What They’re Saying:
“Roman
visits our firm every two to three years providing vision, insight,
best practices and validation concerning our technology initiatives.
He provides Accounting and CPA Firms across the country with a
vision of their future technology initiatives, maps out best
practices, gives insight on where the Accounting Software vendors
are moving and offers validation of IT expenditures to the Firm’s
management. We have found Roman’s advice to always be very
beneficial to our Firm and that is why we continuously ask him to
return.”
-Theresa Stearns, Technology
Director-Anders Minkler & Diehl, LLP
“We found your knowledge about CPA
firms a great help in analyzing our systems and practices.
Your ability to give us immediate input on “best practices” really
makes our decision making easier on implementation of new
technologies in our practice and on affirmation that we have made
some good decisions on our current systems. You also gave us
valuable input in areas that we had not yet addressed. We more
than earned back your fee in implementing some of your
recommendations and by providing us information that would have
taken significant amount of time for us to research.”
-Mike McGuigan, Shareholder-Elliott
Davis
"Roman Kepczyk played an integral role in helping Beach
Fleischman PC develop a comprehensive, cost effective information
technology strategic plan. His ExSTRM Review and presentation
to our management team identified areas of improvement, provided
cost effective suggestions and recommendations for improved
efficiencies in the areas of data security, software, hardware and
IT staffing. His unbiased expertise helped us enhance our
information technology infrastructure."
-Lori
Niederlehner, Firm Administrator-Beach, Fleischman & Co.
"Roman, on behalf of all of us here at Greenwalt Sponsel & Co.,
Inc., I want to thank you for the time you spent with each of us in
reviewing our technology infrastructure and how we are using our
technology. We have long felt that we were early adapters, but it
was very helpful to have you come in and reaffirm that we are on the
right track, as well as identify several areas where we might want
to tweak our procedures, particularly in the area of security. You
have given us a number of ideas to consider and we have been working
through that list. Thanks again for a great job. Rich (our
computer guy) really appreciated the time you spent with him. We
feel the review was conducted very well and that your written report
is invaluable to us."
-Larry
Greenwalt, Partner, Greenwalt Sponsel & Company
"You
were my first initiative in my new role as Director of Firm
Administration here….and you hit it out of the park. As I knew
you would. You
successfully bridged the gap between tech and CPA in a way that
brought the prospective of the profession into view. Everyone
is extremely happy with the results. Great job....thanks again."
-William R. Pirolli, CPA Partner, DiSanto, Priest & Company
"Roman’s
ExSTRM (Executive Strategic Technology Resource Management) Review
provided us with valuable analysis of our current situation and
challenged us with several high priority items to be addressed prior to
the 2003 busy season as well as providing a blueprint for further
improvements to infrastructure and processes for the upcoming year.
"
-Daniel Martin, CPA, PBGH, LLP
Click here for entire letter
"We
were very pleased with the results of the review as well as the
information and recommendations contained within the request and the
value it added to our practice."
-Darold Rath, Senior Executive Partner, Eide Bailly, LLP
Click here for entire letter
"In addition to giving us specific
technology recommendations, he explained to us how we could improve
utilization of our existing software and provided us assurance in the
areas where we had made good decisions. We have been working on
implementing his numerous recommendations and feel his direction has
resulted in a significant return on our technology investment."
-Charles J. Coradino, CPA, Managing Partner, Coradino, Hickey & Hanson
Click here for entire letter
"You are able to quickly digest
large quantities of technical information, ask practical and intelligent
questions and state your opinion. You know your stuff-both
computer technology and the operation of accounting and consulting
firms. You do your homework and you don't waste time. Your
network is extensive-you are always willing and able to put us in touch
with similar firms addressing a similar issue. You have the most
amazing follow through I've ever seen."
-Susan Harris COO-Burr, Pilger & Mayer Accountants and Consultants
Click here for entire letter
"The report that InfoTech Partners
issued was very comprehensive and clear in its presentation. The
results of the review far exceeded the time (we did it during tax
season) and money that we invested. In closing, if you are
considering a comprehensive review of your current technology, I
recommend you consider InfoTech Partners. You will not be
disappointed."
-James H. Bock-Managing Partner-Daniells Phillips Vaughan & Bock
Accountancy Corporation, Member of the McGladrey Network
Click here for entire letter
“With Roman’s guidance, we have
evolved to become a very technologically advanced CPA firm. In
each step of the planning and budgeting process Roman has assisted us
in focusing on our needs from both a software and hardware aspect and
has also aided us in recognizing the economic impact of our decisions.”
