Do you love your Accounting Firm? Tell them about the Sage Accountant’s Network

This month we are excited to see that our Sage Accountant’s Network (SAN) program for Sage NonProfit Solutions (NPS) featured in the CPA Practice Advisor publication.  Written by, Brian Tankersley, CPA.CITP, Sage Non-Profit and Hosted Solutions for Sage Accountants Network Members highlights the benefits of the SAN  Nonprofit Program that is hosted on a virtual platform for easy, secure, and reliable access to applications and data from anywhere at any time.

Members of the SAN Nonprofit Program no longer need to install costly software on their computers and data is managed securely. This allows Accountants and Bookkeepers to move away from stringent and time consuming installation and update processes, remove business risk of using out of date software, while increasing data security and ensuring business continuity in disaster scenarios.

Accountants and Bookkeepers have got to love this!  In fact, Gartner Inc. predicts that by 2012, 80 percent of Fortune 1000 enterprises will pay for some cloud-computing service, while 30 percent of them will pay for cloud-computing infrastructure.

But what is in this for you? Well, your accounting or bookkeeping firm can become familiar with your Sage Nonprofit Solutions software (and even test drive our other offerings specifically for nonprofits and governments), giving you another reason to love them – and them a reason to love you!

 

Meet the New Sage Simply Accounting GM Nancy Harris!

It’s been a great first week at the Richmond Campus.  I’ve thoroughly enjoyed meeting everyone and am delving right into the business at hand.  First and foremost, my mission is to seek first to understand the business.
As I have not had the opportunity to meet as many people as I’d like, I thought I’d spend this first blog entry giving you a little bit of background on me—both professionally and personally.

As far as my work experience is concerned, I have worked in large companies and in smaller, startup companies during my 25 years in the software industry.  While with larger companies, such as BMC Software, I was fortunate to have the opportunity to work and hold leadership positions in a variety of capacities and different functions within the company, which later enabled me to become a General Manager and Chief Operating Officer.
While at BMC, I started out in product marketing and product management and then was promoted to the position of development manager.   In that capacity, I had responsibility for a team of software developers, quality assurance engineers and technical support representatives.  The ability to see the organization and learn the business from different perspectives was invaluable.
Most recently, I was Chief Operating Officer of a startup software company and had responsibility for client services, marketing, product management and product development.  The market we served was the emergency management services market, which was a very tight-knit community, and it taught me a great deal about the importance of referral networks and word-of-mouth business.
My Attraction to the Sage Simply Accounting Role
First of all, it was exciting to me to consider being a part of a business that has been so successful both before Sage and then as part of Sage.  It’s a tremendous opportunity to be able to go to work for a product line that is No. 1 in market share in its space.
That being said, I also saw opportunity to expand and grow the business in new and exciting ways.  For example, Sage’s connected services strategy and the opportunity to expand the Simply portfolio with valuable offerings for our customers such as payment services and direct deposit is exciting to me.
In addition, having worked in several companies with SaaS-based offerings, I see the opportunity in delivering new cloud-based solutions to the market.  As we all know, cloud-based computing is where the market is going, and I’m a firm believer in giving customers choices in terms of how they purchase and use a product—be it installed and one-time fee based or hosted and subscription based.  I see these areas as growth opportunities for the business.
 
Critical Success Factors/Early Learnings
I believe there are a number of CSFs for the Simply business, and one is our need to listen to our partners and our customers such that we build the right features into our products and that we prioritize the right updates and fixes in our products.  It is important that we listen to key stakeholders, so we meet our customers’ needs and the needs of the market.
Another key critical success factor is the partner network and the vital role that the SAN members play not only as a major conduit to new business for Simply but also in advising us and keeping us in touch with the market and our buyers. 
I’ve had the opportunity to learn about our partner network in the last couple of months, and I’ve witnessed the strength and commitment of the members to our mutual success.  I believe it is vital to preserve that sense of community and expand upon it.
Finally, we need to embrace and execute well on the re-branding initiative.  Having a dominant global Sage brand will lead to stronger brand recognition with a well-recognized brand promise, which will help all of us compete more effectively in the marketplace. 

