{"id":6645,"date":"2019-07-11T14:58:27","date_gmt":"2019-07-11T18:58:27","guid":{"rendered":"https:\/\/www.sage.com\/en-ca\/blog\/?p=6645"},"modified":"2026-01-16T06:15:22","modified_gmt":"2026-01-16T11:15:22","slug":"sage-advice-sage-circle-excellence-nominees","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-ca\/blog\/sage-advice-sage-circle-excellence-nominees\/","title":{"rendered":"Sage Advice from the Sage Circle of Excellence Accounting Awards Nominees"},"content":{"rendered":"<header class=\"entry-header has-dark-background-color entry-header--has-illustration entry-header--has-illustration--generic\">\n\t<div class=\"container\">\n\t\t<div class=\"entry-header__row row align-center\">\n\t\t\t<div class=\"col col-lg-7 col-xlg-6 entry-header__content\">\n\t\t\t\t\t\t\t<div class=\"component component-single-header\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"entry-header__misc text--subtitle text--uppercase text--small\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-ca\/blog\/category\/growth-customers\/\" class=\"entry-header__link\">Growth &amp; Customers<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t<div class=\"entry-title-wrapper\">\n\t\t\t\t\t<h1 class=\"entry-title\">\n\t\t\t\t\t\tSage Advice from the Sage Circle of Excellence Accounting Awards Nominees\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<p class=\"entry-header__description\">\n\t\t\t\t\t\t\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t<div class=\"single-post-details container\">\n\t\t<div class=\"col\">\n\t\t\t<span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2019-07-11T14:58:27-04:00\">July 11, 2019<\/time><\/span><span class=\"reading-time\"> min read<\/span>\n\t\t<button\n\t\t\ttype=\"button\"\n\t\t\tclass=\"social-share-button button button--icon button--secondary js-social-share-button\"\n\t\t\tdata-share-title=\"Sage Advice from the Sage Circle of Excellence Accounting Awards Nominees\"\n\t\t\tdata-share-url=\"https:\/\/www.sage.com\/en-ca\/blog\/sage-advice-sage-circle-excellence-nominees\/\"\n\t\t\tdata-share-text=\"Please read this interesting article\"\n\t\t>\n\t\t\t<span class=\"social-share-button__share-label\">Share<\/span>\n\t\t\t<span class=\"social-share-button__copy-label\" hidden>Copy Link<\/span>\n\t\t\t<span class=\"social-share-button__copy-tooltip\" aria-hidden=\"true\" hidden>Copied<\/span>\n\t\t<\/button>\n\n\t\t\t\t<\/div>\n\t<\/div>\n<\/header>\n\n\n\n<div class=\"wp-block-post-author has-dark-background-color alignfull\">\n\t<div class=\"container\">\n\t\t<div class=\"col\">\n\t\t\t\t\t\t\t<div class=\"co-authors\">\n\t\t\t\t\t\n\t\t<div class=\"entry-author-wrapper\">\n\t\t\t<a class=\"entry-author\" href=\"https:\/\/www.sage.com\/en-ca\/blog\/author\/owen\/\">\n\t\t\t\t<img decoding=\"async\" alt=\"\" src=\"https:\/\/www.sage.com\/fr-ca\/blog\/wp-content\/uploads\/sites\/16\/2019\/04\/Owen_sage-advice-002.jpg\" class=\"entry-author__image\" height=\"40\" width=\"40\" fetchpriority=\"high\" \/>\t\t\t\t<span class=\"entry-author__name\">Owen Sweeney<\/span>\n\t\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\n\n\n<p><span data-contrast=\"auto\">The inaugural Sage Circle of Excellence Accounting Awards were recently held in Vancouver on a night that recognized and celebrated our highly active and engaged, Sage accountant and bookkeeper community.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">The nominees were put forward by their peers<\/span><span data-contrast=\"auto\">&nbsp;for recognition<\/span><span data-contrast=\"auto\">&nbsp;<\/span><span data-contrast=\"auto\">because of their&nbsp;<\/span><span data-contrast=\"auto\">successful<\/span><span data-contrast=\"auto\">&nbsp;<\/span><span data-contrast=\"auto\">efforts to&nbsp;<\/span><span data-contrast=\"auto\">main high&nbsp;<\/span><span data-contrast=\"auto\">standards in the Canadian&nbsp;<\/span><span data-contrast=\"auto\">bookkeeping&nbsp;<\/span><span data-contrast=\"auto\">industry.