march2021 - 3

MARCH 2021
VOLUME 31
NUMBER 2

5
ISSUE FOCUS:

CYBERSECURITY
6	Get Off the Hackers' Hit List:
Evolving Competencies for
Finance Firms Today
By Jodi Chavez

12

14 	THE LABOR LAW ADVISOR:
The Covid-19 Pandemic and
Worker Mental Illness
By Richard D. Alaniz, J.D.

15 	THE MILLENNIAL ADVISOR:
Stop Selling: Who Needs
Help?

20

10	7 Tips to Prevent Tax Season
Burnout
By Andrew Argue, CPA

18	APPS WE LOVE:
Games
By Gail Perry, CPA, Editor-in-Chief

By Garrett Wagner, CPA.CITP

COLUMNS

By Gail Perry, CPA, Editor-in-Chief

8	FROM THE TRENCHES:
Client Experience for Today
- Portals or Something
More?
By Randy Johnston

12 	THE LEADERSHIP ADVISOR:
Security for a Work-FromHome World

Finance Employment Trends
in the Covid-19 Era
By Paul McDonald

By Amanda Wilkie

FEATURES

Discover Two Key New
Features in QuickBooks
Online
20	5 Reasons to Conduct a
Retreat in 2021
21	Stay 3 Steps Ahead:
Actionable Tips to Help You
Prepare For a Turbulent Tax
Season

HR ADVISOR:

23 	BRIDGING THE GAP:
4 Keys to Successful
Technology Planning

Sponsored Content

By Jean Caragher

16 	THE STAFFING &

4	FROM THE EDITOR:
What Do You Hear When You
Listen to Your Clients?

13	THE PROADVISOR SPOTLIGHT:

By Jodi Chavez

MARKETING YOUR FIRM

17	Developing a Social Media
Crisis Communication Plan
	

22	 AICPA NEWS
	
A round up of recent 		
	
association news and events.

By Becky Livingston

5	4 Tips for Firm Cyber Security
in the Cloud
By Mary Girsch-Bock

By Amy Vetter, CPA.CITP, CGMA

WEB EXCLUSIVES
CHECK OUT OUR PRODUCT & SERVICE GUIDE
www.CPAPracticeAdvisor.com/directory

HOW AI IS ENHANCING FRAUD DETECTION
www.CPAPracticeAdvisor.com/21214278

INTUIT ADDS E-SIGNATURES TO QUICKBOOKS
www.CPAPracticeAdvisor.com/21212726

BUSINESS TAX EFFECTS OF THE NEW
COVID STIMULUS
www.CPAPracticeAdvisor.com/21214137

IS AUTOMATION IMPROVING EMPLOYEE
EXPERIENCE?
www.CPAPracticeAdvisor.com/21213677

WHY PROACTIVE PLANNING IS MORE
IMPORTANT THAN EVER
www.CPAPracticeAdvisor.com/21212966

MARCH 2021 ■

www.CPAPracticeAdvisor.com

3


http://www.CPAPracticeAdvisor.com/directory http://www.CPAPracticeAdvisor.com/21214278 http://www.CPAPracticeAdvisor.com/21212726 http://www.CPAPracticeAdvisor.com/21214137 http://www.CPAPracticeAdvisor.com/21213677 http://www.CPAPracticeAdvisor.com/21212966 http://www.CPAPracticeAdvisor.com

march2021

Table of Contents for the Digital Edition of march2021

From the Editor: What Do You Hear When You Listen to Your Clients?
4 Tips for Firm Cyber Security in the Cloud
Get Off the Hackers' Hit List: Evolving Competencies for Finance Firms Today
From the Trenches: Client Experience for Today – Portals or Something More?
7 Tips to Prevent Tax Season Burnout
The Leadership Advisor: Security for a Work-From-Home World
The ProAdvisor Spotlight: Discover Two Key New Features in QuickBooks Online
The Labor Law Advisor: The Covid-19 Pandemic and Worker Mental Illness
The Millennial Advisor: Stop Selling: Who Needs Help?
The Staffing & HR Advisor: Finance Employment Trends in the Covid-19 Era
Apps We Love: Games
5 Reasons to Conduct a Retreat in 2021
Stay 3 Steps Ahead: Actionable Tips to Help You Prepare for a Turbulent Tax Season
AICPA News
Bridging the Gap: 4 Keys to Successful Technology Planning
march2021 - 1
march2021 - 2
march2021 - 3
march2021 - From the Editor: What Do You Hear When You Listen to Your Clients?
march2021 - 4 Tips for Firm Cyber Security in the Cloud
march2021 - Get Off the Hackers' Hit List: Evolving Competencies for Finance Firms Today
march2021 - 7
march2021 - From the Trenches: Client Experience for Today – Portals or Something More?
march2021 - 9
march2021 - 7 Tips to Prevent Tax Season Burnout
march2021 - 11
march2021 - The Leadership Advisor: Security for a Work-From-Home World
march2021 - The ProAdvisor Spotlight: Discover Two Key New Features in QuickBooks Online
march2021 - The Labor Law Advisor: The Covid-19 Pandemic and Worker Mental Illness
march2021 - The Millennial Advisor: Stop Selling: Who Needs Help?
march2021 - The Staffing & HR Advisor: Finance Employment Trends in the Covid-19 Era
march2021 - 17
march2021 - Apps We Love: Games
march2021 - 19
march2021 - 5 Reasons to Conduct a Retreat in 2021
march2021 - Stay 3 Steps Ahead: Actionable Tips to Help You Prepare for a Turbulent Tax Season
march2021 - AICPA News
march2021 - Bridging the Gap: 4 Keys to Successful Technology Planning
march2021 - 24
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