Free onboarding checklist for accountants
Getting dream clients starts right at the beginning: onboarding. Here, you can download a free onboarding checklist to ensure the working relationship begins in the best way.
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New features, tips and tricks, apps, and product deep dives. Hear from your fellow accountants and bookkeepers, Sage experts, and our app partners on the small business products and solutions for your practice and your clients.
Select a product:
| AutoEntry | Sage Accounting (cloud) |
| Sage 50 (desktop) | Sage Intelligence |
| Payroll and HR |
Hear from your peers, industry experts, app partners, and thought leaders on non-product-related topics that will help you perform at your best and drive your business forward.
Select a topic:
| Business improvement | Compliance |
| Business resilience | Migration: From Sage 50 to Accounting |
| Wellness | Using automation |
Getting dream clients starts right at the beginning: onboarding. Here, you can download a free onboarding checklist to ensure the working relationship begins in the best way.
Accounts receivable turnover ratio indicates the health of your company. Learn how to calculate it using examples and interpret the results.
Download our free guide on the 4 ways automation software helps accountants and their clients keep a healthy cash flow.
Learn why helping your clients to change the way they think can give them a great chance to ensure their businesses thrive.
Whether you’re struggling to comply with the accounting, financial reporting, and revenue recognition from IFRS 15, or just want to refine the way you work, this blog is for you. Read on for five quick tips to help you conquer IFRS 15.
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 […]
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 […]
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 […]
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