Get your practice ready for the cloud

Making_the_move_guideAre many of your clients ahead of you in adopting cloud software?

The future of accounting is in the cloud, and it’s quicker and easier than ever to be a part of it.

Cloud computing not only means less cost and maintenance, it ensures that you can deliver the high level of service that your clients expect . . . from anywhere, at any time. With benefits that include the flexibility of monthly subscription pricing, the speed and efficiency of working in a “live” environment, and the ability to connect with clients in real time, cloud computing benefits both you and your clients.

Find out how you can start preparing your practice for the move to the cloud with our complimentary Get your practice ready guide.

Download the Guide Now

Google Hangout invitation: Social media 101 for accountants and bookkeepers

Want to get a crash course in utilizing social media to improve your business? There are a few easy steps you can take to get started. Attend this complimentary Google Hangout and learn how platforms like Twitter and LinkedIn provide a low-cost marketing option and help you to gain visibility in the accounting profession, build relationships, and even win new clients.

Join us on Thursday, August 14 at 2 p.m. ET/11 a.m. PT as our guest Elaine Morgan (@BalanceSheetsCA), CEO and founder of Balancsheets.ca, discusses how to leverage social media to boost your business.

Be sure to register today and we’ll see you on August 14!

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Google Hangout newbie? Not a problem!

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

Once you sign up, we’ll send you an email confirming your attendance with a link to join us on August 14. 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 are 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 August 14, so be sure to register today!

Free up more time for fun with Sage One

“Data entry is the best!” said no one, ever.

more-fun-sage-oneYou know data entry is a thankless job and not especially exciting. So then why are you still spending countless hours on it? Here are a few things you could be doing instead:

  • Go for a walk. Free up some time, get yourself outside (it’s summertime and hot, we know, but cooler weather is right around the corner!), and feel a whole lot better while enjoying some fresh air.
  • Read a book. For fun . . . and you won’t have to feel bad about taking a little “me” time for yourself!
  • One word: vacation!Add up all the hours you spend per year on data entry and you just might be able to swing a late-summer long weekend!
  • Learn something new. Take up a new language or even find the time to enhance your professional skills (shameless plug alert, give LEAP a try here: na.sage.com/leap).
  • Add more value to your clients. Focus on providing real business insights to your clients. It’s worth more to your clients, and it’s what you really want to be doing.

Sounds pretty good, right? When you get your clients working with you in the cloud on Sage One, you can bypass time-consuming and error-prone data entry with bank integration. Here are some quick Sage One facts:

    1. Sage One integrates with over 10,000 banks . . . that’s a lot!
    2. It’s really easy to set up. Your clients just find their banks, log on, approve, and they’re ready to go!
    3. Sage One categorizes transactions, so you don’t have to (although, you can if you want to, of course).
    4. Sage One helps your clients track and categorize expenses with minimal data entry.

Are you ready to get started? Sign up today for Sage One Accountant Edition—at no cost to accountants and bookkeepers.[1]

Sign Up Now


  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.

Learn about Sage One Accountant Edition at one of our free August webcasts

SageOneWebcasts-USHave you got 30 minutes? Want to find out how you can not only help you and your firm be more efficient, and also be a hero to your clients? We invite you to attend one of our free upcoming “Meet Sage One Accountant Edition” webcasts and find out how!

Meet Sage One Accountant Edition Webcasts Calendar

No matter where you are in your Sage One journey, this is the perfect opportunity to learn about Sage One Accountant Edition:

  • If you’ve already signed-up for complimentary access to Sage One Accountant Edition and need more information on how to start referring clients, then this webcast will show you how to get the most out of Sage One, including beginning the client referral process.
  • If you’re looking for more information on how to get started with Sage One Accountant Edition for the first time, we’ll show you the first steps you’ll need to take to get going.

Each live webcast will walk you through the basics of Sage One Accountant Edition and show you how your clients can use Sage One. We’ll also review special benefits that are available exclusive to accounting professionals and also take a few minutes at the end of the webcast for some expert Q&A.

Click the button below to access our webcasts calendar to register for a session today.

Meet Sage One Accountant Edition Webcasts Calendar


Register for an August webcast here!

You can also sign-up for one of our August webcasts with one of the direct links below:

Introduce your clients to the cloud

Making_the_move_guideDo you need help convincing your clients about the benefits of cloud software?