That being said, it is important that we invest in making the transition a smooth one and that we preserve and build on the strengths of the Sage Simply brand – not lose them – for example, many of you have indicated that we must continue to enforce that Sage Simply is ‘Canadian’ made and supported – we will continue to make that message clear.  This is our strategy worldwide…to be local and stress that within country.

A Bit About Me Personally
I am not a stranger to the area.  When I was with a previous software company, I worked close with a team of software developers, quality assurance engineers and technical support representatives here in Richmond and frequently remarked during that 5-year period of traveling to the area that I would love to someday live in BC.  On certain days, it still amazes me that I’ve realized that dream!

As far as hobbies and interests go, I’m an avid runner.  I’ve run 4 marathons and about a dozen half marathons, including the Vancouver half marathon.  I’m an outdoors enthusiast in general, too, and am very excited about all of great outdoor venues here in Vancouver.  I also enjoy volunteer work with non-profit organizations.

I am excited about working with each of you to build upon a tremendously strong business that you helped create.  I look forward to our journey together and always will welcome your feedback along the way.

Maximizing Your Visibility on the Sage Simply Accounting Website

I’ve been receiving a lot of emails lately from partners asking how to personalize their web profile on the Sage Simply Accounting website and I thought that this might be a good opportunity to share with you a few tips and tricks. As you may know, all the Sage Accountants Network (SAN) members are automatically listed on www.simplyaccounting.com in the Find a Consultant area available on the main page. This is where all the Sage Simply Accounting users are referred to when they are looking for a consultant in their area. What very few SAN members know though is how to take full advantage of this feature in order to build online visibility and attract new clients.

Here are a few basic steps to personalize your online profile with the Sage Simply Accounting Partner Locator Tool.

  1. Set up a permanent password for your Partner Portal account. When you first joined the Sage Accountants Network member you received a temporary password to access the Partner Portal. If you don’t remember seeing it, just send us a quick email at simplyaccountingpartners@sage.com and we’ll regenerate it for you. Once you have it go to https://partners.sagenorthamerica.com/ to log in with your email address and this temporary password. The first time you log in you’ll receive the message that your password has expired and you’ll need to change it to a permanent one. You can then start personalizing your web listing profile by going directly to http://edirectory.accpac.com/partners/ and logging in using the new password that you’ve just created. You can also access the same link directly from the welcome page of your Partner Portal account.
  2. Mark the type of services that you provide. It may seem obvious but you’ll be surprised to see that not all the partners took the time to do it. Hence the reason why that’s still a great way to stand out especially if the services that you’re providing are the ones that the client is looking for. 

 3. Extend your area of influence. Who says that you have to limit yourself to the city where you live? Especially in an era where Internet eliminated the physical boundaries and brought people closer than ever. And if you are comfortable exchanging files back and forth with your clients instead of going to their office (and your Accountant’s Edition helps you to do that) I have good news: you can choose up to 15 cities across Canada to be listed to.  

I’d also like to share a couple of more tips for those of you who want to get the most out of this tool.

  1. Add the “Free One Hour” logo. This doesn’t mean that you’ll do one hour of work for a client for free. No. This only shows to the client that you’re willing to take the time to understand and evaluate his needs which for you it means an opportunity to build trust and credibility.
  2. If you are a Certified Consultant you’ll have another reason to stand out: you’ll automatically have priority listing as well as the ability to include a description of your experience and expertise. So take advantage of it! 

Have more questions on listing your name on the Partner Locator Tool? Please feel free to email me at emilia.iacob@sage.com

Emilia Iacob – Account Manager 

 

 

 

 

Laughter Increases Productivity? Surely You Jest.

Have you ever walked through your office while everyone is hard at work and found the atmosphere a little stifling? Everyone may be hard at work, but the layer of stress in the air is so heavy you can cut it with a knife. Deadlines, budgets, and projects – oh my!

