The CPA Firm Management Association recently concluded the 2024 IT Survey designed to identify the technology that member firms are using and the trends impacting their accounting firms in the year ahead. The survey was conducted between November 28 and December 12, 2023, with 140 firms participating*. The survey is representative of CPAFMA membership with 91% having 10 personnel or more and 40% (56 firms) having multiple offices. Two survey respondents were 100% virtual, which was a new finding in the survey.
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Roman H. Kepczyk, CPA.CITP, PAFM is the Director of Firm Technology Strategy for Rightworks and works exclusively with accounting firms to implement today’s leading best practices and technologies incorporating Lean Six Sigma methodologies to optimize firm production workflows. Roman is a CPAFMA Advisory Board Member and been consistently listed as one of Accounting Today’s Top 100 Most Influential People in Accounting, INSIDE Public Accounting’s Most Recommended Consultants, and CPA Practice Advisors Top Thought Leaders to the profession.