&nbsp;<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">During the recent Sage Accountants Forum,&nbsp;<\/span><span data-contrast=\"auto\">each of the nominees<\/span><span data-contrast=\"auto\">&nbsp;in attendance<\/span><span data-contrast=\"auto\"> answered questions on the topics of upskilling and training, technological disruption, the importance of networking events and the opportunities and challenges facing the industry. Each nominee also took the time to impart some Sage Advice for new and established <\/span><span data-contrast=\"auto\">accountants and&nbsp;<\/span><span data-contrast=\"auto\">bookkeepers.&nbsp;<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-t-he-nbsp-i-mportance-of-nbsp-u-pskilling-and-nbsp-t-raining-nbsp\"><span data-contrast=\"none\">T<\/span><span data-contrast=\"none\">he&nbsp;<\/span><span data-contrast=\"none\">i<\/span><span data-contrast=\"none\">mportance of&nbsp;<\/span><span data-contrast=\"none\">u<\/span><span data-contrast=\"none\">pskilling and&nbsp;<\/span><span data-contrast=\"none\">t<\/span><span data-contrast=\"none\">raining<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:40,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/h2>\n\n\n\n<p><span data-contrast=\"auto\">As one might expect, the recurring themes of <\/span><span data-contrast=\"auto\">becoming familiar with new technology and staying up to date with the latest<\/span><span data-contrast=\"auto\">&nbsp;app<\/span><span data-contrast=\"auto\"> integrations featured frequently in discussions.<\/span><span data-contrast=\"auto\">&nbsp;Attending conferences and networking events&nbsp;<\/span><span data-contrast=\"auto\">remains one of the best ways for accountants and bookkeepers to stay <\/span><span data-contrast=\"auto\">abreast<\/span><span data-contrast=\"auto\">&nbsp;<\/span><span data-contrast=\"auto\">of industry trends<\/span><span data-contrast=\"auto\">, a belief confirmed by&nbsp;a number of&nbsp;the&nbsp;<\/span><span data-contrast=\"auto\">award nominees.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">Dianne Mueller, Soma Small Business Solutions,&nbsp;Gibsons, BC<\/span><\/strong><strong><span data-contrast=\"auto\">:<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">What training or upskilling do you&nbsp;<\/span><\/strong><strong><span data-contrast=\"auto\">recommend<\/span><\/strong><strong><span data-contrast=\"auto\">&nbsp;in order to stay up to date with the latest industry trends<\/span><\/strong><strong><span data-contrast=\"auto\">?<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">This is so important with the speed of change that is currently happening in technology and business in general, not just accounting. My clients are struggling to keep up also. Competition in business is fierce and it is survival of the fittest. Part of my services must be to help them win the game. I must examine my client business as a whole and dig into the various industries to get the latest and greatest technology that will help my clients be more effective and efficient. Industry-specific apps and specializing in a sector or type of business makes this easier to manage.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">What advice would you give accountants and bookkeepers to help them retain clients and grow their practice?\u202f<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">Stop thinking bookkeeping and start thinking business growth<\/span><span data-contrast=\"auto\">!<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">Clyde Harris, Alwyn Enterprises, Scarborough, ON<\/span><\/strong><strong><span data-contrast=\"auto\">:<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">What training or upskilling do you&nbsp;<\/span><\/strong><strong><span data-contrast=\"auto\">recommend<\/span><\/strong><strong><span data-contrast=\"auto\">&nbsp;in order to stay up to date with the latest industry trends<\/span><\/strong><strong><span data-contrast=\"auto\">?<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">Attending&nbsp;<\/span><span data-contrast=\"auto\">events like the Sage Forums, conferences and I<\/span><span data-contrast=\"auto\">&nbsp;have to say I<\/span><span data-contrast=\"auto\">&nbsp;really miss the Sage Summit<\/span><span data-contrast=\"auto\">s\u2026I find other conferences to go to too, because I try to stay up to date<\/span><span data-contrast=\"auto\">,<\/span><span data-contrast=\"auto\">&nbsp;not only on the software that we are using<\/span><span data-contrast=\"auto\">, but the software<\/span><span data-contrast=\"auto\">&nbsp;and other things<\/span><span data-contrast=\"auto\">&nbsp;that affect the group<\/span><span data-contrast=\"auto\">&nbsp;of clients<\/span><span data-contrast=\"auto\">&nbsp;that I\u2019m working with.