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Most accounting firms evaluate technology the wrong way. They start with the tool instead of starting with the client.

In this episode of Canopy Practice Success, Roman Kepczyk — one of the most respected firm technology consultants in the profession — lays out the three-step framework he uses to help firms build a tech stack that actually fits: understand your client base, evaluate how your work is allocated, and lean on your community before you ever open a demo.

Roman explains why the same tax software can be the right answer for one firm and the wrong one for another, how post-season debriefs become the fuel for real improvement, and what firms consistently get wrong about AI. He also takes on the myth of throwing out your timesheets — and why the message has been misunderstood.

Whether you're thinking about switching practice management software, introducing AI, or just trying to get the right work to the right people, this episode gives you a practical framework for evaluating where your firm stands.

What You'll Learn

• Why your ideal client profile is the foundation of every tech decision your firm makes

• How to run a post-tax-season debrief that actually leads to change

• Why senior-level people are often doing low-value work — and how workflow tools fix that

• What AI vendors are getting wrong when they claim AI capabilities

• Why community is the most underrated resource for evaluating accounting software

• How to use the Lean Six Sigma premortem to identify risks before a project fails

• What the "throw out your timesheets" movement actually means — and what it doesn't

• How tiered pricing models eliminate the guesswork around billing and scope creep

Connect With Roman

LinkedIn: https://www.linkedin.com/in/romankepczyk/

RightWorks: https://rightworks.com

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