless movement in their own firms, rather than anchors or roadblocks to the process. This is the handbook for partners and administrators to use to take control of their firm's technology direction.
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3 of 3 people found the following review helpful By Richard Oppenheim on November 30, 2009
Format: Paperback
Roman Kepczyk has a laser focus when it comes to methods, procedures and implementation of computer technology. This book is just one example of an easy to read blueprint for a complex subject. Learn the questions. Learn about decision points. Learn about implementation strategies. In 80 pages no one becomes an expert. What you will get in this guide is how to go about assessing what you have today and what the journey to paperless will look like. Thanks Roman, what a gift to the CPA. Hope they say thank you.
Richard Oppenheim, CPA
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2 of 2 people found the following review helpful By Single Dad in FL on January 3, 2010
Format: Paperback
This book is about accounting firm optimization. I know this because those words appear in its subtitle and it that objective is clearly stated from the first page. The result is a game-changing confluence of push/pull for CPA firms struggling to move in to the undeniably accelerating paper-less world of the 2010s. Here, at last, is a workable approach to paperless.

The one process at which accountants excel, without regard to where they practice or what their specialty may be, is using checklists; the one thing they often hate to do is create new ones. Add to that mix the paradigm-breaking ideas of paperless and workflow enhancement. As someone who does a fair amount of others' writing, my first reaction when I received Roman's book was "Kind of slim, isn't it?" I was pleasantly surprised that there were reading instructions on page 1 that provided a roadmap for beginning an immersion into an aspect of practice that will compete with the adoption of personal computers as a professional evolutionary landmark.

There have been countless articles written about paperless practice, from academic to practical perspectives, including some by the author himself. Nevertheless, this physically diminutive volume condenses and distills several years of writing, advertising, selling, experimenting, advocating and championing new and effective ways of working for CPAs. Roman has found a readable and understandable means of presenting otherwise daunting information in a format that his reading audience, accountants, can comprehend, discuss and execute.

The 32 sections, better described as lessons, begin with the most elementary of hardware changes, multiple displays, and moves through software to the most challenging topic, strategic planning.
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2 of 2 people found the following review helpful By C. P. Frederiksen on March 24, 2010
Format: Paperback
In this slim, easy-to-read volume, Kepczyk has captured all the essential information about Technology for the modern CPA firm. Not only does he provide good information, he includes the tools you need to analyze your firm's situation and make the right moves ahead.

The advice is current, succinct and direct -- this is a "must read" for any CPA in practice today. Highly recommended.
Chris Frederiksen
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1 of 1 people found the following review helpful By Marc Rosenberg on January 4, 2010
Format: Paperback
Search for the ideal IT consultant for the CPA profession no longer. Roman Kepczyk's new book, Quantum of Paperless, solidifies his reputation as the preeminent CPA firm IT expert in the country, further building on what the CPA profession has known for 20 years. He's a CPA so he knows our business. His book shares the hands-on experience obtained from working exclusively with CPA firms from coast to coast. His writing is easy to understand (i.e., no techno-garble), yet hard-hitting when it needs to be. Roman has always been an excellent teacher and this makes his book a joy to read.

Quite simply, Quantum of Paperless is a must-read for CPA firms from sole practitioners to huge firms. It packs quite a wallop - 32 "mission critical" suggestions for running an efficient, state-of-the-art IT function."
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1 of 1 people found the following review helpful By Stuart Ritchie on July 4, 2010
Format: Paperback Verified Purchase
There are plenty of good reviews for this book already and I have no need to repeat what has already been said, save to say that we have implemented most of the recommendations in this book and they have really made a difference to the operational effectiveness of our business. I should also add that they work just as well in Great Britain as they do in the USA!
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1 of 1 people found the following review helpful By Debra Seefeld, CPA, CFE on August 21, 2013
Format: Paperback Verified Purchase
Our firm recently purchased Quantum of Paperless -- great information (and an easy read)! We will be having our managers, IT coordinator, and partners read this book in preparation of our upcoming strategic planning meeting. Definitely worth the money. Thanks Roman to your continued contribution to the CPA profession.
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