Building an adaptive (and successful!) culture in your firm

Adrian-Simmons-Google-Hangout-recording-screen-capture-wpWe recently had the chance to chat via Google Hangout with Adrian Simmons (@AdrianGSimmons), Chief Creative Designer at David G. Simmons, CPA, about building an adaptive culture in your firm. Change can be intimidating, especially when you’ve been in practice for a while, but Adrian shared why he believes that changing adaptively is crucial to your success as an accounting professional.

You can view the recorded Google Hangout on demand HERE.

Adrian has taken the time to build a creative, adaptive culture in his firm, with the aim of remaining agile with new developments in technology, requirements, and client needs. It hasn’t always been easy to accomplish, but his firm has already begun to see great results. A few key takeaways from the session include:

  • Building an adaptive culture is an investment. You may not see results overnight, but it will make all the difference in the world in the long run.
  • Set time in your schedule specifically for creativity. If you need to block off one morning, or even one full day per week, do it.
  • You can’t drink from the fire hose, but you can pick one stream. Approach change this way and it will be less overwhelming.

Adrian had plenty more wisdom to share, so be sure to check out the full recording. And keep the conversation going on Google+ by posting your thoughts, comments, and questions on the event page.

Watch the Recording

Meet Sage One Accountant Edition (Canada) in a December webcast

SageOneFB_CA2Be sure to meet Sage One Accountant Edition (Canada) in one of our free December webcasts and discover how working in the cloud can benefit both you and your clients.

Introduction: Sage One and the cloud

In this webcast you’ll learn about the cloud, the benefits of the cloud, and some of the basics features and functions of Sage One. This webcast will also give a live demo of Sage One so you can experience its ease-of-use and see how it can benefit both you and your clients.

Advanced: Detailed overview of Sage One

This webcast is designed for those of you that are already comfortable working in the cloud. In this webcast, you’ll learn about the many features available within the different Sage One solutions. You’ll also get information on how you can begin referring your clients to Sage One and the benefits you can receive by referring clients.

Get Sage One Accountant Edition today!

Also, if you haven’t signed up for your complimentary license of Sage One Accountant Edition[1], sign up today! This way, you’ll be even more “in the know” when you attend one of our “Meet Sage One Accountant Edition” webcasts.

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[1] Sage One Accountant Edition for qualified professionals only. To receive and maintain your Sage One Accountant Edition account, you must be an accountant or bookkeeper providing professional accounting or bookkeeping services for multiple fee-paying clients. If at any time Sage determines that you are no longer eligible, your Sage One Accountant Edition account will be terminated.

Meet Sage One Accountant Edition (U.S.) in a December webcast

SageOneFB_US2Be sure to meet Sage One Accountant Edition (U.S.) in one of our free December webcasts and discover how working in the cloud can benefit both you and your clients.

Introduction: Sage One and the cloud

In this webcast you’ll learn about the cloud, the benefits of the cloud, and some of the basics features and functions of Sage One. This webcast will also give a live demo of Sage One so you can experience its ease-of-use and see how it can benefit both you and your clients.

Advanced: Detailed overview of Sage One

This webcast is designed for those of you that are already comfortable working in the cloud. In this webcast, you’ll learn about the many features available within the different Sage One solutions. You’ll also get information on how you can begin referring your clients to Sage One and the benefits you can receive by referring clients.

Get Sage One Accountant Edition today!

Also, if you haven’t signed up for your complimentary license of Sage One Accountant Edition[1], sign up today! This way, you’ll be even more “in the know” when you attend one of our “Meet Sage One Accountant Edition” webcasts.

_________________________________________________________________
[1] Sage One Accountant Edition for qualified professionals only. To receive and maintain your Sage One Accountant Edition account, you must be an accountant or bookkeeper providing professional accounting or bookkeeping services for multiple fee-paying clients. If at any time Sage determines that you are no longer eligible, your Sage One Accountant Edition account will be terminated.

Get ready to capture and create value for your clients by attending this free Google Hangout with Ed Kless

ed-kless-photoWhy is pricing so important? Join Ed Kless, Sage senior director of partner development and strategy, on December 10 in a free Google Hangout where he’ll explain why pricing is such a huge factor in the success of your firm.

Register Now

Ed loves to find innovative ways to save time when it comes to creating manual reports and cumbersome spreadsheets . . . all while increasing revenue! He puts his energy into finding ground-breaking strategies that allow your clients to purchase your value, not your hours!

Register today to learn more how Ed can help you develop pricing choices and price strategies and share lessons around behavioral economics and why pricing is so important.

  • What: Google Hangout — Register Here
  • When: Wednesday, December 10, 1-2:30 p.m. ET (10-11:30 a.m. PT)
  • Topic: Get ready to capture and create value for your clients
  • Cost: No cost, compliments of Sage!

Google Hangout newbie? Not a problem!

If you’re new to Google Hangouts, no problem! Google Hangouts are super easy for you to get started on!

All you’ll need to do is sign up and then we’ll send you an email confirming your attendance with a link to join us on December 10. Click the link and be sure you can access the Hangout (you might need to login to Google+, but that should take just a minute if you’re not already registered with a Google account). Then, you just watch the Google Hangout like you would any other webcast, asking questions along the way via chat. Google Hangouts are much less polished than pre-recorded webcasts, but they’re also much more laid back and free-flowing in their conversation, kind of like hanging out with friends! We look forward to “hanging” out with you on December 10, so be sure to register today!

Advising your clients on registering to pay an employee in a new state

36433_SageAccSolutions_graphic04_403As your firm expands and you bring on more and more clients whose businesses continue to grow, it’s important to make sure that they comply with local and state regulations that affect them as employers.