Cloud computing represents a real change in how businesses use technology. We understand that some of your clients may have concerns when it comes to moving online, particularly when it comes to data security and accessibility issues, and then of course what the real benefits of being in the cloud are.

To help ease your clients’ concerns and to also give an overview of some cloud benefits, we’ve created the helpful Making the move to the cloud guide for you to pass on to your clients. As well as providing an introduction to the cloud and how it works, this guide also includes a handy checklist to help your clients plan their move to the cloud.

Download the Guide Now

Who’s excited about Sage Summit? Accounting professionals across Canada, that’s who!

sage-summit-2014-blue-fade-403The accounting profession is experiencing a shift: Gone are the days of talking to clients once a year on tax preparation. Small and medium-sized businesses want an accountant or bookkeeper to act as a year-round advisor and are looking for an accounting professional who is going to add value to their business.

Sage Summit – taking place July 28-31, 2014, at the Mandalay Bay in Las Vegas – will equip accounting professionals with the strategies and best practices necessary to overcome challenges and stereotypes of accountants and bookkeepers of the past and propel their business to the next level through powerful conversations and connections. Conversations and networking will take the form of insightful keynotes, sessions, and panels. If you’re not already registered and want information, you can visit SageSummit.com and register now.

Facilitated by subject matter experts and top accounting thought leaders, conversations will center on topics relevant to the accounting profession. For your convenience, we’ve highlighted a few of the conversations and sessions that will be facilitated by some of these thought leaders. There are many other sessions, so be sure to check out SageSummit.com for the complete list.

See you in Vegas!

Jason Blumer – Accountant business model transformation: A real-life case study

  • IND-499
  • Tuesday, July 29, 1:30 p.m.—2:30 p.m.
  • Transitioning your business to the cloud requires more than just a shift in accounting solutions. To achieve the firm of your dreams, you need to look seriously at making a business model transformation and then rip off the Band-Aid! It can be tough, and it can be scary, but only you can take the steps and make the tough choices to move towards your dream practice. In this session host Jason Blumer, CPA and chief innovation officer at Blumer CPAs, shares with you the adventures and mishaps on the path to transitioning his own firm to something strongly resembling the vision he had for it.

Doug Sleeter – Avoid the tornado when moving to the cloud: Seven steps for Accounting Professionals

  • BUS-459
  • Tuesday, July 29, 1:30 p.m.—2:15 p.m.
  • Are you planning to move your applications and data to the cloud but you’re afraid of creating a disaster? Deciding to move to the cloud is the first step, but then what? How many ‘connected’ systems need to be moved, and in what order? If you move the accounting software, what about the payroll, the merchant accounts, the e-commerce, and all of the other business processes? It’s critical that you plan the transition carefully, and this session, led by founder of The Sleeter Group Doug Sleeter, will give you a seven-step checklist to avoid creating a tornado.

Brian F. Tankersley – Power! Power! Power! Doing more with Microsoft Excel

  • BUS-491
  • Tuesday, July 29, 3:00 p.m.—4:00 p.m.
  • New spreadsheet auditing tools in Microsoft Excel give you great power. Brian F. Tankersley, CPA, CITP, CGMA, and K2 Enterprises instructor, will explore the PowerPivot, PowerMaps, and PowerQuery functionality and take your Excel use to the next powerful level. (Yes, this session is all about power!)

Brian F. Tankersley – Security and privacy in a cloudy world

  • BUS-489
  • Tuesday, July 29, 4:30 p.m.—5:30 p.m.
  • The rise of cloud computing has been one of the highlights of the last few years. The notion that information technology can be delivered in a highly scalable way is generating excitement and concern for accountants and business owners alike. Brian F. Tankersley, CPA, CITP, CGMA, and K2 Enterprises instructor, will help explore the concerns of security and privacy in a cloud-driven world.

L. Gary Boomer – Are you prepared to play above the line?

  • IND-487
  • Wednesday, July 30, 10:00 a.m.—11:00 a.m.
  • Advisory services require a different level of thinking that result in significant and positive change. In this session, L. Gary Boomer, CPA, CITP, CEO of Boomer Consulting, Inc., will help you learn about the five P’s that will allow you to play at a higher level.

