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Business improvement webinars

How to Get More Referrals

One of the most tried and true customer acquisition strategies, it’s no surprise that 82% of small businesses claim referrals to be their main source of new business.

Customers usually trust recommendations they receive from sources they know. While it isn’t always easy to get people to willingly talk about your brand or make an introduction, knowing how to generate referrals can lower your selling costs and create a steady stream of new buyers.

In this webinar, find out how to leverage your connections, partners, employees, website, social channels, and existing customers to generate new referrals to your business. 

Speakers:
Roger Pierce, Small Business Expert
Cindy Mount, Referral Strategist, Traicor International
Chala Dincoy, The Repositioning Expert

Date: August 11, 2022
Time:
11 am PT / 2 pm ET
Duration:
1 hour

Social Media Clinic

No matter what type of business you’re in, social media is a great way to connect with customers and prospects—and find out what people are saying about your business.

With 60% of small to medium-size businesses gaining customers from social media activities, it’s a proven strategy to improve the bottom line for companies of any size and in any industry. But there’s a lot to know in order to make social media work effectively for your business—including which platforms are best for your purposes, and what to say to get noticed. Like many business owners, you’ve likely run into some challenges using social media.

Get your questions answered about bringing in more business on social media platforms TikTok, YouTube, Twitter, Instagram, LinkedIn, and others.

Speakers:
Roger Pierce, Small Business Expert
Andrew Jenkins, CEO, Volterra Social 
Evan Carmichael, Entrepreneur & Content Creator

Cloud as a business strategy not just a technology

Cloud technologies have disrupted traditional workflows. Through the pandemic, we’ve seen an acceleration into new ways of working enabled through a transition to online solutions. Join us in this session as we cover the small business landscape and how Sage Accounting and its integrations, such as AutoEntry, can optimize your workflows and fuel your growth.

Speakers:
Taimoor Tariq, Business Development Manager - Accountants, Sage
Steve Ryujin, VP, Small Business, Sage
Harpaul Lehry, Director, Business Development - Accountants, Sage

Accepting cryptocurrency as payment in your business

Cryptocurrencies and the blockchain are here to stay, prompting many business owners to wonder if they should be accepting cryptocurrency as payment. According to recent research conducted by Sage, 38% of Canadian finance leaders have plans for their organizations to accept crypto payment within the next 12 months. In this session, our experts will discuss:

  • What exactly is cryptocurrency and blockchain
  • The pros and cons of accepting cryptocurrency
  • Approaches to accounting for cryptocurrency
  • Cryptocurrency tax implications for your business
  • How to set up your business to accept payment

Join this insightful webinar to ask your questions about the implications of accepting cryptocurrency in your business.

Speakers:
Roger Pierce, Small Business Expert
Albert Luk, Bond Brand Loyalty Inc.
Ronny Ko, Forte Innovations

Growing Your Services with Your Customers

Do you find yourself thinking about how you want to increase your client base and grow your services? By adopting new technologies and procedures, firms can save time and optimize their
returns. 

Join our one-hour session to discover solutions that help bookkeepers and accountants simplify previously complicated procedures. Our group of panelists will share insights on how your firm can explore new opportunities to grow and expand your services with your clients.

Moderator and Panelists:
Tara Walker, Sales Director, Auvenir
Taimoor Tariq, Product Marketing Evangliest, Sage
Kellie Parks, CPB, Saasy Accounting Coach and Cloud Accounting Specialist, Calmwaters
Tiffany Stewart, CPA, CMA, Consulting, Tiffany J Stewart
Jean-Guy Talbot, FCPA, FCGA, Founder & CEO, Talbot & Associates

Advancing your practice with democratized technology

Small to mid-tier firms do not always have access to the same technology as other firms, creating a demand for progressive, and unique technology solutions.

Application partners are keen to ‘democratize’ technologies to firms, which creates new opportunities to redeploy existing products and services to meet the needs of all sizes of firms.

Join us for a live one-hour panel session where we will discuss how technology companies are making technology more accessible, and how it can modernize and revolutionize firms even with limited resources.

Moderator: Malik Datardina, GRC Specialist, Auvenir
Panelists: Taimoor Tariq, Product Marketing Evangelist, Sage; Rachel Fisch, Chief Global Development Officer, High Rock Accounting

LinkedIn workshop series - Part 1: establish your professional brand

LinkedIn is the world’s largest professional networking site that connects industry professionals with each other. In this LinkedIn workshop series, you will learn what you need in order to create an engaging and useful profile experience. Optimize your profile effectively to increase your online visibility in search engines and in LinkedIn itself.