Sometimes I long for the “good old days” back on the playground, where almost anything brought on fits of laughter and giggles were plentiful. It was such a stress free time. My enjoyment level associated with even the most menial task seemed amplified as a child. Why is it that when we enter adulthood, we let go of the freedom to laugh? It’s not really that we have outgrown laughter, but more about work needing to be taken seriously. Research is now showing us that a little laughter can make us better performers.

According to a survey published by Training and Development magazine, 84% of the HR Managers stated that employees believed to have a sense of humor performed better at work. Multiple studies have shown that humor can greatly reduce stress and may also have the following positive effects:

• Increased job satisfaction – if you enjoy being at work, you will have more enthusiasm toward your day to day activities

• Improved work relationships – sharing a laugh can help put people on a level playing field and weaken some barriers that may normally impede the exchange of ideas

• Increased creativity – a little fun and a few giggles can breathe some new life into a creative project or problem solving

• Improved employee retention – if work is a nice place to be, odds are you and your co-workers will want to stick around

Laughter is also good for your health. Did you know that we change physiologically when we laugh? Our heart rate and blood pressure increase, we take in more oxygen, we stretch muscles – we even burn a few calories. Researchers have shown that laughter eases tension, promotes better quality relaxation and sleep, sometimes even relieves pain – the list of benefits goes on and on.

So now you may be asking yourself how to best incorporate a little fun into your workday in an appropriate manner. You may try a couple of these suggestions and see how they work for you:

• Include humorous quotes in communication, when appropriate

• Grab a co-worker and take a play dough break – see who can create the best sculpture. Just 5 minutes of goofing off can strengthen your focus when you are ready to get back to work

• If you’re a manager, encourage a little levity with your staff. Happiness can be infectious.

• Toot your team’s horn. When you experience success, celebrate a little. Hand out kudos and take a few moments to enjoy your victories, both large and small.

Just remember to keep your humor work friendly. Teasing, off color comments, and sarcasm are not productive additions to your workday. Keep it light, keep it fun, and begin enjoying a better work experience today. A little silliness may be just what you need.

Stephanie Barr

Disneyland with CPE credits

So you have a choice to make.  You can spend a week in southern Florida riding in the spinning cups or you can be in our countries capital, Washington D.C., July 9-15 attending the most valuable Sage conference ever…Sage Summit.   And I don’t make that statement lightly. We have made every effort to ensure Sage Summit is packed full of highly relevant and beneficial learning opportunities while keeping your budgets in mind (see if the mouse does that for you!) Here are some of highlights as to why Sage Summit delivers the ultimate bang for your buck:
•    Registration not only gives you great content, but great food, entertainment, and multiple networking parties
•    Earn up to 23 CPE credits when you register under the Sage Accountants Network (SAN) track
•    Reduced group hotel rates (starting at $180)
•    Free wireless internet access throughout the conference center.  Try getting that on Space Mountain

There is a new approach to learning at Sage Summit. For 2011, expect new intensive product sessions that run longer and dive deeper into the topics that matter most. Plus look for more hands-on labs. New partner-led sessions. Interactive panels. Oh – and don’t forget to check out the new SAN pre-conference events on Saturday and Sunday, featuring mind-expanding workshops by notable thought leaders including Darren Root, Ron Baker, and the CPA Practice Advisor Hall of Fame inductee, Greg LaFollette.

Plus – you can’t forget the Sage Summit trade show, worth the price of admission itself! Gain access to a whole spectrum of companies that are leading innovation for Sage with new technologies and applications. There’s so much to do, see, ask, and learn. Get face-to-face with the experts. Get hands-on with the tools and technologies. Make a bee line for the Sage booth…no ticket required. You can also plan on adding to your pen collection.

So tell the kids you are taking them to Washington D.C. this summer to enjoy everything our capital has to offer and while you are there you can stop by Sage Summit for an experience of a life time. No, you won’t meet Mickey or his friends but on the bright side, you can meet me and I’m a character too!

