Identifying your best clients

Are you looking to grow your firm?

It makes perfect sense. If your firm is looking to grow, expand, or more effectively utilize the time and resources available, your best bet might be to evaluate your current clients.

Download our complimentary Identifying Your Best Clients white paper and find out how you can identify your best clients. This way, you can then start the process of firing your worst clients in order to grow your firm for the better.

Download the White Paper Now

You deserve a break this tax season! Look to Sage for some relief.

Tax season is a grueling time . . . we get that and we’re sure you do, too! So, before you get knee deep in work, why not schedule a few of our free (yep, you read that right, FREE!) Tax Break Tuesday webcasts or spend just a few bucks on one or more of our $5 Friday webcasts?

See Available Webcasts Here

These two weekly webcast series are brought to you by the Leadership Education for Accounting Professional (LEAP) program and run from now until the end of tax season. Each course is facilitated by a leading expert, including speakers that include Ed Kless (@EdKless), Gary Olynik (@GaryOlynik), and Robert Early Johnson (@SalesKicker), so the information you’ll be receiving will be top-notch.

These webcasts will give you a much needed break while also helping to improve your skills so you can bring more value to your firm and your clients. Each course will earn you CPE/CPD credits that will help you reach your continuing education goal while also contributing to your pursuit of becoming a more valuable advisor to your clients.

taxBreakTuesdaySealFree Tax Break Tuesday Webcasts

You deserve a break. Take a breather from your grueling tax work with a free 1-hour webcast most Tuesdays during 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. Webcasts include:

  • Top ten business myths
  • Deliver more through advisory services
  • Initiating a project in a small firm
  • Innovation beyond technology
  • The key KPIs to manage
  • On being a consultant
  • I’m in the cloud, now what?

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. Webcasts include:

  • Introduction to value pricing
  • Making Sage View a part of your portfolio
  • Transforming general ledger data into information
  • Asking effective questions
  • Measure what matters

For a full list of courses, check out and click on the Special offers link at the top of the page. If you have questions or need assistance registering for one or more of the webcasts, you can contact Brandon Rothenwander at 1-866-905-4545.

Get to know Sage View in an upcoming live demo

sage-view-01-wpWant to be empowered to help your clients succeed year round?

Presenting Sage View: a new online reporting solution that turns data into actionable intelligence so you can collaborate and share information with clients from anywhere, anytime to better anticipate their needs.

Sage View demo: Wednesday, January 14, 2 p.m. ET (11 a.m. PT)

Sage View demo: Thursday, January 15, 10 a.m. ET (7 a.m. PT)

Find out for yourself by attending an upcoming webcast and discover first-hand how you can use Sage View to get more time back in your day while also providing proactive strategic advisory services to your clients.

You have two live webcasts to choose from in mid-January, so pick one and register today. Or, you can schedule a personal live demo anytime by calling 866-749-7243.

Get your new year started off right with Sage View!

Work smarter, not harder: Raise your rates

Are you looking to increase profitability so you can start working smarter, not harder?

Is time management one of your biggest business challenges? What about finding a better work-life balance? To maintain revenue and increase profitability without working extra hours, looking for more clients, and stretching yourself too thin, your best course of action might be to raise your rates.

Download our complimentary Work Smarter, Not Harder: Raise Your Rates white paper and find out how you can increase profitability by raising your rates and sending the message that you’re worth it!

Download the White Paper Now

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.

[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.