Gail Perry

Editor-in-Chief

Gail Perry, CPA,  is the editor-in-chief of CPA Practice Advisor. She also speaks at many accounting events, trade shows, and webinars. She is the author of over 30 books (including Mint.com For Dummies and QuickBooks 2014 On Demand), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelors degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in the firm's Chicago tax department. She has taught college-level accounting principles and personal finance, and was on staff for 10 years at the Indiana CPA Society as a computer applications instructor. Gail was the publisher and editor-in-chief of AccountingWEB before joining the CPA Practice Advisor team.

May 31, 2017 

AbacusNext Acquires OfficeTools

AbacusNext, a Technology-as-a-Service (TaaS) provider for the legal and accounting professions, is pleased to announce the acquisition of OfficeTools, maker of practice management software WorkSpace. With its productivity-enhancing software suite, the acquisition of OfficeTools allows AbacusNext to provide cloud-enabled and fully-integrated practice management solutions to CPAs and accounting professionals at large. This acquisition comes within...…

Gail Perry

May 22, 2017 

Apps We Love: Insurance Tools

When you’re thinking about your insurance needs, where do you turn? We wondered if there were apps to help us and started doing some research. Here’s what we found, with the help of some of our members of the CPA Practice Advisor community.

Gail Perry

May 22, 2017 

Spring Cleaning and a Fresh Start

It’s Spring and that gets me thinking about renewal, growth, and change. I’ve been engaged (in what spare time I can find) in a spring cleaning project that includes inventorying my books and also the boxes that are stored in our attic.

Gail Perry

April 25, 2017 

Tax Client Procrastination Can Equate to Fear

As you look back at tax season, for those of you who are tax accountants or even those who hear from your clients asking for recommendations for tax advisors, think about all of the frustration, grief, fear, stagnation, and bad judgment that came in ...

Gail Perry

April 24, 2017 

Apps We Love: Email Management

You’ve just spent your busy season juggling projects and are probably already thinking about how you could make your life easier going forward and in particular next spring. We’ve done some investigation and have requested input from members of the ...

Gail Perry

March 24, 2017 

March 2017 Payroll Channel

Top Payroll Social Media Posts Employers: Follow your processes to avoid FMLA liability – Lexology: http://bit.ly/2lYXaeh Focus on the FMLA Part III – JDSupra Business Advisor: http://bit.ly/2n2a2l6 5 Benefits of Using HR Software – Oxgadgets blog: http://bit.ly/2lYYDBm The Rise of the Chief Learning Officer in the War for Talent – Bloomberg BNA HR blog: http://bit.ly/2mxKJcT...…

Gail Perry

March 23, 2017 

March 2017 Accounting & Auditing Channel

Top Social Media A&A Posts Internal audit has an integral role to play in improving the organization’s strategic performance – The Institute of Internal Auditors blog: https://iaonline.theiia.org/2017/Pages/Auditing-Organizational-Governance.aspx?utm_campaign=February+2017&utm_medium=social&utm_postdate=03%2F02%2F17&utm_source=twitter Beyond the Spreadsheet: Technological Changes Mean Industry Innovation for CPAs – NYSSCPA The Trusted Professional: http://www.nysscpa.org/news/publications/the-trusted-professional/article/beyond-the-spreadsheet-technological-changes-mean-industry-innovations-for-cpas?linkId=35081587#sthash.yj77QV8e.Y2IuyRTU.dpbs Take control of Your Debt Collection Efforts by Partnering with a Collection...…

Gail Perry

March 23, 2017 

March 2017 Tax Channel

Top Tax Social Media Posts: Your Guide to Claiming the R&D Tax Credit – CFO.com: http://bit.ly/2n3BmPK Construction and Sales Tax – Wolters Kluwer SalesTax.com blog: http://bit.ly/2n3uHVT How Does Your Tax Refund Compare? – Kelly Phillips Erb TaxGirl blog: http://bit.ly/2lVxL4n How to Handle Gambling Wins and Losses This Tax Season – TheStreet blog: http://bit.ly/2nbWvq7 How High...…

Gail Perry

March 23, 2017 

March 2017 Firm Management Channel

Top Firm Management Social Media Posts: 5 Time Management Mistakes You’re Making Without Even Realizing It – Clients A.R.M. (Accounts Receivable Management) blog: https://www.clientsarm.com/5-time-management-mistakes-youre-making-without-even-realizing/ How Can You Make the SHIFT to Trusted Advisor? – Accountext Report blog: https://www.sleeter.com/blog/2017/03/can-make-shift-trusted-advisor/ How to Write a Social Media Policy for Your Company – Hootsuite blog: https://blog.hootsuite.com/social-media-policy-for-employees/ Simple Twitter Analytics...…

Gail Perry

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Contributors

Amy Vetter

Amy Vetter

CPA, CITP, CGMA

Becky Livingston

Becky Livingston

Accounting & AI Marketing Consultant

Brian Tankersley

Brian Tankersley

CPA, CITP, CGMA

Garrett Wagner

Garrett Wagner

CPA, CITP, CEO and Founder of C3 Evolution Group

Jim Boomer (WB)

Jim Boomer

CPA, CITP, CEO

Ken Berry, JD

Ken Berry, JD

CPA Practice Advisor Tax Correspondent

Kristy Short, Ed.D.

Kristy Short, Ed.D.

Accounting Content Specialist

Mary Girsch-Bock

Mary Girsch-Bock

Contributing Writer

Kepczyk 2019 5c6da0647d129

Roman Kepczyk

CPA, CITP, CGMA

Steve Saah

Steve Saah

Executive Director, Robert Half