CPA Practice Advisor

MAY 2013

Today's Technology for Tomorrow's Firm.

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VOLUME 23, NUMBER 5 COVER PHOTO BY: JIN PARK 6 8 14 CONTENTS COVER STORY 8 Surviving the Storm: Faced with client losses & homeless staff, how WithumSmith+ Brown overcame Hurricane Sandy By Isaac M. O'Bannon, Editor COLUMNS 4 My Perspective: Proud to be Part of the Profession By M. Darren Root, CPA.CITP, Executive Editor 14 Marketing in Practice: 4 Tips for a Successful Client Newsletter By Kristy Short, Ed.D 19 Monthly Micro Apps: Lose Your Mobile Device? There's an App to Get it Back By Brian Tankersley, CPA.CITP, Technology Editor 20 From the Trenches: Improving Document Management: What Your Firm Can Do By Randy Johnston 45 Business in Practice: What's Up with Paper? By Rene Lacerte 54 Bridging the Gap: Work is What You Do, Not Where You Go! By Jim Boomer, CPA.CITP FEATURES 6 22 SPECIAL: Who's Who Among Those Serving The Tax & Accounting Profession 50 By Isaac M. O'Bannon, Editor 50 A Picture Perfect Duo: Florida CPA Helps Grow Freelance Camera Rental Company By Taija Jenkins, Associate Editor 52 How Building a Firm of the Future is Paying Off for Baldwin CPAs By Isaac M. O'Bannon, Editor 2013 PRODUCT REVIEWS 12 Tax Compliance: Advanced Workfow Solutions By Steven Phelan, CPA 16 Tax Compliance: Traditional Workfow Solutions By Brian Tankersley, CPA.CITP, Technology Editor 46 Document Management Solutions By Brian Tankersley, CPA.CITP, Technology Editor WEB EXCLUSIVES Take our Productivity Survey www.CPAPracticeAdvisor.com/productivity-survey Find the Best Fit for Document Management www.CPAPracticeAdvisor.com/dms-survey Check out our Online Buyer's Guide www.CPAPracticeAdvisor.com/directory 5 Things Owners Buy By John Warrillow Share Your Thoughts on our Blog www.CPAPracticeAdvisor.com/blogs May 2013 • www.CPAPracticeAdvisor.com 3

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