Jason Blumer – Building a super accountant or bookkeeper firm part 1 & 2

  • Part 1: IND-478
  • Part 2: IND-485
  • Part 1: Wednesday, July 30, 10:00 a.m.—11:00 a.m.
  • Part 2: Wednesday, July 30, 11:30 a.m.—12:30 p.m.
  • Jason Blumer, CPA and chief innovation officer at Blumer CPAs, will lead these sessions, exploring various aspects of the genetic makeup of a firm, including pricing models, customer satisfaction, employee management, and so on. Then he will lead small break-out groups as they take on the personas of customers, owners, and employees and look to build a firm. The second half of this session will consist of each group’s presenting their firm back to the room for greater learning. Ultimately the best points of each group will be combined into one big “super firm”with the help of a graphic interpreter.

Jody Padar – Positioning your new services in a new cloud world

  • BUS-492
  • Wednesday, July 30, 11:30 a.m.—12:30 p.m.
  • Jody Padar, accounting thought leader and CPA, MST, and CEO and principal at New Vision CPA Group, explains how adopting cloud technology creates the need for an entirely new business model in your firm. How do you go about positioning your services to cloud prospects? It’s not about selling bookkeeping services any more!

Tom Hood and Jennifer Warawa – Innovating beyond technology for accounting professionals

  • MAX-502
  • Wednesday, July 30, 2:00 p.m.—3:30 p.m.
  • Innovation is one of the latest buzz words, but what does innovation really mean and how does it impact the way you do business and serve your clients? Often times, business leaders think innovation refers solely to technology, when in fact cloud and mobility are shifting away from being a new idea to being mainstream and an expectation, leaving clients wanting more. What does “being innovative” in your accounting firm mean to your business model, the way you interact with your clients, and how you plan for the future? Jennifer Warawa, Vice President and General Manager of Sage Accountant Solutions at Sage North America, and Tom Hood, CEO of Maryland Association of CPAs and the Business Learning Institute, will share research, trends, and insights into how the next phase of innovation will have an impact on the way you do business, and what changes are crucial in order to stay one step ahead of the competition.

L. Gary Boomer – Packaging and pricing advisory services for accountants and bookkeepers

  • IND-488
  • Wednesday, July 30, 4:00 p.m.—5:00 p.m.
  • The value of services increase when they are named, packaged, and priced together rather than separately. In this session, L. Gary Boomer, CPA, CITP, CEO of Boomer Consulting, Inc., will look at the necessary tools to assist you in naming, developing a menu of compliance, performance, and strategic advisory services in addition to a pricing matrix to provide guidance in the sales and pricing process. This is for those who are serious about developing a scalable advisory services business.

Jason Blumer – Transitioning your practice: Facing the fear

  • IND-486
  • Wednesday, July 30, 4:00 p.m.—5:00 p.m.
  • How many times have you done a deep dive into a model transformation at a conference, gotten really excited where your firm needed to go, and then between the airport and your office, you completely allowed the fear of change and risk to prevent you from making significant changes? This session, led by Jason Blumer, CPA and chief innovation officer at Blumer CPAs, is about moving beyond the fear and embracing tools to help you know which risks are the right ones to take.

Randy Johnston – Alternatives to Microsoft Office Desktop

  • BUS-490
  • Wednesday, July 30, 4:00 p.m.—5:00 p.m.
  • Learn about Microsoft Office 365 and Google Docs from Randy Johnston, MCS, MCP, and executive vice president and partner of K2 Enterprises. HIPAA compliance changes may impact the way you work!

Jody Padar – Accounting professionals engage your cloud clients

  • BUS-493
  • Thursday, July 31, 10:00 a.m.—11:00 a.m.
  • With a new model shift comes a need for a new client engagement strategy. How do you effectively onboard new accounting clients, and what tools do you need to set the stage with new cloud clients? In this session, Jody Padar, accounting thought leader and CPA, MST, and CEO and principal at New Vision CPA Group, will discuss how.

Jody Padar – Delivering on your value promise with cloud clients

  • BUS-494
  • Thursday, July 31, 11:30 a.m.—12:30 p.m.
  • A cloud and value pricing model sets the stage for more regular interactions with your clients and bundles incremental value into your brand promise. How do you, as an accounting or bookkeeping firm, plan and deliver on your promise? In this session, Jody Padar, accounting thought leader and CPA, MST, and CEO and principal at New Vision CPA Group, will discuss how to deliver on this promise.