CPA Practice Advisor - 3

AUGUST 2019
VOLUME 29
NUMBER 7

5
ISSUE FOCUS:
SUCCESSION
PLANNING
5 Succession Planning for
Small Accounting Firms
By Joel Sinkin and Terrence Putney,
CPA

40 5 Process Trends Impacting
Your Firm
By Arianna Campbell

8

COLUMNS
4

FEATURES

FROM THE EDITOR:

Technology Will Never Be
Slower Than It Is Today
By Gail Perry, CPA, Editor-in-Chief

8

FROM THE TRENCHES:

Do Your Best Practice
Management
By Randy Johnston

36 THE 21ST CENTURY
ACCOUNTANT:

Automation & The Future of
Accounting

COVER FEATURE:
10 2019 Innovation Awards
Focus on AI and Automation
By Isaac O'Bannon, Managing Editor

2019 PRODUCT REVIEWS

By Brian F. Tankersley, CPA, CGMA

38 THE MILLENNIAL ADVISOR:
Stepping Out
By Garrett Wagner, CPA.CITP

39 THE STAFFING &
HR ADVISOR:

24 TAX DOCUMENT

Know How to Negotiate
Salaries? You'll Need to Today

AUTOMATION
By Mary Girsch-Bock

28 FIXED ASSET MANAGEMENT
SYSTEMS

By Paul McDonald

41

By Mary Girsch-Bock

36

THE LEADERSHIP ADVISOR:

The Human Skills Tech Can
Never Replace
By Amy Vetter, CPA.CITP, CGMA

42 BRIDGING THE GAP:
Does Your Technology Meet
Client Expectations?

6

HOW TO IMPROVE FINANCIAL
SYSTEMS FOR SMALL
BUSINESS: 6 Best Tips for

Managing Small Business
Cash Flow

By Gail Perry, CPA, Editor-in-Chief

31 APPS WE LOVE:
Cities & Local Government
By Gail Perry, CPA, Editor-in-Chief

37 THE PROADVISOR SPOTLIGHT:
New Features and
Enhancements in QuickBooks
Online Accountant

A YEAR IN THE LIFE OF A
PAYROLL ACCOUNTANT:

32 How to Shine as a Payroll
Accountant
By Jodi Chavez

33 9 Types of Flexible Work
Arrangements
By Arianna Campbell

BUILDING YOUR NICHE
PRACTICE: MUNICIPAL CLIENTS

34 3 Keys to Serving
Governmental Entity Clients
By Gail McIntyre, CPA, CGMA &
Keeley Hines, CPA

34 4-Step Marketing Campaign
to Win Municipality Clients
By Becky Livingston

34 Resources for the Municipal
Accountant

By Jim Boomer, CPA.CITP

WEB EXCLUSIVES
CHECK OUT OUR PRODUCT & SERVICE GUIDE
www.CPAPracticeAdvisor.com/directory
IRS SENDING TAX NOTICES TO VIRTUAL
CURRENCY OWNERS
www.CPAPracticeAdvisor.com/21090485

COPING WITH THE NEW BUSINESS INTEREST
DEDUCTION LIMIT
www.CPAPracticeAdvisor.com/21090640

IRS ISSUES NEW SAFE-HARBOR RULE FOR
REAL ESTATE
www.CPAPracticeAdvisor.com/21089489

HOW TO CREATE A TAX DATA SECURITY PLAN
www.CPAPracticeAdvisor.com/21089661

UNDERSTANDING LEASE MATERIALITY
www.CPAPracticeAdvisor.com/21089862

AUGUST 2019 ■

www.CPAPracticeAdvisor.com

3


http://www.CPAPracticeAdvisor.com/directory http://www.CPAPracticeAdvisor.com/21090640 http://www.CPAPracticeAdvisor.com/21089489 http://www.CPAPracticeAdvisor.com/21090485 http://www.CPAPracticeAdvisor.com/21089661 http://www.CPAPracticeAdvisor.com/21089862 http://www.CPAPracticeAdvisor.com

