november2021 - 4

FROM THE EDITOR
CPE for Free at Ensuring Success
WHERE WOULD HUMANITY be if we didn't share information? I've been pondering this
a lot lately. Sometimes I encounter people who are protective of their knowledge. They
want to own the information they know and not share it with others. Isn't it intriguing
to think about how little we would have progressed from prehistoric times if we hadn't
passed on the knowledge we've gained to others? We are all better, constantly, when
we educate ourselves and share that knowledge with each other.
With that in mind, I'd like to
take this opportunity to remind
you that our annual live-streamed
conference, Ensuring Success, is
occurring on December 8 and 9.
This is not like any other conference
you've attended. It's two days of
participating in live panel discussions
with people from all walks
of our profession. Panelists are
chosen because they bring differing
perspectives and thoughtfulness to
the various topics we'll cover. You
participate by communicating live
with the speakers through a Q&A
forum, and you don't have to travel
anywhere to do so.
This isn't a conference full
of PowerPoint presentations and
people reading what is on their
slides. This is a conference featuring
intriguing discussion amongst
people who are passionate about the
topics of which they speak.
CPA
Art Director: Rhonda Cousin
Site Manager: Lester Craft
Production Manager: Patricia Brown
Marketing Manager: Judy Corey
Audience Development
Manager: Delicia Poole
There is no charge to attend
this conference. You observe, you
learn, you collect CPE credits (and in
some cases, IRS CE credit). There are
seven sessions a day for two days.
You attend those that interest you.
recommend you attend, and you
can do this in a group,
if you're
working together, or individually if
you're working remotely:
■ Set aside the two days and plan on
attending the event
GAIL PERRY, CPA
Editor-in-Chief
gail.perry@cpapracticeadvisor.com
@gperrycpa
you're watching (use your group
communicat ion tool if you're
working remotely) - make notes
of the key points, the solutions
you might be able to incorporate
into your own practice; create a
to-do list as you go for items you
want to explore further when the
conference has ended
■ Send questions to the speakers
using the Q&A provided on our
platform (or you can even send
questions in advance to info@
ensuringsuccess.com)
You can attend alone or with a
group, from an office or from your
home or anywhere else. The sessions
will be recorded so you can
watch them later if you are unable
to attend live (however, no CPE/CE
credit for watching the recordings).
If you work with others in the
same company, this is the way we
Today's Technology for Tomorrow's Firm
NSA
Published by Endeavor Business Media, LLC
1233 Janesville Ave. | Fort Atkinson, WI 53538 | 920-563-6388 | 800-547-7377
VOLUME 31, NUMBER 10
Publisher: Barry Strobel
Editor-in-Chief: Gail Perry, CPA
Managing Editor: Isaac M. O'Bannon
Contributors: Ken Berry, J.D.
Jim Boomer, CPA.CITP
Kristy Short
Randy Johnston
Roman H. Kepczyk, CPA.CITP
Paul McDonald
Amy Vetter, CPA.CITP, CGMA
Becky Livingston
Garrett Wagner, CPA.CITP
Richard D. Alaniz, J.D.
Mary Girsch-Bock
Editorial Advisory Board:
Jim Bourke, CPA.CITP, CGMA, CFF
Jim Boomer, CPA.CITP, CGMA, MBA
Bob Cedergren, CPA.CITP, CGMA, CISA
Randy Johnston, MCS
Greg LaFollette, CPA.CITP, CGMA
Donny Shimamoto, CPA.CITP, CGMA
Doug Sleeter
Sandra Wiley, PHR, SPHR
ENDEAVOR BUSINESS MEDIA, LLC
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Article reprints: Brett Petillo
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michael.costantino@infogroup.com
Kevin Collopy, 402-836-6265
kevin.collopy@infogroup.com
■ Print out the agenda so everyone
in your group can check off the
sessions they want to attend
■ Plan your lunch/snacks - set up food
in your conference room if you're
all going to watch together; provide
remote workers with a carryout
meal or a gift card for food delivery
■ Discuss the topics together while
Today's Technology for Tomorrow's Firm
Practice Advisor (USPS 017-576), (ISSN 2160-8725 print; ISSN
2160-8733 online) is published four times per year (April,
June, August and December) by Endeavor Business Media
LLC incorporating two editions known as CPA Practice
Advisor and NSA Practice Advisor. Periodicals postage paid
at Fort Atkinson, WI 53538 and additional mailing offices.
POSTMASTER: Send address changes to Practice Advisor,
PO Box 3257, Northbrook, IL 60065-3257. Canada Post
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Subscriptions: Individual subscriptions are available
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Publisher reserves the right to reject non-qualified
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subscriptions payable in U.S. funds, drawn on U.S. bank.
Canadian GST#842773848. Back issue $10 prepaid, if
■When you have finished the
conference, download your CPE
certificates, look forward to a new
year of innovation and progress,
and celebrate!
We look forward to having
you join us on December 8 and 9,
from 9 a.m. to 5 p.m. ET both days.
Register at www.ensuringsuccess.
com, and then return to that site on
December 8 to start learning!
available. Printed in the USA. Copyright 2021 Endeavor
Business Media LLC.
All rights reserved. No part of this publication may be
reproduced or transmitted in any form or by any means,
electronic or mechanical, including photocopy, recordings
or any information storage or retrieval system, without
permission from the publisher.
Endeavor Business Media LLC does not assume and hereby
disclaims any liability to any person or company for any
loss or damage caused by errors or omissions in the
material herein, regardless of whether such errors result
from negligence, accident or any other cause whatsoever.
The views and opinions in the articles herein are not to be
taken as official expressions of the publishers, unless so
stated. The publishers do not warrant, either expressly or
by implication, the factual accuracy of the articles herein,
nor do they so warrant any views or opinions offered by
the authors of said articles.
The opinions given by contributing authors are their own
and are not the opinions of our staff. All trademarks used
are the property of their respective owner.
4 NOVEMBER 2021 ■ www.CPAPracticeAdvisor.com
http://www.ensuringsuccess.com http://www.ensuringsuccess.com http://www.endeavorbusinessmedia.com 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
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
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