<\/span><span data-contrast=\"auto\">&nbsp;<\/span><span data-contrast=\"auto\">So,<\/span><span data-contrast=\"auto\">&nbsp;for example<\/span><span data-contrast=\"auto\">&nbsp;I&nbsp;have to&nbsp;keep up to date with what\u2019s going on in the church industry, I hav<\/span><span data-contrast=\"auto\">e to keep up to date with government compliance with CRA charity directives and things like that.&nbsp;<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">What advice would you give accountants and bookkeepers to help them retain clients and grow their practice?<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">Retaining clients is a challenge because the client thinks they know what they need, and you\u2019ve got to stay there with them. If they are way off base, you\u2019ve got to know how to say goodbye. In my case, if I have one leave, I\u2019ve had four more join me. You&nbsp;<\/span><span data-contrast=\"auto\">have to<\/span><span data-contrast=\"auto\">&nbsp;stay up to date with your client and learn what their pain points are&nbsp;<\/span><span data-contrast=\"auto\">and learn how you can help them. <\/span><span data-contrast=\"auto\">A lot of us in bookkeeping, don\u2019t take the time to talk to our clients year over year<\/span><span data-contrast=\"auto\">&nbsp;and we should be.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">[When it comes to growth] T<\/span><span data-contrast=\"auto\">he key thing I have found is to have a niche and to grow that niche.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-t-he-nbsp-b-enefits-of-nbsp-n-etworking-and-nbsp-a-ttending-nbsp-i-ndustry-nbsp-e-vents-nbsp\"><span data-contrast=\"none\">T<\/span><span data-contrast=\"none\">he&nbsp;<\/span><span data-contrast=\"none\">b<\/span><span data-contrast=\"none\">enefits of&nbsp;<\/span><span data-contrast=\"none\">n<\/span><span data-contrast=\"none\">etworking and&nbsp;<\/span><span data-contrast=\"none\">a<\/span><span data-contrast=\"none\">ttending&nbsp;<\/span><span data-contrast=\"none\">i<\/span><span data-contrast=\"none\">ndustry&nbsp;<\/span><span data-contrast=\"none\">e<\/span><span data-contrast=\"none\">vents<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:40,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/h2>\n\n\n\n<p><span data-contrast=\"auto\">Referrals remain a key driver for new business among accountants and bookkeepers, with industry networking events often cited as the arena where such important connections are established. It\u2019s not just the Sage Forum events that help generate these partnerships, but also the social events that accompany them.&nbsp;<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">Anna Abbruzzese, Actium Consulting Inc., Toronto, ON<\/span><\/strong><strong><span data-contrast=\"auto\">:<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">How important are networking events like today and tonight for bookkeepers and accountants?\u202f<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">Extremely important, I wouldn\u2019t have the business I have, or have been able to grow it without networking with my peers. [A lead recently came in from another practitioner] and if we didn\u2019t know each other, well it<\/span><span data-contrast=\"auto\">&nbsp;<\/span><span data-contrast=\"auto\">wouldn\u2019t have happened. It can come about at these events where people can kick back and chat\u2026and people only give business to people they like.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">What advice would you give accountants and bookkeepers to help them retain clients and grow their practice?