CPA Practice Advisor - 3

JUNE 2019
VOLUME 29
NUMBER 5

17
ISSUE FOCUS:

23

COVER STORY:

28 THE LEADERSHIP ADVISOR:
How to Adapt Our Habits to
Create Stronger Connections
at Work

6 2019 Most Powerful
Women in Accounting

29 THE STAFFING &

TAX SEASON

Amy Vetter, CPA.CITP, CGMA

HR ADVISOR:

By Isaac M. O'Bannon,
Managing Eiditor

2019 PRODUCT REVIEWS
10 TAX PREPARATION SYSTEMS
By Mary Girsch-Bock

COLUMNS
4

FROM THE EDITOR:

Change is in the Air

How to Quit Your Job
Gracefully
By Paul McDonald

32 LEAN SIX SIGMA ADVISOR:
4 Steps to Ensure a Return on
Your Technology Investment
By Arianna Campbell

34 BRIDGING THE GAP:
Automation is Here. How Are
You Leveraging It?
By Jim Boomer, CPA.CITP

By Gail Perry, CPA, Editor-in-Chief

23 THE MILLENNIAL ADVISOR:
Gone!?!
By Garrett Wagner, CPA.CITP

FEATURES
8

24 THE 21ST CENTURY

By Randy Sadler, CIC Servcies

ACCOUNTANT:

The Four Stages of
Robotic Process Automation
By Brian F. Tankersley, CPA, CGMA

Protect & Build Wealth
Through Captive Insurance

17 How Simplification Has
Complicated the Tax Office of
the Future

26 FROM THE TRENCHES:
Do Your Best Leadership
By Randy Johnston

32

22 APPS WE LOVE:
Legal Services
By Gail Perry, CPA, Editor-in-Chief

A YEAR IN THE LIFE OF A
PAYROLL ACCOUNTANT:

18 Can Employers Make Direct
Deposit Mandatory?
By Rachel Blakely-Gray

19

Think Twice Before Not
Paying Summer Interns
By James Paille, CPP

BUILDING YOUR NICHE
PRACTICE: LAW FIRM CLIENTS

20 How to Gain Law Firm
Clients With Clever
Marketing
By Becky Livingston

25 THE PROADVISOR SPOTLIGHT:
Next Day Funding for ACH:
Powerful Payment
Processing That Drives
Prosperity
30 Don't Delay Implementing
New Revenue Recognition
Standard
By Yaury A. Jattin and
Tanya Ferreiro

31 AICPA NEWS
AICPA News is a roundup of
the top articles regarding the
AICPA each month.
33 How to Prepare for
Summer and Not Leave Your
Business Stranded
By Nellie Akalp

20 How to Set Up the Chart
of Accounts for Law Firm
Clients
By Brandy Derrick

20 Resources for the Law Firm
Accountant

By Ryan Gamble, Managing
Director; Philip R. Pulliam, Director;
and Lauren Pozna, Associate,
Riveron

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

IRS COLLECTED $3.5 TRILLION IN 2018
www.CPAPracticeAdvisor.com/21081737

ARE VACATIONS WORTH THE DEBT?
www.CPAPracticeAdvisor.com/21081409

MILLENNIALS OFF TO GOOD START ON
RETIREMENT SAVINGS
www.CPAPracticeAdvisor.com/21081707

COST REDUCTION IS ONE OF THE TOP
CHALLENGES FOR BUSINESSES
www.CPAPracticeAdvisor.com/21081454

IRS ADDS NEW REQUIREMENT FOR
EIN APPLICATIONS
www.CPAPracticeAdvisor.com/21080153

JUNE 2019 ■

www.CPAPracticeAdvisor.com

3


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CPA Practice Advisor

Table of Contents for the Digital Edition of CPA Practice Advisor

2019 Most Powerful Women in Accounting
2019 Product Review - Tax Preparation Systems
From the Editor: Change is in the Air
The Millennial Advisor: Gone!?!
The 21st Century Accountant: The Four Stages of Robotic Process Automation
From the Trenches: Do Your Best Leadership
The Leadership Advisor: How to Adapt Our Habits to Create Stronger Connections at Work
The Staffing & HR Advisor: How to Quit Your Job Gracefully
Lean Six Sigma Advisor: 4 Steps to Ensure a Return on Your Technology Investment
Bridging the Gap: Automation is Here. How Are You Leveraging It?
Protect & Build Wealth Through Captive Insurance
How Simplification Has Complicated the Tax Office of the Future
Apps We Love: Legal Services
Can Employers Make Direct Deposit Mandatory?
Think Twice Before Not Paying Summer Interns
How to Gain Law Firm Clients With Clever Marketing
How to Set Up the Chart of Accounts for Law Firm Clients
Resources for the Law Firm Accountant
The ProAdvisor Spotlight: Next Day Funding for ACH: Powerful Payment Processing that Drives Prosperity
Don't Delay Implementing New Revenue Recognition Standard
AICPA News
How to Prepare for Summer and Not Leave Your Business Stranded
CPA Practice Advisor - 1
CPA Practice Advisor - 2
CPA Practice Advisor - 3
CPA Practice Advisor - From the Editor: Change is in the Air
CPA Practice Advisor - 5
CPA Practice Advisor - 2019 Most Powerful Women in Accounting
CPA Practice Advisor - 7
CPA Practice Advisor - Protect & Build Wealth Through Captive Insurance
CPA Practice Advisor - 9
CPA Practice Advisor - 2019 Product Review - Tax Preparation Systems
CPA Practice Advisor - 11
CPA Practice Advisor - 12
CPA Practice Advisor - 13
CPA Practice Advisor - 14
CPA Practice Advisor - 15
CPA Practice Advisor - 16
CPA Practice Advisor - How Simplification Has Complicated the Tax Office of the Future
CPA Practice Advisor - Can Employers Make Direct Deposit Mandatory?
CPA Practice Advisor - Think Twice Before Not Paying Summer Interns
CPA Practice Advisor - Resources for the Law Firm Accountant
CPA Practice Advisor - 21
CPA Practice Advisor - Apps We Love: Legal Services
CPA Practice Advisor - The Millennial Advisor: Gone!?!
CPA Practice Advisor - The 21st Century Accountant: The Four Stages of Robotic Process Automation
CPA Practice Advisor - The ProAdvisor Spotlight: Next Day Funding for ACH: Powerful Payment Processing that Drives Prosperity
CPA Practice Advisor - From the Trenches: Do Your Best Leadership
CPA Practice Advisor - 27
CPA Practice Advisor - The Leadership Advisor: How to Adapt Our Habits to Create Stronger Connections at Work
CPA Practice Advisor - The Staffing & HR Advisor: How to Quit Your Job Gracefully
CPA Practice Advisor - Don't Delay Implementing New Revenue Recognition Standard
CPA Practice Advisor - AICPA News
CPA Practice Advisor - Lean Six Sigma Advisor: 4 Steps to Ensure a Return on Your Technology Investment
CPA Practice Advisor - How to Prepare for Summer and Not Leave Your Business Stranded
CPA Practice Advisor - Bridging the Gap: Automation is Here. How Are You Leveraging It?
CPA Practice Advisor - 35
CPA Practice Advisor - 36
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