CPA Practice Advisor - 2
FEBRUARY 2020
VOLUME 30
NUMBER 1
6
COVER STORY:
6 THREE SECRETS TO
ENSURE SUCCESSFUL
(AND PROFITABLE) CLIENT
MEETINGS
By M. Darren Root,
CPA.CITP, CGMA
2020 PRODUCT REVIEWS
10 CRM SYSTEMS FOR
ACCOUNTING FIRMS
By Mary Girsch-Bock
8 TECHNOLOGY IN PRACTICE:
CES 2020 Highlighs: New
Workstations for Accountants
By Roman Kepczyk, CPA.CITP
12 THE STAFFING &
HR ADVISOR:
5 Tips to Prevent Staff
Burnout During Tax Season
SYSTEMS
By Mary Girsch-Bock
COLUMNS
3 FROM THE EDITOR:
It's Really the 21st
Century Now
By Gail Perry, CPA, Editor-in-Chief
21
FEATURES
24 AICPA NEWS
A round-up of recent
association news and events.
A YEAR IN THE LIFE OF A
PAYROLL ACCOUNTANT:
22 What is a Payroll Lookback
Period for Forms 941 and
944?
By Mike Kappell, Patriot Software
13 THE PROADVISOR SPOTLIGHT:
Sponsored Content
Take the Pain Out of Payroll
with New Features in
QuickBooks Online Payroll
By Paul McDonald
17 THE LEADERSHIP ADVISOR:
A Different Kind of Value:
Defining Your Professional
Purpose
By Amy Vetter, CPA.CITP, CGMA
14 EXPENSE MANAGEMENT
8
20 THE MILLENNIAL ADVISOR:
"Alexa, Call My Accountant":
Staying Relevant in an AI
World
18 Apps We Love: Meeting &
Calendar Apps
By Gail Perry, CPA, Editor-in-Chief
21 Three Visionary Trends to
Consider in 2020
By Jodi Chavez, Randstad US
25
By Garrett Wagner, CPA
25 BRIDGING THE GAP:
Six Steps for Adopting a
Growth Mindset
By Jim Boomer, CPA.CITP
4 FROM THE TRENCHES:
Do You Have a Clear
Technology Vision?
By Randy Johnston
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CPA Practice Advisor
Table of Contents for the Digital Edition of CPA Practice Advisor
From the Editor: It's Really the 21st Century Now
From the Trenches: Do You Have a Clear Technology Vision?
Three Secrets to Ensure Successful (And Profitable) Meetings
Technology In Practice: CES 2020 Highlights: New Workstations for Accountants
2020 Product Reviews: CRM Systems for Accounting Firms
The Staffing & HR Advisor: 5 Tips to Prevent Staff Burnout During Tax Season
The ProAdvisor Spotlight: Take the Pain Out of Payroll with New Features in QuickBooks Online Payroll
2020 Product Reviews: Expense Management Systems
The Leadership Advisor: A Different Kind of Value: Defining Your Professional Purpose
Apps We Love: Meeting & Calendar Apps
The Millennial Advisor: "Alexa, Call My Accountant": Staying Relevant in an AI World
Three Visionary Trends to Consider in 2020
A Year in the Life of a Payroll Accountant: What is a Payroll Lookback Period for Forms 941 and 944?
AICPA News: A Round-up of Recent Association News and Events
Bridging the Gap: Six Steps for Adopting a Growth Mindset
CPA Practice Advisor - 1
CPA Practice Advisor - 2
CPA Practice Advisor - From the Editor: It's Really the 21st Century Now
CPA Practice Advisor - From the Trenches: Do You Have a Clear Technology Vision?
CPA Practice Advisor - 5
CPA Practice Advisor - Three Secrets to Ensure Successful (And Profitable) Meetings
CPA Practice Advisor - 7
CPA Practice Advisor - Technology In Practice: CES 2020 Highlights: New Workstations for Accountants
CPA Practice Advisor - 9
CPA Practice Advisor - 2020 Product Reviews: CRM Systems for Accounting Firms
CPA Practice Advisor - 11
CPA Practice Advisor - The Staffing & HR Advisor: 5 Tips to Prevent Staff Burnout During Tax Season
CPA Practice Advisor - The ProAdvisor Spotlight: Take the Pain Out of Payroll with New Features in QuickBooks Online Payroll
CPA Practice Advisor - 2020 Product Reviews: Expense Management Systems
CPA Practice Advisor - 15
CPA Practice Advisor - 16
CPA Practice Advisor - The Leadership Advisor: A Different Kind of Value: Defining Your Professional Purpose
CPA Practice Advisor - Apps We Love: Meeting & Calendar Apps
CPA Practice Advisor - 19
CPA Practice Advisor - The Millennial Advisor: "Alexa, Call My Accountant": Staying Relevant in an AI World
CPA Practice Advisor - Three Visionary Trends to Consider in 2020
CPA Practice Advisor - A Year in the Life of a Payroll Accountant: What is a Payroll Lookback Period for Forms 941 and 944?
CPA Practice Advisor - 23
CPA Practice Advisor - AICPA News: A Round-up of Recent Association News and Events
CPA Practice Advisor - Bridging the Gap: Six Steps for Adopting a Growth Mindset
CPA Practice Advisor - 26
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