<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">Be true to yourself and to your customers. People can see through \u2018fake\u2019 very easily and I built my business 100% on referrals. Stick to what you\u2019re good at and what you know. Don\u2019t drop your price for clients; most of the time people will ask for a discount and it\u2019s okay to say \u201cno, this is my price and it is what it is\u201d.<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">Joanne Pilon, Sudbury East Bookkeeping &amp; Tax Services Inc., Sudbury ON<\/span><\/strong><strong><span data-contrast=\"auto\">:<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">How important are networking events like today and tonight for bookkeepers and accountants?\u202f<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">I think the networking events are very important and all bookkeepers and accountants should attend.\u202f I have been working in this field (bookkeeping) for nearly 40 years, owned my business for 22 years and tried to attend as many networking events I could.\u202fThese events show us what new software&nbsp;<\/span><span data-contrast=\"auto\">is<\/span><span data-contrast=\"auto\">&nbsp;out there, what new changes and updates to current software, how we can save time and make our work more efficient.\u202f We could service our clients better today than 40 years ago. I think it is very necessary to keep up with the times, because if you don&#8217;t your clients will go elsewhere where they can upgrade to something new.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">What advice would you give accountants and bookkeepers to help them retain clients and grow their practice?\u202f<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">Keep yourself up to date with new technologies and software, assess what is best for your clients and customize your clients<\/span><span data-contrast=\"auto\">\u2019<\/span><span data-contrast=\"auto\">&nbsp;books to suit their business not yours.\u202f Without those clients you don&#8217;t have a business.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-challenges-that-are-facing-nbsp-accountants-and-nbsp-bookkeepers-today-nbsp\"><span data-contrast=\"none\">The challenges that are facing&nbsp;<\/span><span data-contrast=\"none\">accountants and<\/span><span data-contrast=\"none\">&nbsp;bookkeepers today<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:40,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/h2>\n\n\n\n<p><span data-contrast=\"auto\">Technology was repeatedly mentioned in relation to both the opportunities and challenges that are impacting accountants and bookkeepers. Hot topics such as the need to embrace AI-powered tools and automation were on everyone\u2019s lips as well as the evolving role of the accountant and bookkeeper.&nbsp;&nbsp;<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">Marcel Levesque, ML Tax Planning &amp; Accounting Inc.,&nbsp;<\/span><\/strong><strong><span data-contrast=\"auto\">High River, AB<\/span><\/strong><strong><span data-contrast=\"auto\">:<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">What do you think are some of the challenges that are facing accountants and bookkeepers today?&nbsp;<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><mark class=\"highlight-and-share\"><span data-contrast=\"auto\">Recognition that we are bookkeepers<\/span><span data-contrast=\"auto\">&nbsp;and\/or accountants, because everybody today is a bookkeeper&nbsp;<\/span><span data-contrast=\"auto\">as&nbsp;<\/span><span data-contrast=\"auto\">they<\/span><span data-contrast=\"auto\">&nbsp;can go online or go to a store and buy a computerized program. <\/span><\/mark><span data-contrast=\"auto\">You mightn\u2019t know anything about accounting, but because you\u2019re running&nbsp;<\/span><span data-contrast=\"auto\">an&nbsp;<\/span><span data-contrast=\"auto\">easy to use&nbsp;<\/span><span data-contrast=\"auto\">program you think you are a bookkeeper. It\u2019s not that easy,&nbsp;<\/span><span data-contrast=\"auto\">this is learned<\/span><span data-contrast=\"auto\">&nbsp;when they suddenly&nbsp;have to&nbsp;do something like an audit.&nbsp;<\/span><span data-contrast=\"auto\">The adverse challenge, or opportunity to that is to get out there and be&nbsp;<\/span><span data-contrast=\"auto\">recognized<\/span><span data-contrast=\"auto\">.