If you have a client that plans to launch operations in a new state, chances are that your client will be required to register as an employer. Depending on state laws and the amount of business your client conducts in the new state, your client may be required to withhold state taxes from payroll checks and contribute to the state’s unemployment and/or disability insurance fund. This is where providing the right guidance and advice to your clients becomes so critical.

The laws vary from state to state, but chances are that you’ll need to let your clients know that they’ll most likely be required to report hiring, rehiring and return-to-work activities within a set timeframe designated by the state in which they’re operating. Depending on individual state law, employers may be required to garnish wages for child support or other purposes.

The first step to registering a company to pay employees in a new state is to find a good source of information on individual state requirements. Sites such as www.payroll-taxes.com provide a repository of information you can use to find out what the requirements are for the new state in which your client will be paying employees. Requirements can include:

  • State tax information: Most states require employers to withhold state taxes from employee paychecks. Only the following states do not have a state tax: Alaska, Florida, New Hampshire, Nevada, South Dakota, Tennessee, Texas, Washington and Wyoming.
  • Withholding requirements: As an employer, your clients will generally be required to register with the state either online or via a form and set aside a percentage of wages for state taxes. The site above provides information on obtaining forms and state withholding requirements.
  • Local taxes: Some states require employers to withhold local taxes in addition to state taxes collected via payroll. You can check for local tax information on the site to see if your client is required to withhold taxes for a municipality.
  • Disability insurance: Various states require contributions to a disability insurance fund. The site provides information on disability insurance requirements on a state-by-state basis.
  • State labor laws: State minimum wage requirements can vary from the federal minimum wage. For example, it can be higher but not lower. There are differing rules from state to state on termination pay, with some requiring the employer to issue final paychecks within a certain timeframe.
  • New hire reporting: As part of the registration process, it pays to learn about new hire reporting requirements. Many states have regulations requiring employers to report new hires, those returning to work or being rehired, within a set time limit.
  • Child support withholding remittance: Many states require employers to garnish wages to collect child support. If this applies to a new hire for one of your clients, they’ll need to know where to send the garnished wages.
  • Reciprocal states: Some states have reciprocity agreements covering employees who live in one state and work in another. The purpose is to relieve the employee of the burden of having to file two separate state tax returns. You can check for reciprocal state agreements online.

Once you obtain the information you need to register, you can advise your clients on how to begin the process and prepare them so they can pay an employee in a new state according to the requirements of that location. If you use a payroll service, such as Sage Payroll Services Powered by PayChoice, your representative can help you navigate registration requirements by providing forms and information on how to proceed.

Free “Tax Break Tuesday” and “$5 Friday” LEAP webcasts coming in January

Keep an eye out this tax season for some amazingly informative webcasts from the Leadership Education for Accounting Professional (LEAP) program:

taxBreakTuesdaySealFree Tax Break Tuesday Webcasts

You deserve a break. Take a breather from your grueling tax work with a free 1-hour webcast every Tuesday between January and the end of the tax season. These thought provoking sessions will give you a fresh perspective on new ways to add more value to your client relationships beyond tax and compliance to the insights and guidance your clients are asking for.

fridayWebcastSeal$5 Friday Webcasts

As you wind down your work week, spend a little time optimizing your knowledge and skills in a one hour webcast for only $5. These webcasts will explore new technologies, new trends, and new client expectations to help you uncover business growth strategies for your firm and your clients.

Check out http://na.sage.com/leap after the new year for more information.

Sage Payroll Services is here! Join our December 2 webcast and learn how easy payroll can be for you and your clients

Payroll made easy – for you and your clients!

sage-payroll-services-403b

We’re excited to let you know that PayChoice, one of the largest, most trusted payroll service providers in the U.S., is now Sage Payroll Services powered by PayChoice. With our best-in-class customer service, easy-to-use product, and competitive pricing, our payroll services are the ideal choice to help you become a more valued advisor to your clients.

Meet the new team and learn more at our December 2 webcast

Register Now

The team at Sage Payroll Services is eager to get to know you. Sign up for our December 2 at 2 p.m. ET (11 a.m. PT) webcast, where Vickie Sorokin, vice president of sales at Sage Payroll Services and LaDonna Lewis, director of sales and product strategy at Sage Payroll Services, will tell you everything you need to know about our payroll solutions and how they’ll help you and your clients run your businesses better.

We’ve included some additional information below on Sage Payroll Services. If you have any questions about Sage Payroll Services, contact us today or give us a call at 1-877-784-9706.


Why Sage Payroll Services?

It’s simple: We have the best payroll option for both your firm and your clients.

For your firm:

  • Access to all your clients’ payroll data through our single sign-on feature
  • General ledger interface for QuickBooks®; integration with Sage accounting solutions coming soon
  • Paperless payroll option
  • Interfaces with many POS and time and attendance solutions

For your clients:

  • Direct deposit, check signing, and Visa-branded paycards
  • Paperless payroll options and access to online payroll reports
  • A preprocess preview report assuring 100% confidence before final payroll submission and processing
  • Accurate, secure, and competitively priced services from a provider that’s been in business over 20 years

With Sage Payroll Services, you have two payroll options to choose from in order to best fit your clients’ needs.

  • Self-Service Payroll—A simple payroll service for your clients with 1-10 employees. It includes unlimited processing, tax filing, and online support for one low flat monthly fee.
  • Full-Service Payroll—Your clients with 11 or more employees can get the work done for them. The full-service option includes payroll tax filing, unlimited earnings and deductions, full-service conversion with year-to-date audits, a dedicated customer service representative, and more.