-Jim Belew, Managing Partner-Belew
Averitt LLP, Member of the Horwath Network
Click here for entire letter
"He
has helped us decide on the best course for the firm based on his knowledge
of what is happening within the CPA Industry on a national level as
he has accounting industry insight and access to accounting technology
resources."
-Greg Finley, Managing Partner-Mohler, Nixon WIlliams, Member of
the Horwath Network
Click here for entire letter
"With Roman's unique ability
to explain, the non technical partners understood his recommendations
and their reasons."
-Donna J. Cimino, CPA-Firm Administrator-Heinold-Banwart,
LTD.
Click here for entire letter
"We don't know everything there is to know about technology," says
Bolton, "so we go out and secure that knowledge. Info Tech gives
us that expertise."
-Jeffrey
Bolton, Managing Partner, Daszkal Bolton Manela Devlin & Co. from New Economy
Entrepreneurs-Electronic Accountant.
Click
here for entire letter
"We look forward to a lasting
relationship and will continue to look to your firm as a superior resource
for information technology in the accounting profession"
-Harold D. Lanham-Managing Partner-Harold
D. Lanham, PSC
-Angela Lanham-Firm Administrator-Harold D. Lanham, PSC
-Shawn D. Lanham-Network Administrator-Harold D. Lanham, PSC
Click here for entire letter
"Roman’s real-world
experience as a partner in a CPA firm, combined with his knowledge and
passion for the technological wave that is hitting the professional
services environment consistently provides for a credible and effective
presentation to all audiences." "
-Michael T. Platt, Past President-Moore Stephens North America (and
now Managing Director of Accounting Web)
Click here for entire letter
"Roman is an expert in technology.
I have referred several of our member firms to Roman for assistance,
and I have confidence in these referrals."
-Don H. Green P.E., Director of Member Services-Polaris International
Click here for entire letter
"Roman has the unique
ability to explain technical topics in laymen’s terms and the experience
to provide real-world examples of applications."
-David McThomas, Executive Director-International Group of Accounting
Firms
Click here for entire letter
March
25, 2003
Roman’s experience with
the CPA industry’s best practices in both the technology arena and
general office procedures was very evident during the numerous
meetings with personnel from the various practice segments of the
firm. We were impressed with Roman’s ability to provide valuable
insight in response to questions from varying levels of professional
and administrative staff.
Roman’s ExSTRM
(Executive Strategic Technology Resource Management) Review provided
us with valuable analysis of our current situation and challenged us
with several high priority items to be addressed prior to the 2003
busy season as well as providing a blueprint for further improvements
to infrastructure and processes for the upcoming year.
The partners committed the necessary
funding to accomplish his high priority tasks and thus far we have
realized a high degree of efficiency and stability with the upgraded
systems. As a result of the improved speed and stability I have
received comments such as "improved quality of life" and "much less
frustration and stress".
Thanks,
Daniel B. Martin CPA
PBGH, LLP
558 South Main St.
Harrisonburg, VA 22801
540.434.5975
May 15, 2003
To Whom It May Concern:
Eide Bailly LLP requested the services of lnfoTech Partners and Roman
Kepczyk for a review of our information technology infrastructure
including processes, procedures and applications utilized in our Tax,
Audit, Accounting Services and Administration departments of the Firm.
Objectives for the review included the following:
1. Evaluation of our current information technology infrastructure and
direction. Analysis of our software and equipment and make
recommendations as to acquisitions and updates as well as give direction
towards resolving current technology issues.
2. Analyze our departmental (tax, audit, accounting, and administration)
processes and procedures. Interview our personnel to determine
bottlenecks and redundancy and make recommendations to improve these
situations.
3. Evaluation of our communications infrastructure and discussion of
remote access alternatives tailored to our region of the country.
At the completion of the review, we were provided with a detailed
summary including opportunities for Eide Bailly LLP to improve our
existing infrastructure. The review also included recommendations for
standardization, process and procedures, and application modifications
that we could evaluate and begin implementing to produce results. We
were very pleased with the results of the review as well as the
information and recommendations contained within the request and the
value it added to our practice.
We are pleased to recommend lnfoTech Partners and Roman Kepczyk for any
of your information technology consulting needs for which he is
qualified.
