CPA Practice Advisor - 2
JULY 2019
VOLUME 29
NUMBER 6
6
ISSUE FOCUS:
22 THE 21ST CENTURY
FINANCIAL PLANNING
4 How to Extend Your Firm
with Personal Financial
Planning
By Ryan Genor, CPA/PFS and
Sarah Lane, CPA
2019 PRODUCT REVIEWS
8
POINT-OF-SALE SYSTEMS
By Mary Girsch-Bock
By Mary Girsch-Bock
By Brian F. Tankersley, CPA, CGMA
23 THE MILLENNIAL ADVISOR:
Remote Work: It's Time
By Garrett Wagner, CPA.CITP
24 THE LEADERSHIP ADVISOR:
Innovation for Small Firms
on a Budget
Amy Vetter, CPA.CITP, CGMA
Successful Succession:
7 Tips for Getting There
By Paul McDonald
COLUMNS
FROM THE EDITOR:
It's Time to Take a New Look
at Your Tax Practice
By Gail Perry, CPA, Editor-in-Chief
FROM THE TRENCHES:
Do Your Best Small Business
Accounting
By Randy Johnston
How Robotic Process
Automation Tools Work
HR ADVISOR:
ACCOUNTING PROGRAMS
6
ACCOUNTANT:
25 THE STAFFING &
14 SMALL BUSINESS
3
24
28 LEAN SIX SIGMA ADVISOR:
5 Ways to Maintain a Positive
Attitude for Change
By Arianna Campbell
30 BRIDGING THE GAP:
Leveraging the Four Cs to
Automation and Advisory
By Jim Boomer, CPA.CITP
FEATURES
12 APPS WE LOVE:
DIY/Construction/Home
Repair
29
A YEAR IN THE LIFE OF A
PAYROLL ACCOUNTANT:
18 Is Paid Family Leave Taxable?
By Rachel Blakely-Gray
19
How Will AI and Automation
Change Workers' Jobs?
By Isaac O'Bannon, Managing Editor
27 AICPA NEWS
AICPA News is a roundup of
the top articles regarding the
AICPA each month
29 What Millennials Want:
How to Woo the Modern
Workforce
By Chris Farrell
BUILDING YOUR
NICHE PRACTICE:
CONSTRUCTION CLIENTS
20 5 Marketing Tips to Attract
Construction Clients
By Becky Livingston
20 Transform Your Thinking on
Serving the Construction
Industry
By Tonya Schulte
13 THE PROADVISOR SPOTLIGHT:
Summing it up at Scaling New
Heights: 35 years of Intuit
Innovation
26 3 Tips to Organize and
Strengthen Your Client
Relationships this Summer
By Jodi Chavez
By Gail Perry, CPA, Editor-in-Chief
WEB EXCLUSIVES
2
CHECK OUT OUR PRODUCT & SERVICE GUIDE
www.CPAPracticeAdvisor.com/directory
CPAS CONCERNED ABOUT DERIVATIVES
www.CPAPracticeAdvisor.com/21087020
2 MILLION ITINS SET TO EXPIRE, SAYS IRS
www.CPAPracticeAdvisor.com/21085677
FINDING AND HIRING QUALITY STAFF IS
A TOP CHALLENGE IN 2019
www.CPAPracticeAdvisor.com/21086414
TAXPAYER ADVOCATE DELIVERS FINAL
REPORT & IDENTIFIES KEY CHALLENGES
www.CPAPracticeAdvisor.com/21085670
CANOPY LAUNCHES NEW CLOUD-BASED
PROFESSIONAL TAX PREP SYSTEM
www.CPAPracticeAdvisor.com/21083144
JULY 2019 ■
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CPA Practice Advisor
Table of Contents for the Digital Edition of CPA Practice Advisor
From the Editor: It's Time to Take a New Look at Your Tax Practice
Financial Planning - How to Extend Your Firm with Personal Financial Planning
From the Trenches: Do Your Best Small Business Accounting
Point-of-Sale Systems
Apps We Love: DIY/Construction/Home Repair
The Proadvisor Spotlight: Summing it up at Scaling New Heights: 35 years of Intuit Innovation
Small Business Accounting Programs
A Year in the Life of a Payroll Accountant: Is Paid Family Leave Taxable?
How will AI and Automation Change Workers' Jobs?
5 Marketing Tips to Attract Construction Clients
Transform Your Thinking on Serving the Construction Industry
The 21st Century Accountant: How Robotic Process Automation Tools Work
The Millennial Advisor: Remote Work: It's Time
The Leadership Advisor: Innovation for Small Firms on a Budget
The Staffing & HR Advisor: Successful Succession: 7 Tips for Getting There
3 Tips to Organize and Strengthen Your Client Relationships this Summer
AICPA News
Lean Six Sigma Advisor: 5 Ways to Maintain a Positive Attitude for Change
What Millennials Want: How to Woo the Modern Workforce
Bridging the Gap: Leveraging the Four Cs to Automation and Advisory
CPA Practice Advisor - 1
CPA Practice Advisor - 2
CPA Practice Advisor - From the Editor: It's Time to Take a New Look at Your Tax Practice
CPA Practice Advisor - Financial Planning - How to Extend Your Firm with Personal Financial Planning
CPA Practice Advisor - 5
CPA Practice Advisor - From the Trenches: Do Your Best Small Business Accounting
CPA Practice Advisor - 7
CPA Practice Advisor - Point-of-Sale Systems
CPA Practice Advisor - 9
CPA Practice Advisor - 10
CPA Practice Advisor - 11
CPA Practice Advisor - Apps We Love: DIY/Construction/Home Repair
CPA Practice Advisor - The Proadvisor Spotlight: Summing it up at Scaling New Heights: 35 years of Intuit Innovation
CPA Practice Advisor - Small Business Accounting Programs
CPA Practice Advisor - 15
CPA Practice Advisor - 16
CPA Practice Advisor - 17
CPA Practice Advisor - A Year in the Life of a Payroll Accountant: Is Paid Family Leave Taxable?
CPA Practice Advisor - How will AI and Automation Change Workers' Jobs?
CPA Practice Advisor - Transform Your Thinking on Serving the Construction Industry
CPA Practice Advisor - 21
CPA Practice Advisor - The 21st Century Accountant: How Robotic Process Automation Tools Work
CPA Practice Advisor - The Millennial Advisor: Remote Work: It's Time
CPA Practice Advisor - The Leadership Advisor: Innovation for Small Firms on a Budget
CPA Practice Advisor - The Staffing & HR Advisor: Successful Succession: 7 Tips for Getting There
CPA Practice Advisor - 3 Tips to Organize and Strengthen Your Client Relationships this Summer
CPA Practice Advisor - AICPA News
CPA Practice Advisor - Lean Six Sigma Advisor: 5 Ways to Maintain a Positive Attitude for Change
CPA Practice Advisor - What Millennials Want: How to Woo the Modern Workforce
CPA Practice Advisor - Bridging the Gap: Leveraging the Four Cs to Automation and Advisory
CPA Practice Advisor - 31
CPA Practice Advisor - 32
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