&nbsp;<\/span><span data-contrast=\"auto\">Essentially, y<\/span><span data-contrast=\"auto\">ou need to&nbsp;<\/span><span data-contrast=\"auto\">\u2018<\/span><span data-contrast=\"auto\">walk the beat<\/span><span data-contrast=\"auto\">\u2019<\/span><span data-contrast=\"auto\">.<\/span><span data-contrast=\"auto\">&nbsp;There\u2019s a lot of technology coming down to us and we\u2019re getting the first<\/span><span data-contrast=\"auto\">&#8211;<\/span><span data-contrast=\"auto\">hand information about&nbsp;<\/span><span data-contrast=\"auto\">it<\/span><span data-contrast=\"auto\">&nbsp;so we can&nbsp;<\/span><span data-contrast=\"auto\">go to our clients and sell that.&nbsp;<\/span><span data-contrast=\"auto\">I&nbsp;<\/span><span data-contrast=\"auto\">see<\/span><span data-contrast=\"auto\">&nbsp;opportunity there.&nbsp;<\/span><span data-contrast=\"auto\">&nbsp;<\/span><span data-contrast=\"auto\">&nbsp;<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">What advice would you give accountants and bookkeepers to help them retain clients and grow their practice?<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">If there\u2019s one thing I learned on day one, it was ethics. Be true to yourself<\/span><span data-contrast=\"auto\">&nbsp;and don\u2019t cut corners. If you know that something is wrong, say it. If your clients don\u2019t abide by it, don\u2019t&nbsp;<\/span><span data-contrast=\"auto\">be&nbsp;<\/span><span data-contrast=\"auto\">afraid to fire them, because&nbsp;<\/span><span data-contrast=\"auto\">your code of conduct and ethics&nbsp;<\/span><span data-contrast=\"auto\">must<\/span><span data-contrast=\"auto\">&nbsp;be number one and you&nbsp;have to&nbsp;be true to what you\u2019re doing<\/span><span data-contrast=\"auto\">. When you put your signature on a&nbsp;<\/span><span data-contrast=\"auto\">document<\/span><span data-contrast=\"auto\">, that is your name and reputation. I normally tell accountants and bookkeepers that you<\/span><span data-contrast=\"auto\">\u2019ve<\/span><span data-contrast=\"auto\">&nbsp;got to be&nbsp;<\/span><span data-contrast=\"auto\">true with your figures and yourself so you can be true to your clients.&nbsp;<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">Lori Meyer,&nbsp;<\/span><\/strong><strong><span data-contrast=\"auto\">Xln&nbsp;Pro Consulting Inc,&nbsp;<\/span><\/strong><strong><span data-contrast=\"auto\">Langley B<\/span><\/strong><strong><span data-contrast=\"auto\">C:<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">What do you think are some of the challenges that are facing accountants and bookkeepers today?&nbsp;<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">I think a lot of the challenges came up in the Forum session we attended today. Keeping up with all the apps was one that I related to. I\u2019m excited about them and I love them and have been known to spend hours and hours playing with them, and you do have to focus and look where are your business priorities and decide which ones fit. I heard one attendee mention that they get excited when they find an app that is perfect for a client and then one comes out later that changes and she\u2019s already got her client trained up on it, but now she needs to train them up just a little bit more. That has happened to me too.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">What advice would you give accountants and bookkeepers to help them retain clients and grow their practice?<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">My&nbsp;<\/span><span data-contrast=\"auto\">advice to retaining clients would be to continue to look how you can add value to their business. I like what Bianca Mueller said<\/span><span data-contrast=\"auto\">,&nbsp;<\/span><span data-contrast=\"auto\">\u201c<\/span><span data-contrast=\"auto\">it\u2019s not just about doing their bookkeeping and accounting, you&nbsp;<\/span><span data-contrast=\"auto\">have to<\/span><span data-contrast=\"auto\">&nbsp;look at their entire business<\/span><span data-contrast=\"auto\">\u201d<\/span><span data-contrast=\"auto\">. The more you know about it, the more you can help them out.