Consulting Services

We help accountants optimize their use of accounting IT and production workflows.
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Stop using generic technology plans to meet your firm’s needs. Use a strategic outsider and an accounting insider to help your firm build a technology plan specific to your firm.

Firm Production & Strategic Technology Optimization

Ensure your firm is operating at 100% efficiency with a detailed evaluation of your existing IT infrastructure.

Lean Departmental Optimization

Fast-track the optimization of your tax, audit or administrative department production processes.

Onsite Network Assessment

Apply our set of best practices learned over 20+ years of working with accountants and the ongoing design, deployment and maintenance of the Cloud.

Employee Security and Policy Awareness

Reduce your firm’s risk of becoming a cyber-breach victim by educating your personnel on the latest in desktop security.

Merger Process Optimization

Help your firm select the best applications and technology platform that support the business needs of the new, larger combined entity.

Information Security Assessment

Understand your vulnerabilities and know whether your data is safe, secure, and meets the current regulatory standards.

Check out this guide for more details on each Consulting service.

Meet the Consultants

About Roman Kepczyk

Roman offers 25+ years of Accounting firm experience where he thrives as a technology consultant and as a former partner at a large firm. His primary focus at Xcentric is helping firms utilize technology by implementing today’s digital best practices.

About Frank Gshwandtner

Frank has 30+ years of experience developing and implementing Accounting-specific technology to firms across the country. WIth Xcentric, he shares his knowledge with firms through on-site consulting projects.

Get in Touch with a Consultant