june2021 - 3

JUNE 2021
VOLUME 31
NUMBER 5
5
15
ISSUE FOCUS:
FINANCIAL PLANNING
12 Strengthen Your Client
Relationships with Financial
Planning
By Mary Girsch-Bock
COLUMNS
4 FROM THE EDITOR:
On Being a Cook and
an Accountant
By Gail Perry, CPA, Editor-in-Chief
5 THE LEADERSHIP ADVISOR:
Better Advisory Through
Genuine Connection
By Amy Vetter, CPA.CITP, CGMA
8 FROM THE TRENCHES:
Client Experience for Today:
Personal Tax Advisory
By Randy Johnston
14 THE LABOR LAW ADVISOR:
Problem Employees: Develop
or Dismiss?
By Richard D. Alaniz, J.D.
15 THE MILLENNIAL ADVISOR:
FOMO
By Garrett Wagner, CPA.CITP
WEB EXCLUSIVES
CHECK OUT OUR PRODUCT & SERVICE GUIDE
www.CPAPracticeAdvisor.com/directory
WHO GETS THE MONTHLY CHILD TAX CREDIT
PAYMENTS?
www.CPAPracticeAdvisor.com/21225940
BDO DEVELOPS FLEXIBLE WORKPLACE
STRATEGY
www.CPAPracticeAdvisor.com/21225678
NEW AICPA AUDIT STANDARD ON USE OF
SPECIALISTS AND PRICING INFORMATION
www.CPAPracticeAdvisor.com/21225921
IRS ACCEPTING APPLICATIONS FOR IRSAC
www.CPAPracticeAdvisor.com/21225406
AICPA SURVEY FINDS BUSINESS OPTIMISM
AT 3-YEAR HIGH
www.CPAPracticeAdvisor.com/21225397
16 THE STAFFING &
HR ADVISOR:
9 Ways Accountancy
Consultants Can Benefit
Small Businesses
By Paul McDonald
35 BRIDGING THE GAP:
6 Essential Measurements
of Firm Culture
By Sandra Wiley
FEATURES
6 AICPA Proposes New
Quality Management
Standards for Firms
By Sibi Thomas, CPA, CFE, CGMA
18 APPS WE LOVE:
Reference Apps
By Gail Perry, CPA, Editor-in-Chief
19 Using Agile Methodology on
the Digital Transformation
Journey
By Jim Grundner
22 A Covid Tax Season PostMortem
for 2021
By Richard Laviña
24 2021 State of Accounting
Staffing
By Jodi Chavez
25 Stuck in the Middle
By Chris Kiehn
26 3 Tips for Finding Remote
Staff During Covid
By Josh Lance, CPA, CGMA
29 Finance Leaders Depend on
Business Intelligence to Drive
Change
By Chen Amit
30 A Guide to Earning and
Managing CPE Credits
By Jason Schow
32 Is a Niche Marketing Strategy
Possible for Small Firms
By Jean Caragher
33 Post-Pandemic Priorities:
Reassess Your Target
Markets
By Jennifer Marsnik
34 What to Know When
Measuring Your Team's
Productivity
By Shahram Zarshenas
28 THE PROADVISOR SPOTLIGHT:
Sponsored Content
QuickBooks Online
Innovations: What You Need
to Know
20 AICPA NEWS
A round up of recent
association news and events.
22
MARKETING YOUR FIRM
17 How to Use Polls to Measure
Your Clients' Needs
By Becky Livingston
JUNE 2021 ■ www.CPAPracticeAdvisor.com
3

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june2021

Table of Contents for the Digital Edition of june2021

From the Editor: On Being a Cook and Accountant
The Leadership Advisor: Better Advisory Through Genuine Connection
AICPA Proposes New Quality Management Standards for Firms
From the Trenches: Client Experience for Today: Personal Tax Advisory
Strengthen Your Client Relationships with Financial Planning
The Labor Law Advisor: Problem Employees: Develop or Dismiss
The Millennial Advisor: FOMO
The Staffing & HR Advisor: 9 Ways Accountancy Consultants Can Benefit Small Businesses
Marketing Your Firm: How to Use Polls to Measure Your Clients' Needs
Apps We Love: Reference Apps
Using Agile Methodology on The Digital Transformation Journey
AICPA News: A round up of recent association news and events.
A Covid Tax Season Post-Mortem for 2021
2021 State of Accounting Staffing
Stuck in the Middle
3 Tips for Finding Remote Staff During Covid
The ProAdvisor Spotlight: QuickBooks Online Innovations: What You Need to Know
Finance Leaders Depend on Business Intelligence to Drive Change
A Guide to Earning and Managing CPE Credits
Is a Niche Marketing Strategy Possible for Small Firms
Post-Pandemic Priorities: Reassess Your Target Markets
What to Know When Measuring Your Team's Productivity
Bridging the Gap: 6 Essential Measurements of Firm Culture
june2021 - 1
june2021 - 2
june2021 - 3
june2021 - From the Editor: On Being a Cook and Accountant
june2021 - The Leadership Advisor: Better Advisory Through Genuine Connection
june2021 - AICPA Proposes New Quality Management Standards for Firms
june2021 - 7
june2021 - From the Trenches: Client Experience for Today: Personal Tax Advisory
june2021 - 9
june2021 - 10
june2021 - 11
june2021 - Strengthen Your Client Relationships with Financial Planning
june2021 - 13
june2021 - The Labor Law Advisor: Problem Employees: Develop or Dismiss
june2021 - The Millennial Advisor: FOMO
june2021 - The Staffing & HR Advisor: 9 Ways Accountancy Consultants Can Benefit Small Businesses
june2021 - Marketing Your Firm: How to Use Polls to Measure Your Clients' Needs
june2021 - Apps We Love: Reference Apps
june2021 - Using Agile Methodology on The Digital Transformation Journey
june2021 - AICPA News: A round up of recent association news and events.
june2021 - 21
june2021 - A Covid Tax Season Post-Mortem for 2021
june2021 - 23
june2021 - 2021 State of Accounting Staffing
june2021 - Stuck in the Middle
june2021 - 3 Tips for Finding Remote Staff During Covid
june2021 - 27
june2021 - The ProAdvisor Spotlight: QuickBooks Online Innovations: What You Need to Know
june2021 - Finance Leaders Depend on Business Intelligence to Drive Change
june2021 - A Guide to Earning and Managing CPE Credits
june2021 - 31
june2021 - Is a Niche Marketing Strategy Possible for Small Firms
june2021 - Post-Pandemic Priorities: Reassess Your Target Markets
june2021 - What to Know When Measuring Your Team's Productivity
june2021 - Bridging the Gap: 6 Essential Measurements of Firm Culture
june2021 - 36
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