<\/span><span data-contrast=\"auto\">&nbsp;<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">Because I\u2019m also a CPA and&nbsp;<\/span><span data-contrast=\"auto\">have&nbsp;<\/span><span data-contrast=\"auto\">not worked in the public accounting<\/span><span data-contrast=\"auto\">&nbsp;world as a CPA<\/span><span data-contrast=\"auto\">&nbsp;in a<\/span><span data-contrast=\"auto\">&nbsp;<\/span><span data-contrast=\"auto\">long time<\/span><span data-contrast=\"auto\">&nbsp;and have not gone up through those ranks, I&nbsp;<\/span><span data-contrast=\"auto\">do have a&nbsp;<\/span><span data-contrast=\"auto\">l<\/span><span data-contrast=\"auto\">ot of networks and f<\/span><span data-contrast=\"auto\">riends who are<\/span><span data-contrast=\"auto\">&nbsp;part of<\/span><span data-contrast=\"auto\">&nbsp;CPA firms and I think that is one of the best connections you can have to help you<\/span><span data-contrast=\"auto\">&nbsp;in your business<\/span><span data-contrast=\"auto\">.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">Debrah&nbsp;Burleigh,&nbsp;Debrah&nbsp;Burleigh and Associates Ltd, Surrey, BC<\/span><\/strong><strong><span data-contrast=\"auto\">:<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">What do you think are some of the challenges that are facing accountants and bookkeepers today?&nbsp;<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">All the&nbsp;<\/span><span data-contrast=\"auto\">automation and<\/span><span data-contrast=\"auto\">&nbsp;<\/span><span data-contrast=\"auto\">new&nbsp;<\/span><span data-contrast=\"auto\">technolog<\/span><span data-contrast=\"auto\">y&nbsp;<\/span><span data-contrast=\"auto\">is a<\/span><span data-contrast=\"auto\">&nbsp;huge<\/span><span data-contrast=\"auto\">&nbsp;challenge. Number 1<\/span><span data-contrast=\"auto\">:<\/span><span data-contrast=\"auto\">&nbsp;trying to keep up with it<\/span><span data-contrast=\"auto\">.<\/span><span data-contrast=\"auto\">&nbsp;<\/span><span data-contrast=\"auto\">N<\/span><span data-contrast=\"auto\">umber 2<\/span><span data-contrast=\"auto\">:<\/span><span data-contrast=\"auto\">&nbsp;trying to figure out&nbsp;<\/span><span data-contrast=\"auto\">through<\/span><span data-contrast=\"auto\">&nbsp;automation<\/span><span data-contrast=\"auto\">&nbsp;the<\/span><span data-contrast=\"auto\">&nbsp;new ways to support your customers&nbsp;<\/span><span data-contrast=\"auto\">because<\/span><span data-contrast=\"auto\">&nbsp;now<\/span><span data-contrast=\"auto\">&nbsp;they can&nbsp;<\/span><span data-contrast=\"auto\">use<\/span><span data-contrast=\"auto\">&nbsp;software&nbsp;<\/span><span data-contrast=\"auto\">to handle more of the&nbsp;<\/span><span data-contrast=\"auto\">accounting<\/span><span data-contrast=\"auto\">&nbsp;side of things<\/span><span data-contrast=\"auto\">&nbsp;that can cut you out of the role. But, by staying up to date with technology&nbsp;<\/span><span data-contrast=\"auto\">you\u2019re<\/span><span data-contrast=\"auto\">&nbsp;<\/span><span data-contrast=\"auto\">opening<\/span><span data-contrast=\"auto\">&nbsp;the door to new&nbsp;<\/span><span data-contrast=\"auto\">value<\/span><span data-contrast=\"auto\">&nbsp;you can<\/span><span data-contrast=\"auto\">&nbsp;add<\/span><span data-contrast=\"auto\">&nbsp;for your customers.&nbsp;<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\n<div class=\"single-cta gated-content\">\n\t<div class=\"single-cta__positioner\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">The Practice of Now 2019 <\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p>We surveyed 3,000 accountants worldwide to reveal how the accounting landscape is changing. Discover how your fellow accountants are preparing for the next decade and learn what you can do now to keep your practice successful.