november2021 - 3

NOVEMBER 2021
VOLUME 31
NUMBER 10
6
8
ISSUE FOCUS:
CONTINUING
EDUCATION
7 How to Better Manage and
Track Your CPE Credits
By Mary Girsch-Bock
COLUMNS
4 FROM THE EDITOR:
CPE for Free at Ensuring
Success
By Gail Perry, CPA, Editor-in-Chief
12 FROM THE TRENCHES:
Continuous Education to
Meet Technology Changes
By Randy Johnston
15 THE LEADERSHIP ADVISOR:
Self-Care for Busy
Accountants
By Amy Vetter, CPA.CITP, CGMA
16 THE LABOR LAW ADVISOR:
The Pandemic: Unforseen
Events and Unforced Errors
By Richard D. Alaniz, J.D.
17 THE MILLENNIAL ADVISOR:
Every Action Matters
By Garrett Wagner, CPA.CITP
18 THE STAFFING &
HR ADVISOR:
Staying Ahead of the Curve:
What's New in Accounting
for 2022?
By Paul McDonald
23 BRIDGING THE GAP:
5 Growth Trends for 2022
By Jon Hubbard
FEATURES
5 Quick Networking Tips You
Can Implement Today
By Richard Roppa-Roberts
6 Technology: A Critical Driver
of M&A Synergy
By Geoff Harkness & Andre Prince
8 How to Find the Right Buyer
for an Accounting Firm
By Joe Carufe
10 Modernizing Outdated Areas
of Your Accounting Firm
By Shahram Zarshenas
19 APPS WE LOVE:
Lifestyle Apps
By Gail Perry, CPA, Editor-in-Chief
20 Trust & Empowerment: Two
Keys to Emerging Unscathed
from the Great Resignation
By Josh Cyphers
MARKETING YOUR FIRM
11 How to Create a Press Kit
if Your Firm Acquires or
Merges into Another
By Becky Livingston
20
14 THE PROADVISOR SPOTLIGHT:
Sponsored Content
Productivity Innovations
Announced at QuickBooks
Connect 2021
22 AICPA NEWS
A round up of recent
association news and events.
SAMPLE LETTER
OUR FIRM IS EXPANDING TO
BRING YOU MORE
Our clients are our top priority and
we want to be more to you than
just an accounting firm. That's why
we recently [merged/acquired]
with [firm name]. We now offer
you more expertise in the [service
line] area(s) to help you and/or
your business to grow. Learn more
about our recent change at [link to
press release or video]. #Merger
#Acquisition #Accounting
WEB EXCLUSIVES
CHECK OUT OUR PRODUCT & SERVICE GUIDE
www.CPAPracticeAdvisor.com/directory
IRS ADJUSTS TAX RATES AND DEDUCTIONS FOR 2022
www.CPAPracticeAdvisor.com/21245959
401(K) CONTRIBUTION LIMIT INCREASED TO $20,500
www.CPAPracticeAdvisor.com/21245295
IRS OFFERS REPORTING GUIDANCE FOR PARTNERSHIP INTERESTS
www.CPAPracticeAdvisor.com/21245142
ARCHIVED
WEBCASTS
www.CPAPracticeAdvisor.com/webinars
* How to Stop Counting Hours & Start Driving Results
* Building Your Small Firm's Ideal Tech Stack
* How to Help Professional Service Clients Grow Their Practice
* How to Generate 45% Net Profit Margins
* How 2020 Stopped SALY in Her Track
NOVEMBER 2021 ■ www.CPAPracticeAdvisor.com
3
http://www.CPAPracticeAdvisor.com/webinars http://www.CPAPracticeAdvisor.com/directory http://www.CPAPracticeAdvisor.com/21245959 http://www.CPAPracticeAdvisor.com/21245295 http://www.CPAPracticeAdvisor.com/21245142 http://www.CPAPracticeAdvisor.com

november2021

Table of Contents for the Digital Edition of november2021

From the Editor: CPE for Free at Ensuring Success
Quick Networking Tips Your Can Implement Today
Technology: A Critical Driver of M&A Synergy
How to Better Manage and Track Your CPE Credits
How to Find the Right Buyer for an Accounting Firm
Modernizing Outdated Areas of Your Accounting Firm
Marketing Your Firm: How to Create a Press Kit if Your Firm Acquires or Merges into Another
From the Trenches: Continuous Education to Meet Technology Changes
The ProAdvisor Spotlight: Productivity Innovations Announced at QuickBooks Connect 2021
The Leadership Advisor: Self-Care for Busy Accountants
The Labor Law Advisor: The Pandemic: Unforseen Events and Unforced Errors
The Millennial Advisor: Every Action Matters
The Staffing & HR Advisor: Staying Ahead of the Curve: What's New in Accounting for 2022?
Apps We Love: Lifestyle Apps
Trust & Empowerment: Two Keys to Emerging Unscathed from the Great Resignation
AICPA News: A round up of recent association news and events
Bridging the Gap: 5 Growth Trends for 2022
november2021 - 1
november2021 - 2
november2021 - 3
november2021 - From the Editor: CPE for Free at Ensuring Success
november2021 - Quick Networking Tips Your Can Implement Today
november2021 - Technology: A Critical Driver of M&A Synergy
november2021 - How to Better Manage and Track Your CPE Credits
november2021 - How to Find the Right Buyer for an Accounting Firm
november2021 - 9
november2021 - Modernizing Outdated Areas of Your Accounting Firm
november2021 - Marketing Your Firm: How to Create a Press Kit if Your Firm Acquires or Merges into Another
november2021 - From the Trenches: Continuous Education to Meet Technology Changes
november2021 - 13
november2021 - The ProAdvisor Spotlight: Productivity Innovations Announced at QuickBooks Connect 2021
november2021 - The Leadership Advisor: Self-Care for Busy Accountants
november2021 - The Labor Law Advisor: The Pandemic: Unforseen Events and Unforced Errors
november2021 - The Millennial Advisor: Every Action Matters
november2021 - The Staffing & HR Advisor: Staying Ahead of the Curve: What's New in Accounting for 2022?
november2021 - Apps We Love: Lifestyle Apps
november2021 - Trust & Empowerment: Two Keys to Emerging Unscathed from the Great Resignation
november2021 - 21
november2021 - AICPA News: A round up of recent association news and events
november2021 - Bridging the Gap: 5 Growth Trends for 2022
november2021 - 24
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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
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