Sincerely,
Darold Rath
Senior Executive Partner
David Hirschkorn
Chief Information Officer
Eide Bailly, LLP
406 Main Avenue , Suite 3000
Fargo, North Dakota 58108-2545
701.239.8500
July 9, 2002
Dear Sir or Madam:
We were introduced to Roman Kepczyk at an IA
International conference in 2001 and were impressed with the breadth of
his accounting/technology knowledge and extensive first hand experience
within our industry. In August 2001, we engaged InfoTech Partners North
America, Inc. to help us evaluate our technology infrastructure and make
future hardware and software recommendations. After a very thorough
interview process, in which he analyzed our tax, client services, and
administrative departments, he met with our technology team and
succinctly explained where the biggest opportunities for improvement
within the firm were and where we could improve our existing technology
utilization. Two days after his visit, he followed up by providing us a
comprehensive written report, which included his recommendations and
resources for implementing them. In addition to giving us specific
technology recommendations, he explained to us how we could improve
utilization of our existing software and provided us assurance in the
areas where we had made good decisions. We have been working on
implementing his numerous recommendations and feel his direction has
resulted in a significant return on our technology investment. We
would highly recommend Roman without any hesitation.
Please contact me if you have any questions
regarding Roman and the benefits of the services he has provided to our
Firm. Very truly yours,
Coradino Hickey and Hanson
A CPA Corporation
Charles J. Coradino, CPA
www.chhcpa.com
October 17, 2001
Mr. Roman Kepczyk
InfoTech Partners North America, Inc.
13656 S. 37th Place
Phoenix, AZ 85044
Dear Roman:
During our conference call this
afternoon, I was reminded why I value your consulting services so much.
You are able to quickly digest large quantities of technical
information, ask practical and intelligent questions and state your
opinion. You know your stuff-both computer technology and the
operation of accounting and consulting firms. You do your homework
and you don't waste time. Your network is extensive-you are always
willing and able to put us in touch with similar firms addressing a
similar issue. You have the most amazing follow through I've ever
seen. No excuses, no delays-you say you'll do something by a certain
date and you do it.
Our IT group respects you. Our partner
group appreciates your straight-forward style. Our managing partner
listens to you.
I would recommend your services without
reservations and actually look forward to receiving your bill!
Sincerely,
Susan Harris
Chief Operating Officer
Burr, Pilger & Mayer-Accountants and Consultants
www.bpminc.com
June 19,
2000
To whom it may concern:
For quite some time I have
been searching for a company to help me evaluate various aspects of our
technology. My search ended when I met Roman Kepczyk and InfoTech
Partners.
Major reasons for selecting
InfoTech Partners included:
* Having a consultant that had worked in public accounting for several
years.
*Having a consultant that had worked with public accounting firms for
several years.
*Broad base of knowledge as to what is happening now, what is on the
horizon that can/will benefit a public accounting firm.
*Ability to communicate at a level that our team members can understand.
*Tells you the good and bad.
*Ability not only to make a recommendation, but to also give facts to
back-up recommendations.
*Cost-best I found.
I asked InfoTech to
evaluate:
*Current information technology infrastructure and direction.
*Communication infrastructure and remote access.
*Team member capabilities to support and build infrastructure and
direction.
*Department technology processes and procedures.
As a result of the above,
*Our firm better understands our technology strengths and weaknesses.
*What is on the horizon that we must prepare for.
*We were able to implement action plans to resolve problems and to
pursue options that we were not aware of.
The report that InfoTech
Partners issued was very comprehensive and clear in its presentation.
The results of the review far exceeded the time (we did it during tax
season) and money that we invested. In closing, if you are
considering a comprehensive review of your current technology, I
recommend you consider InfoTech Partners. You will not be
disappointed.
Sincerely,
James H. Bock
Managing Partner-Daniells Phillips Vaughan & Bock Accountancy
Corporation-Member of the McGladrey Network
www.dpvb.com
April 22, 1999
To Whom It May Concern:
Re: Roman Kepczyk
We have had the privilege
of working with Roman Kepczyk for the past three years. We engaged
Roman and Boomer Consulting to help guide our Firm through significant
technology changes and upgrades. When we began working with Roman,
we had a peer-to-peer network, no email system and limited individual
PC usage; thus we needed solid direction and a plan for improving our
technological capabilities.
With Roman’s guidance,
we have evolved to become a very technologically advanced CPA firm.
In each step of the planning and budgeting process Roman has assisted
us in focusing on our needs from both a software and hardware aspect
and has also aided us in recognizing the economic impact of our decisions.
He has kept us abreast of the current trends in the CPA community as
well as trends on the horizon. Under Roman’s direction, we have
been able to develop a much more sophisticated internal technology structure
which has enabled us to take full advantage of the efficiencies available
through proper use of software and hardware.
