1. The October deadlines are around the corner and then it’s time for IT to begin ramping up for the next Tax busy season. Roman opens up discussion on key digital tax technologies including scanning, displays, digital import, annotation and archival. He also stresses the critical importance of digital workflow in improving firm productivity and how integration with cloud applications is becoming the new norm.

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  2. Gadgets and Apps make work interesting, especially when they have a positive impact on the firm’s bottom line. Roman will cover a variety of tools being utilized throughout the firm, in the field, and in your home, as well as some last minute Holiday Season shopping ideas for the geeks in your life!

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  3. Learn about the latest processes and applications that are streamlining internal firm administration. Roman will discuss the keys to centralizing all digital communications for the owners and staff for anytime, anywhere availability. This session will discuss information technology opportunities for improving the firm’s knowledge and fiscal management.

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  4. The evolution of ultra-portable laptops, field monitors, and digital capture of client source documents continues to streamline audit production, but the most significant change impacting the audit practice will be the transition of the firm’s audit practice to the cloud. But which cloud will it be? Roman will discuss taking advantage of “cloud-like” capabilities as well as recommendations for the various tools improving auditor productivity.

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Mondays with Roman

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