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-feedbf63-dbb1-456b-b933-af06cb4c253e\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Get The Practice of Now 2020<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t<div class=\"single-cta__downloads\">\n\t\t\t\t\t\n\t\t\t\t\t2,545 readers have downloaded this guide\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1215\" height=\"810\" src=\"https:\/\/www.sage.com\/en-ca\/blog\/wp-content\/uploads\/sites\/12\/2020\/07\/FloatDigital_FY18_Accounting_307317-1215x810.jpg\" class=\"single-cta__image\" alt=\"Woman in mustard coloured top standing arms folded in front of desk\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-ca\/blog\/wp-content\/uploads\/sites\/12\/2020\/07\/FloatDigital_FY18_Accounting_307317-1215x810.jpg 1215w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">What advice would you give accountants and bookkeepers to help them retain clients and grow their practice?<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">Make the move to&nbsp;<\/span><a href=\"https:\/\/www.sage.com\/en-ca\/sage-business-cloud\/accounting\/\"><span data-contrast=\"none\">Sage Business C<\/span><span data-contrast=\"none\">loud&nbsp;<\/span><span data-contrast=\"none\">A<\/span><span data-contrast=\"none\">ccounting<\/span><\/a><span data-contrast=\"auto\">. Once you do this, you\u2019re taking a step to open yourself up to taking on more clients. It helps you retain your clients when you stay on top of technology<\/span><span data-contrast=\"auto\">,<\/span><span data-contrast=\"auto\">&nbsp;when you are more informed. You are freeing up your clients\u2019 time to help them focus on their business by giving them opportunities to do things such as their invoices and account receivables in&nbsp;<\/span><span data-contrast=\"auto\">Sage Accounting<\/span><span data-contrast=\"auto\">.&nbsp;<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">Andree Dube,&nbsp;Int\u00e9gratech, Longueil, QC<\/span><\/strong><strong><span data-contrast=\"auto\">:<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">What do you think are some of the challenges that are facing accountants and bookkeepers today?&nbsp;<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">A<\/span><span data-contrast=\"auto\">I<\/span><span data-contrast=\"auto\">&nbsp;is&nbsp;<\/span><span data-contrast=\"auto\">an issue facing&nbsp;<\/span><span data-contrast=\"auto\">many professions and&nbsp;<\/span><span data-contrast=\"auto\">potentially affecting&nbsp;<\/span><span data-contrast=\"auto\">many jobs right now<\/span><span data-contrast=\"auto\">.&nbsp;<\/span><span data-contrast=\"auto\">I love change and I think it\u2019s a cool thing that the industry needs to get&nbsp;<\/span><span data-contrast=\"auto\">with<\/span><span data-contrast=\"auto\">&nbsp;it and enjoy the ride. Bookkeepers and accountants have&nbsp;<\/span><span data-contrast=\"auto\">been slow&nbsp;<\/span><span data-contrast=\"auto\">to&nbsp;<\/span><span data-contrast=\"auto\">adopt to it<\/span><span data-contrast=\"auto\">. They need to understand that they will not lose their jobs because&nbsp;<\/span><span data-contrast=\"auto\">o<\/span><span data-contrast=\"auto\">f it, rather they will do their job differently<\/span><span data-contrast=\"auto\">. You can do a lot more<\/span><span data-contrast=\"auto\">&nbsp;for clients<\/span><span data-contrast=\"auto\">, such as&nbsp;<\/span><span data-contrast=\"auto\">consulting and&nbsp;<\/span><span data-contrast=\"auto\">advising and not just bookkeeping<\/span><span data-contrast=\"auto\">&nbsp;so they should embrace it. We\u2019ve been talking about it&nbsp;<\/span><span data-contrast=\"auto\">for<\/span><span data-contrast=\"auto\">&nbsp;<\/span><span data-contrast=\"auto\">10 years. It\u2019s been here<\/span><span data-contrast=\"auto\">&nbsp;without&nbsp;<\/span><span data-contrast=\"auto\">massive&nbsp;<\/span><span data-contrast=\"auto\">adoption, but we\u2019re getting there now.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">What advice would you give accountants and bookkeepers to help them retain clients and grow their practice?<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">It all starts with giving good service. Simply be there! Be there for your clients when they need you<\/span><span data-contrast=\"auto\">&nbsp;and<\/span><span data-contrast=\"auto\">&nbsp;<\/span><span data-contrast=\"auto\">n<\/span><span data-contrast=\"auto\">ever<\/span><span data-contrast=\"auto\">&nbsp;sell yourself short.