Throughout the past three
years, Roman has earned and maintained our confidence as a trusted advisor.
He has always been responsive to our questions and concerns, and has
worked diligently to keep us apprised of the current trends in technology.
We have found his responses to always be relevant and timely to the
needs at hand as well as considerate of requirements for future growth
and expansion.
We would be pleased to
visit with you should you have additional questions regarding Roman
and the benefits of the services he provides.
Yours very truly,
BELEW AVERITT LLP
Jim Belew, Managing Partner
Belew Averitt LLP, Member of the Horwath Network
www.belewaveritt.com
May
17, 1999
To Whom It May Concern:
After attending a management summit conference
in November of 1996, we decided to engage the services of Boomer Consulting
to help us get on top of our Technology Planning activities. We
have been working with Roman Kepczyk and Boomer Consulting for the past
three years with a focus on increasing productivity through the planning
and budgeting process. His guidance has resulted in a significant
return on our technology investment.
Although Roman has recently formed his
own business, we are continuing our relationship as he has been very
effective in educating our partners and staff on current technology
issues; creating a long term vision of the direction the firm needed
to go technologically; and helping us understand our options.
He has also helped us decide on the best course for the firm based
on his knowledge of what is happening within the CPA industry on a national
level as he has accounting industry insight and access to accounting
technology resources. He has helped us write a comprehensive
three-year technology plan and budget with annual updates and state
of the industry messages. He is easy to work with and available
when we have questions about hardware and software issues.
With Roman's guidance, we have evolved
to become a very technologically advanced CPA firm. In each
step of the planning and budgeting process Roman has assisted us in
focusing on our needs from both a software and hardware aspect and has
also aided us in recognizing the economic impact of our decisions.
He has kept us abreast of the current trends in the CPA community as
well as trends on the horizon. Under Roman's direction, we have
been able to develop a much more sophisticated internal technology structure
which has enabled us to take full advantage of the efficiencies available
through proper use of software and hardware.
We would be pleased to talk with you should
you have additional questions regarding Roman and the benefits of the
services he provides.
Sincerely,
MOHLER, NIXON & WILLIAMS
Accountancy Corporation
Greg Finley, Managing Partner
www.mnwcpas.com
January 11, 2000
To Whom It May Concern:
This letter is to serve as a letter of
recommendation for Roman Kepczyk.
Roman came to Central Illinois and completed
an external and internal analysis of our technology practice.
His experience in the "real-world" of CPA firms helped him
analyze our firm and pull our set strategic goals together. In
Roman's analysis and final report, he became our technology partner
and gave us his candid viewpoint. He made helpful suggestions
to not "re-invent the wheel" and how to set up "cookie
cutter" options for the technology practice.
With Roman's unique ability to explain,
the non technical partners understood his recommendations and their
reasons. We are not a firm that brings in outside consultants
very often; therefore, there was some skepticism before we started the
process. After Roman's presentation to the Partner Management
Committee and myself, positive appraisal was voiced throughout the committee.
Also, roman was a pleasure to be with during his interviewing, analysis
and just sharing of his real-world experiences.
I highly recommend Roman Kepczyk as a consultant
to be a "technology partner" for your firm.
Sincerely,
HEINOLD-BANWART, LTD.
Donna J. Cimino, C.P.A.
Firm Administrator
www.hbcpas.com
Excerpted
from New Economy Entrepreneurs within the Practical Accountant-September
2000. For the complete article, please go to the electronic accountant
at: http://www.electronicaccountant.com/html/prac/sep00pra.htm
Securing Technical Savvy
DBMD believes that leading edge technology is imperative in today's
market and as a result, they constantly seek to update technical aspects
and applications once proven to have the ability to increase efficiency
and productivity. The firm has a relationship with Info Tech Partners
who assist and consult with them in making technical decisions, not
only for themselves but also for their clients. "We don't know
everything there is to know about technology," says Bolton, "so
we go out and secure that knowledge. Info Tech gives us that expertise."
The relationship with Info Tech began as an internal consulting engagement
to provide a second opinion on the firm's technological direction. Info
Tech confirmed the firm's technological initiatives, leading to the
installation of a Citrix server "farm" and a change in its
practice management software. DBMD is also fortunate to have partner
Michael Kridel, who was recently appointed to the AICPA's Top Technologies
Task Force.
