july2021 - 3

JULY 2021
VOLUME 31
NUMBER 6
6
14
ISSUE FOCUS:
CAS
5 Expand Your Practice with
Advisory Services
By Mary Girsch-Bock
6 Essential Steps to Transition
into Advisory Services
By Jim Buffington
7 Mindset Shifts That Lead to
Positive Business Outcomes
By Jasen Stine and Marty French
8 How to Decide and Pitch
Your Firm's CAS Pricing
By Hitendra R. Patil
COLUMNS
4 FROM THE EDITOR:
Getting Back to Work
By Gail Perry, CPA, Editor-in-Chief
10 FROM THE TRENCHES:
Client Experience for Today
- Client Advisory Services
By Randy Johnston
WEB EXCLUSIVES
CHECK OUT OUR PRODUCT & SERVICE GUIDE
www.CPAPracticeAdvisor.com/directory
IRS ALLOWS E-SIGNATURES FOR ESTATE AND GIFT TAX RETURNS
www.CPAPracticeAdvisor.com/21153791
SALARY & BENEFITS TRENDS DURING COVID
www.CPAPracticeAdvisor.com/21153923
5 WAYS A CRISIS CAN HELP DRIVE INNOVATION
www.CPAPracticeAdvisor.com/21153200
12 THE LEADERSHIP ADVISOR:
How to Create a Comfortable
Return to the Office
By Amy Vetter, CPA.CITP, CGMA
14 THE LABOR LAW ADVISOR:
Where Have All the
Workers Gone?
By Richard D. Alaniz, J.D.
15 THE MILLENNIAL ADVISOR:
Dress Code 1, 2, 3
By Garrett Wagner, CPA.CITP
16 THE STAFFING &
HR ADVISOR:
How a Hybrid Work Model
Can Help Your Team in the
New Normal
By Paul McDonald
25 BRIDGING THE GAP:
4 Essentials of Process
Improvement
By Arianna Campbell
FEATURES
13 THE PROADVISOR SPOTLIGHT:
Sponsored Content
Enhancements to
QuickBooks Invoicing Speeds
Up Payments for Your Clients
MARKETING YOUR FIRM
17 10 Content Development
Hacks for Small Firms
By Becky Livingston
18 APPS WE LOVE:
Books & Reading Apps
By Gail Perry, CPA, Editor-in-Chief
ARCHIVED
WEBCASTS
www.CPAPracticeAdvisor.com/webinars
* Leveraging Client Relationship Management (CRM) to Grow Your
Firm AND Your Profits
* Driving Growth with Strategic Technology Planning
* Take Your Digital Tax Prep and Compliance Workflow to the Cloud
* Paperless Organizers in 2021: Reality or Myth?
* Building Momentum with Agile Firm Management Strategies
* SOS: How to Enable a Distributed Workforce with the Cloud
JULY 2021 ■ www.CPAPracticeAdvisor.com
3
18
20 AICPA NEWS
A round up of recent
association news and events.
21 AI's Growing Influence Over
CPA Services
By Ernie Villany, CPA
22 Everything You Need to Know
About LLCs to Help Your
Clients
By Nellie Akalp
24 6 Effective Strategies for
CPAs to Build Trust with
Clients
By Lyle Solomon, J.D.

http://www.CPAPracticeAdvisor.com/webinars http://www.CPAPracticeAdvisor.com/directory http://www.CPAPracticeAdvisor.com/21153791 http://www.CPAPracticeAdvisor.com/21153923 http://www.CPAPracticeAdvisor.com/21153200 http://www.CPAPracticeAdvisor.com

july2021

Table of Contents for the Digital Edition of july2021

From the Editor: Getting Back to Work
Expand Your Practice with Advisory Services
Essential Steps to Transition into Advisory Services
Mindset Shifts That Lead to Positive Business Outcomes
How to Decide and Pitch Your Firms CAS Pricing
From the Trenches: Client Experience for Today – Client Advisory Services
The Leadership Advisor: How to Create a Comfortable Return to the Office
The ProAdvisor Spotlight: Enhancements to QuickBooks Invoicing Speeds Up Payments for Your Clients
The Labor Law Advisor: Where Have All the Workers Gone?
The Millennial Advisor: Dress Code 1, 2, 3
The Staffing & HR Advisor: How a Hybrid Work Model Can Help Your Team in the New Normal
Marketing Your Firm: 10 Content Development Hacks for Small Firms
Apps We Love: Books & Reading Apps
AICPA News: A Round Up of Recent Association News and Events
AI's Growing Influence Over CPA Services
Everything You Need to Know About LLCs to Help Your Clients
6 Effective Strategies for CPAs to Build Trust with Clients
Bridging the Gap: 4 Essentials of Process Improvement
july2021 - 1
july2021 - 2
july2021 - 3
july2021 - From the Editor: Getting Back to Work
july2021 - Expand Your Practice with Advisory Services
july2021 - Essential Steps to Transition into Advisory Services
july2021 - Mindset Shifts That Lead to Positive Business Outcomes
july2021 - How to Decide and Pitch Your Firms CAS Pricing
july2021 - 9
july2021 - From the Trenches: Client Experience for Today – Client Advisory Services
july2021 - 11
july2021 - The Leadership Advisor: How to Create a Comfortable Return to the Office
july2021 - The ProAdvisor Spotlight: Enhancements to QuickBooks Invoicing Speeds Up Payments for Your Clients
july2021 - The Labor Law Advisor: Where Have All the Workers Gone?
july2021 - The Millennial Advisor: Dress Code 1, 2, 3
july2021 - The Staffing & HR Advisor: How a Hybrid Work Model Can Help Your Team in the New Normal
july2021 - Marketing Your Firm: 10 Content Development Hacks for Small Firms
july2021 - Apps We Love: Books & Reading Apps
july2021 - 19
july2021 - AICPA News: A Round Up of Recent Association News and Events
july2021 - AI's Growing Influence Over CPA Services
july2021 - Everything You Need to Know About LLCs to Help Your Clients
july2021 - 23
july2021 - 6 Effective Strategies for CPAs to Build Trust with Clients
july2021 - Bridging the Gap: 4 Essentials of Process Improvement
july2021 - 26
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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
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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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