In this session we will cover:

  • Making sure your profile is complete.
  • Why use multimedia in your profile.
  • Giving and receiving endorsements.
  • Telling your story in your summary.
  • And more…

Presenter: Ronald Thomas, Senior Sales Trainer – Sales Enablement, LinkedIn Certified Sales Navigator Trainer, Sage

LinkedIn workshop series - Part 2: Engage with insight

LinkedIn is the world’s largest professional networking site that connects industry professionals with each other. In this LinkedIn Workshop Series you will learn what you need in order to create an engaging and useful profile experience. Optimize your profile effectively to increase your online visibility in search engines and in LinkedIn itself. 

In this session we will cover:

  • Why sharing is important.
  • Figuring out your “Genius Zone."
  • What do I want to be known for?
  • Ways to foster engagement in your posts.
  • And more…

Presenter: Ronald Thomas, Senior Sales Trainer – Sales Enablement, LinkedIn Certified Sales Navigator Trainer, Sage

Selling your brain NOT your time: subscription pricing for accounting professionals

This session is dedicated to the possibility that a professional firm will be more effective for its customers if it begins to sell not hours or service, but access to the brains of the professionals. Creating subscriptions for access is hard work and not for everyone because it requires professionals to think differently than they have in the past about what it is they really do and sell. If you think you have what it takes to make this shift or are just curious about it, you are hereby invited to open a dialogue about how best to alter this language by Ed Kless, Sage’s senior director of partner development and strategy, who will facilitate this session.

Presenter: Ed Kless, Senior Director, Partner Development and Strategy, Sage

Fireside chat: Perform at your best with automation

From data entry to reconciliation, hear how your peers have automated or are in the process of automating manual processes in their practice. Learn about their decision making process and how they navigated the challenges that came with change.

Presenter: Ed Kless, Senior Director, Partner Development and Strategy, Sage

Now the fun begins! What happens after you've chosen your software?

How do Apps get used in practice and integrated into your workflow? Our speakers will talk you through the best practices they've uncovered and the workflow process they use to ensure they get the most out of their day and AutoEntry. They’ll also show you an expert AutoEntry demo, and how it works in practice with Sage Accounting and Sage 50.

Presenters: Tom Port, VP Sales, AutoEntry | Sara Gibb, Owner, Flowworks Bookkeeping & Consulting

The power of data capture solutions—Why they are a must in your practice!

So now you want to automate, eh? What can Receipt Bank or AutoEntry do for your Practice? In this webcast, you will learn how they work with your Sage products and what are the differences between two.

Presenter: Bianca Mueller, CPB, Books by Bianca

Innovation for today and tomorrow

Sage's Practice of Now Report includes the findings of independent research commissioned by Sage, surveying thousands of accountants and bookkeepers from across the globe. The findings reveal what the working landscape for accountants and bookkeepers looks like today as well as the future, offering real-world perspectives on how today’s accounting professionals can continue to thrive. This must-attend webinar will go over the key findings of the report, covering both global and local insights and trends on the industry, and highlight how the future of Sage products can help you face these head on.

Presenter: Rachel Fisch, Product Evangelist | Jaime Rein, Product Manager, Sage

Choosing the right software for you—how to cut through the noise and build out a tech stack that is right for your firm

Are you looking to take the next steps in automation but have been overwhelmed by the sheer choice of what is on offer? This session will help you develop a process that will help you and avoid the common pitfalls that we've seen accountants and bookkeepers fall into. We'll also show you how to make better educated choices in choosing the right software for your firm. 

Presenter: Tom Port, VP Sales, AutoEntry

Solutions for your practice

AutoEntry

Unlock significant time savings and eliminate manual data entry from your practice with AutoEntry, a data capture solution that allows you and your clients to email, snap or scan bank statements, bills, invoices, expenses, and receipts. AutoEntry then extracts, processes, and publishes the verified data directly into your accounting software.

Sage Accounting - Accountant Edition

Simple-yet-powerful accounting solution—all in the cloud. Get started with the Accountant Edition account today to onboard and manage all your Sage Accounting clients in one place, with customised access rights, automated workflows, and one-click access to a real-time view of your client’s business.

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