If the technical aspects of running and designing a CPA firm's computer system are left to high-tech wizards, then Roman Kepczyk would be out of a job.

He and others at InfoTech Partners North America, Inc. make a living by asking the right questions, analyzing a situation and determining cost-effective solutions--all for firms in the accounting industry. Sort of like a CPA's CPA.

The Top Issues
Naturally, his accounting background is the basis for Roman's strategy when he begins to investigate where a firm is, where they want to be and what they must have to achieve their goals. It sounds like a typical consulting engagement … and it is, in many respects, except for the emphasis on accounting systems.

“If a firm is really out of touch, we know hardware and software are the top issues, and we must bring them up to industry standards” he says. “Other firms who have stayed up-to-date want to remain competitive with the most current programs. Partners want to know what their competition is doing and what they need to maintain their productivity.”

Roman’s advantage to other consultants is his knowledge of accounting in ensuring clients remain efficient and knowledgeable of the right systems for their engagements, regardless if the need is for typical software, such as high-end time and billing systems, or more niche-oriented software for segmented industries.

“CPA firms are unique because we have many operational areas within a firm, all of which have particular software that need updating on a regular basis. Only CPAs understand how accounting, tax and audit software work. That's how we differentiate ourselves in the market.”

The Time Crunch
Roman admits that a firm could hire its own staff to handle these and other related issues, but has yet to find one that has truly dedicated the time and resources to this often back-burner function.

“If firms will assign a specific person to do this, the job will get it done, but billable hours get in the way. CPAs are great procrastinators, but once they experience a major crash, they make systems a priority and move on it immediately.”

Roman has developed a short-term solution for small- to medium-size firms with a guide on how to manage many of these technical management duties.

Still, Roman feels strongly that he adds value to an engagement by taking his own accounting knowledge one step further with firm personnel to develop a strong plan to tackle technology that meets everyone's needs. Larger systems’ consulting requires on-site visits and interviews with staff, many of whom are extremely willing to talk to Roman in a creative quest to improve hardware and software configurations.

“We explain that everything is confidential, and we consolidate all answers into one plan so the partners don't know who said what. Once staff start opening up, you see the floodgates open.”