CPA Practice Advisor

Table of Contents for the Digital Edition of CPA Practice Advisor

From the Editor: Technology Will Never Be Slower Than It Is Today
Succession Planning for Small Accounting Firms
How to Improve Financial Systems for Small Business: 6 Best Tips for Managing Small Business Cash Flow
From the Trenches: Do Your Best Practice Management
2019 Innovation Awards Focus on AI and Automation
2019 Product Review: Tax Document Automation
2019 Product Review: Fixed Asset Management Systems
Apps We Love: Cities & Local Government
How to Shine as a Payroll Accontant
9 Types of Flexible Work Arrangements
3 Keys to Serving Governmental Entity Clients
4-Step Marketing Campaign to Win Municipality Clients
Resources for the Municipal Accountant
The 21st Century Accountant: Automation & The Future of Accounting
The ProAdvisor Spotlight: New Features and Enhancements in QuickBooks Online Accountant
The Millennial Advisor: Stepping Out
The Staffing & HR Advisor: Know How to Negotiate Salaries? You'll Need to Today
5 Process Trends Impacting Your Firm
The Leadership Advisor: The Human Skills Tech Can Never Replace
Bridging the Gap: Does Your Technology Meet Client Expectations?
CPA Practice Advisor - 1
CPA Practice Advisor - 2
CPA Practice Advisor - 3
CPA Practice Advisor - From the Editor: Technology Will Never Be Slower Than It Is Today
CPA Practice Advisor - Succession Planning for Small Accounting Firms
CPA Practice Advisor - How to Improve Financial Systems for Small Business: 6 Best Tips for Managing Small Business Cash Flow
CPA Practice Advisor - 7
CPA Practice Advisor - From the Trenches: Do Your Best Practice Management
CPA Practice Advisor - 9
CPA Practice Advisor - 2019 Innovation Awards Focus on AI and Automation
CPA Practice Advisor - 11
CPA Practice Advisor - 12
CPA Practice Advisor - 13
CPA Practice Advisor - 14
CPA Practice Advisor - 15
CPA Practice Advisor - 16
CPA Practice Advisor - 17
CPA Practice Advisor - 18
CPA Practice Advisor - 19
CPA Practice Advisor - 20
CPA Practice Advisor - 21
CPA Practice Advisor - 22
CPA Practice Advisor - 23
CPA Practice Advisor - 2019 Product Review: Tax Document Automation
CPA Practice Advisor - 25
CPA Practice Advisor - 26
CPA Practice Advisor - 27
CPA Practice Advisor - 2019 Product Review: Fixed Asset Management Systems
CPA Practice Advisor - 29
CPA Practice Advisor - 30
CPA Practice Advisor - Apps We Love: Cities & Local Government
CPA Practice Advisor - How to Shine as a Payroll Accontant
CPA Practice Advisor - 9 Types of Flexible Work Arrangements
CPA Practice Advisor - Resources for the Municipal Accountant
CPA Practice Advisor - 35
CPA Practice Advisor - The 21st Century Accountant: Automation & The Future of Accounting
CPA Practice Advisor - The ProAdvisor Spotlight: New Features and Enhancements in QuickBooks Online Accountant
CPA Practice Advisor - The Millennial Advisor: Stepping Out
CPA Practice Advisor - The Staffing & HR Advisor: Know How to Negotiate Salaries? You'll Need to Today
CPA Practice Advisor - 5 Process Trends Impacting Your Firm
CPA Practice Advisor - The Leadership Advisor: The Human Skills Tech Can Never Replace
CPA Practice Advisor - Bridging the Gap: Does Your Technology Meet Client Expectations?
CPA Practice Advisor - 43
CPA Practice Advisor - 44
https://www.nxtbook.com/endeavor/cpapracticeadvisor/december2022
https://www.nxtbook.com/endeavor/cpapracticeadvisor/octobernovember2022
https://www.nxtbook.com/endeavor/cpapracticeadvisor/august2022
https://www.nxtbook.com/endeavor/cpapracticeadvisor/june2022
https://www.nxtbook.com/endeavor/cpapracticeadvisor/april2022
https://www.nxtbook.com/endeavor/cpapracticeadvisor/december2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/november2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/october2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/september2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/august2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/july2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/june2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/may2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/april2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/march2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/february2021
https://www.nxtbook.com/endeavor/cpapracticeadvisor/december2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_November_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/october2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/september2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/august2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_July_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_June_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/may2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_April_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/CPA_Practice_Advisor_March_2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/february2020
https://www.nxtbook.com/endeavor/cpapracticeadvisor/december2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/november2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/october2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/september2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/august2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/july2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/june2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/may2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/april2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/march2019
https://www.nxtbook.com/endeavor/cpapracticeadvisor/february2019
https://www.nxtbookmedia.com