VOLUME 21, NUMBER 5 12 10
CONTENTS COVER STORY
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Building a Firm for the Next Generation By M. Darren Root, CPA.CITP, Executive Editor
COLUMNS
3 My Perspective: To the Cloud or Not to the Cloud, That Was the Question By M. Darren Root, CPA.CITP, Executive Editor
10 Tips & Tricks: 5 Hardware Tools that Mean Business For Small Businesses By Isaac M. O'Bannon, Technology Editor
16 From The Trenches: Switching Software for Better Client Service By Randy Johnston
17 Technology in Practice: 5 Outlook Email Tips to Improve Productivity By Roman Kepczyk, CPA.CITP
18 The Change Agent: Co mfortable No More: 3 Things You Must Do Now By Jason Blumer, CPA.CITP
24 Successful Small Business Consulting: Approaching Zero Data Entry — How Could That Be? By Doug Sleeter
ON THE WEB
WEBINARS FOR CPE 23 Mobile & Online Expense Management ONLINE EXCLUSIVES
A 12-point Checklist for Disaster Recovery Planning By Scott Cytron www.CPAPracticeAdvisor.com/10323623
4 September 2011 • www.CPAPracticeAdvisor.com UNDER
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26 The Peachtree Perspective: The Peachtree Perspective becomes The Sage Perspective By Brian Tankersley, CPA.CITP, Technical Editor
42 Behind The Scenes: How Commitment & Change Go Hand in Hand By Jim Baker, Publisher
FEATURES 8
12
Great Practices: Marketing Takes Center Stage By Kristy Short, Ed.D
Mobile Technology: A look at today's landscape and how these tools can help you better serve clients By Kara Haas
27 A Challenge to the 2011 40 under 40 Honorees: Create a Vision By Mary McBain, MS, CPA.CITP
40 Productivity in Practice: The Blue Collar CPA By Isaac M. O'Bannon, Technology Editor
PRODUCT REVIEWS
20 Winning With Client Write-Up By Isaac M. O'Bannon, Technology Editor
30 4 Models To Position Payroll As A Profit Center By Steven Phelan, CPA.CITP
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
Share Your Thoughts on our Blog www.CPATechViews.com
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SCAN A TAG Hold your smartphone's camera over a tag and – voila! – you'll be on your way!
EASY AS
1 - 2 - 3!! 1
ON YOUR MARK Download a free QR Code Reader app (such as i-nigma QR Code or Qrafter).
2
GET SET Open the QR Code Reader and look for the tags in this issue (pages 2, 23, 39 & 44). Here's a sample that will let you connect with us on Facebook.