search icon

Accounting and bookkeeping resources

Learn directly from the experts

Our live and on-demand webinars bring you the latest industry insights and product tips.

Support

Get questions answered quickly and how-to guides, 24/7.

Free training and certification

Get started with training and certifications designed to help your practice succeed.

Practice of Now

Download our guide to explore insights and practical advice for today’s accountants and bookkeepers, based on the latest independent research.

Circle of Excellence Accounting Awards

Recognizing and celebrating accountants, bookkeepers, and practices making a positive impact on their colleagues, clients, communities, and the accounting industry.

Get expert business advice

Read our blog articles for accountants and bookkeepers in practice.

Sage Circle of Excellence Winner Story: Clyde Harris

Sage Circle of Excellence Winner Story: Clyde Harris

When I was first tasked with interviewing accountants and bookkeepers in Canada as part of my role at Sage, I was forewarned that the Canadian stakeholders of this industry truly acted as a community. Whether it’s finding the right referral through a network to help a client in need, or to help colleagues navigate some […]

Read More
Read More
Circle of Excellence Winner Q&A - Laurie Rauk

Circle of Excellence Winner Q&A - Laurie Rauk

Tell us about your career up until now, starting with why you chose this profession. I chose a career in accounting when, a few years out of university, I had an entry level office position that included general administration work as well as some basic bookkeeping. I really liked the accounting aspect so started taking […]

Read More
Read More
How accountants can use automation to overcome the data entry challenge

How accountants can use automation to overcome the data entry challenge

Does your accountancy practice spend more time focusing on data entry tasks than you’d like? For 63% of accountants and bookkeepers a major pain point is the time-consuming task of manual data entry. Thankfully, there’s a way to get around it. Automation, integrated with cloud-based accountancy solutions are already here and is in use in […]

Read More
Read More
Bank reconciliation: This is how to save time on this vital task

Bank reconciliation: This is how to save time on this vital task

Bank reconciliation is a core task for business owners and finance managers. Here's how to do it properly so you have superb insight into your finances.

Read More
Read More
How to get better at selling your accounting services

How to get better at selling your accounting services

Selling doesn’t always come easily to accounting professionals, who may be more comfortable with the technical aspects of their work. But selling is a fact of life for any business, so it pays to explore techniques to make the process easier. If you have an effective sales strategy in place but your sales aren’t picking […]

Read More
Read More
5 key considerations when moving your practice to the cloud

5 key considerations when moving your practice to the cloud

Thinking about moving your practice to the cloud? Follow these five steps to understand how to efficiently implement a cloud solution at your firm.

Read More
Read More
Nominations for the Sage Circle of Excellence Awards are Open

Nominations for the Sage Circle of Excellence Awards are Open

The Circle of Excellence Accounting Awards recognizes and celebrates Sage accountants, bookkeepers and practices making a positive impact to their colleagues, clients, communities and the accounting industry. Join us in acknowledging the success and contributions of Canadian accountants and bookkeepers by nominating deserving accountants, bookkeepers or practices in any of the award categories below. Tell us […]

Read More
Read More
How to market your firm on a small budget

How to market your firm on a small budget

During tough times, one of the first things many firms do is trim their marketing budget. While marketing is certainly an easier place to cut costs than payroll, it can have long-lasting and even harmful effects. In fact, according to a study published in the International Journal of Research in Marketing, the companies that bounce […]

Read More
Read More

Give Feedback