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

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

CORONAVIRUS AFFECTS RETAIL IMPORTS
www.CPAPracticeAdvisor.com/21125218

HOW TO QUICKLY REGISTER FOR SALES
TAXES IN NEW STATES
www.CPAPracticeAdvisor.com/21124898

HOW TO WIN THE RECRUITING AND
RETENTION RACE
www.CPAPracticeAdvisor.com/21124597

2

FEBRUARY 2020 ■

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WORKERS WANT TO KNOW COMPANY
FINANCIAL HEALTH
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IRS CREATES LARGE PRINT TAX FORM
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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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