John Parisi

How to Manage Time before it Manages You

It seems the words “Time Management” are a buzz everywhere I go these days – both at work with projects and at home with tasks or chores. Instead of shortening our lists of things to do or adding more time in the day, we are forced to find a way to manage our time in an effective manner. There are many books, seminars, and weeklong retreats that will teach us how to de-clutter our lives and manage our time better.
Just over a month ago,  I had over 700 emails in my Outlook inbox, a full calendar of meetings and sticky notes in every crevasse and corner of my desk. I thought I had the best, most functional and effective way of handling my tasks. I barely missed a meeting, got most of my work done and only reset my password (on my sticky notes) once a week. Clearly I was organized, right? Wrong !!!
Earlier this year my team and I huddled in a large boardroom at 5:30am (darn that Eastern time zone!) and started the journey of learning TASKit.  This is a comprehensive task management system developed by Roger Reece, based on the task features of Microsoft Outlook.
Roger Reese began by asking us what kind of Time Managers we were and then how we would like to improve. (At this point I was still wondering what system could be more effective  than colour coded sticky notes, but I was beginning to see the light.)  We broke our tasks down into bite size pieces and explored how to prioritize effectively. We began to learn that every task, every email, has a timeline and how an implemented TASKit system will keep us focused and working on the right project within the right time frame. The course was interactive and allowed us to walk away with a solid plan to transform our current process (which clearly wasn’t working) to an organized, well oiled, Task Management Machine.
I am happy to report, that as of today, I am 100% TASKit implemented!  I have less than 10 emails in my inbox at the end of every day, no more sticky note wall paper, and I’m on time – and on top of deadlines, at the end of each day. Most importantly, I feel an improvement in how I perform, in the quality I produce, and in the way I feel about my work.
For more detailed information about the TASKit Time Management Workshops, visit http://www.timemanagementworkshops.com.

Amber Kenyon

Welcome to the Sage Accountants Network Blog!

Welcome (at long last) to the Sage Accountants Network blog. This blog has been a long time in the making and we’ve had a lot of discussion about it at our office for a while now, so I’m glad to see it finally go live. For this inaugural blog post, I’d like to share how we finally “arrived”.

On the Sage Accountants Network team we are lucky enough to have a social media “task master” (yes, Kimberly Creamore – that’s you!) and every time we said “We should have a blog!” Kim said “I think that’s a great idea – who is going to be responsible for ensuring there is a new post AT LEAST twice a week?”.  That question was followed by… Crickets. Silence. People staring at their shoes.

Then it dawned on me (and I’m not sure why it didn’t sooner) – why does it have to be just one person posting to and maintaining the blog?  We have an amazing North American team of talented individuals with insights, opinions and knowledge in so many areas of business.  Why wouldn’t we all contribute?  And so it began. Well, it didn’t exactly begin there – it took a little nudge from Brian Tankersley at K2 (if you would say registering a URL would be considered a “nudge”). I figure if someone that doesn’t work at Sage would go through the trouble of registering a URL for the Sage Accountants Network, there must be a few people who genuinely want to hear what we think. So let’s get it going!

Here is our commitment to this blog: we will post new content to our blog at a minimum of twice a week and our content will be original.  We won’t pay people to write it and we won’t have ghost writers, and although some may think this could be a mistake I think the opposite – I don’t think we need to. We may not be the best writers out there and we may not always be the resident expert on the topic we’re writing about, but as a team we do have well over 200 years of combined career experience (don’t ask me how I came up with that calculation). I think this blog is a great opportunity for each of us to share with you our perspectives and for you to get to know our individual personalities (which will be entertaining all on its own!). We’ll be covering all kinds of topics that are all about accounting and some topics that are about business in general so there will be something for everyone.

The one thing our entire team has in common is that we all love accountants and our team mandate is to continue to improve the way that we (Sage) serve accountants. I’m confident you’ll see that come through in our blog and we look forward to the content that is on the way! If you have feedback, thoughts or ideas you’d like to see us write about, please reach out to me and let me know – we’re very happy to take requests!

More to come and thanks for joining us.

Jennifer Warawa

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