To
learn more about Daszkal Bolton Manela Devlin & Co. and read
the complete article from Electronic Accountant, click on the hyperlink:
http://www.electronicaccountant.com/html/prac/sep00pra.htm
Copyright 2000 Pro2Net Corp.
<www.pro2net.com> Reprinted with permission. All rights reserved.
January 18, 2000
Roman H. Kepczyk, CPA
InfoTech Partners North America, Inc.
13656 South 37th Place
Phoenix, AZ 85044-4531
Dear Roman:
We would like to thank you for the consulting services you provided
to our firm. We feel the services we received were tailored to
our needs. We found the offsite review to be very effective and
feel you did a wonderful job assessing our firm’s technology strengths
and weaknesses.
We have followed many the recommendations
made in the final report and feel they are proving to be beneficial
to us as we are entering busy season.
Also, we very much appreciate the continued
support you have provided to our firm beyond the initial consultation.
In a firm our size it means so much to have a person who you can “bounce
ideas off”. We truly feel as if you are now part of our
team helping us to succeed in the accounting profession.
We look forward to a lasting relationship
and will continue to look to your firm as a superior resource for information
technology in the accounting profession.
Very truly yours,
Harold D. Lanham, CPA/PFS
Managing Partner
Angela D. Lanham, CPA
Firm Administrator
Shawn D. Lanham
Network Administrator
www.lanhamcpa.com
April 20, 1999
To Whom It May Concern:
Over the past fifteen years of providing
continuing professional education sessions to CPAs, I can unequivocally
state that among the hundreds of presenters we have hired, few have
been as consistently informative, enlightening and highly rated as Roman
Kepczyk.
Roman’s practical approach and entertaining
style have always resulted in very complimentary reviews by the participants
in his seminars. As a CPE provider, my success is more assured with
the knowledge that Roman’s professionalism and communication ability
is of such high quality. That is very important to me and to anyone
who hires a presenter for a seminar.
We have hired many technology presenters
over the years. Roman stands out from the rest as having an exceptional
ability to relate equally as well to technology professionals as he
does to non-technology professionals. In all cases, he can effectively
translate the nuances of today’s complex technological issues into
no-nonsense business issues which make sense. These presentation skills
are unique among today’s technology consultants, and are very refreshing
to busy professionals who need to know quickly what critical issues
exist and how they affect their business.
Roman’s real-world experience
as a partner in a CPA firm, combined with his knowledge and passion
for the technological wave that is hitting the professional services
environment consistently provides for a credible and effective presentation
to all audiences.
I would recommend Roman without hesitation
to any organization that needs to train their members on technology
matters.
Sincerely,
Michael T. Platt, President
Moore Stephens North America, Inc.
www.msnainc.com
April 23,
1999
To Whom It May Concern:
This letter serves as a letter of recommendation
for Roman Kepczyk.
Polaris International is an association
of approximately 70 small to medium-sized public accounting firms located
throughout North America. Roman has worked with our association several
times in the past few years as a presenter and a consultant. I have
been very satisfied with the quality of Roman’s work and would
definitely use his services again.
Roman has given full day presentations
to the managing partners (audience approximately 100) and the consulting
partners (audience approximately 30) from the firms in our association.
These presentations have received extremely high evaluations from the
participants. Roman has excellent presentation skills, but more importantly,
the content of his discussion has proven to be very applicable and useful
for the members of the audience.
In addition, dealing with Roman has been
a pleasure. He is very professional, always following up and always
meeting due dates. I have found him to be very responsive and customer
focused.
Roman is an expert in technology.
I have referred several of our member firms to Roman for assistance,
and I have confidence in these referrals.
I recommend Roman Kepczyk, both as a presenter
and a consultant in the area of technology.
Sincerely,
Don H. Greene, P.E.
Director of Member Services
www.polarisna.org
April
20, 1999
To Whom It May Concern:
We have worked with Roman H. Kepczyk twice
in the past year to present programs and have been very please with
the experience. Roman presented a Technology Update to our Managing
Partners in Phoenix, Arizona in June of 1998 and received outstanding
remarks for his program. Because of this, we engaged him to develop
a custom program for our Annual Tax Committee, which he tailored specifically
to our requirements. Again, his ratings were exceptional. Roman has
the unique ability to explain technical topics in laymen’s terms
and the experience to provide real-world examples of applications.
Combined with his entertaining presentation style, you have a winning
educational experience. I would recommend Roman to any firm that needs
assistance in technology matters.
Sincerely,
David McThomas
Executive Director
International Group of Accounting Firms
www.igaf.org
