Rosenberg Associates Blog

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AI’s Impact on CPA Firms – What Will It Be?

Avatar photoMatt Rampe / March 19, 2024

Artificial Intelligence (AI) has made a huge splash, to say the least, in the last twelve months. What will its ultimate impact be on CPA firms? Here’s a roundup of what we know so far… and what is yet to be determined. What we know so far ChatGPT launched on Nov. 30, 2022, and rapidly…

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Powerful CPA Firm Technology Strategies from Roman Kepczyk

Avatar photoMarc Rosenberg, CPA / April 28, 2014

I’ve always believed “when you don’t know something, find an expert who does.”  Clients ask me questions about technology all the time and I refer them to the #1 CPA firm IT expert in the country, Roman Kepczyk. Six years ago, I started an annual seminar series in Chicago where I bring all my local…

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CPA Firm Technology Best Practices – from a non-IT guy

Avatar photoMarc Rosenberg, CPA / March 24, 2014

I’ve always believed “when you don’t know something, find an expert who does.”  So to keep myself current on IT advances in our field, I stay in close touch with Roman Kepczyk. Here are some practices that blend what I do know and what Roman tells me: Practice good email hygiene.  I’ll share three tactics. …

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How CPA Firm Technology Increases Profitability: Feedback from MPs

Avatar photoMarc Rosenberg, CPA / March 18, 2014

One of the Managing Partner’s critical duties is to ensure that the firm’s usage of technology has the greatest possible impact on efficiency and profitability. We recently polled MPs from 28 CPA firms across the country for input as to how this is best accomplished. Following are some of the highlights from their responses: Seek…

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