<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-t-he-opportunities-that-are-facing-the-industry-today-nbsp\"><span data-contrast=\"none\">T<\/span><span data-contrast=\"none\">he opportunities that are facing the industry today<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:40,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/h2>\n\n\n\n<p><span data-contrast=\"auto\">Expert knowledge was championed as one of the strengths that is continuously harnessed by Canadian accountants and bookkeepers. Another positive takeaway was the notable evidence of collaboration among stakeholders in the industry, especially between different generations of accountants and bookkeepers. With automation being a widely discussed topic, there was also encouraging chatter about the added value accountants and bookkeepers can provide clients now that they aren\u2019t bogged down as much by manual entry tasks.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">Karen Brault RSM Canada, Red Deer, AB<\/span><\/strong><strong><span data-contrast=\"auto\">:<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">What do you think are some of the opportunities that are facing accountants and bookkeepers today?&nbsp;<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">There are opportunities in the tech and the training that we can provide for other accountants and bookkeepers. A lot of offices and companies have their own internal bookkeepers and accountants and they need training too. Now, we are the experts in all this stuff that we are working in everyday so the training opportunities out there are huge. We need to let them know how to use these apps and how to best utilize them to help them in their business.&nbsp;<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">What advice would you give accountants and bookkeepers to help them retain clients and grow their practice?<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">I would say, for retention keep up with the knowledge. If you fall behind people are going to notice that<\/span><span data-contrast=\"auto\">&nbsp;and they\u2019re going to give up on you. They want to be fast forward in<\/span><span data-contrast=\"auto\">&nbsp;<\/span><span data-contrast=\"auto\">their&nbsp;<\/span><span data-contrast=\"auto\">business,<\/span><span data-contrast=\"auto\">&nbsp;and they need to know numbers and financial statements&nbsp;<\/span><span data-contrast=\"auto\">and you need to have these at&nbsp;<\/span><span data-contrast=\"auto\">the tip of&nbsp;<\/span><span data-contrast=\"auto\">your fingers. I<\/span><span data-contrast=\"auto\">f<\/span><span data-contrast=\"auto\">&nbsp;you can\u2019t give that to them&nbsp;<\/span><span data-contrast=\"auto\">then you\u2019re falling behind for them.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">Build your profile. Get out there and make sure that people know who you are. Get involved in your community and attend events and get on social media. Get on sites on which people are actively seeking help and start answering some of those accounting and bookkeeping questions. Once people get a comfort level for what you know, you\u2019re going to grow your business.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">Marge&nbsp;Wegren-Debre, P51 Computing Strategies, Edmonton, AB<\/span><\/strong><strong><span data-contrast=\"auto\">:<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">What do you think are some of the opportunities that are facing accountants and bookkeepers today?&nbsp;<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">The networking and the collaboration. We\u2019ve seen a big change in the last five years in that way and that\u2019s the saving grace for us all. It used to be very territorial. I think part of the change happened because some of us \u2018pioneers\u2019 didn\u2019t want new bookkeepers coming up to go through the same struggles that we did<\/span><span data-contrast=\"auto\">,<\/span><span data-contrast=\"auto\">&nbsp;so&nbsp;<\/span><span data-contrast=\"auto\">[now we are]&nbsp;<\/span><span data-contrast=\"auto\">sharing what we learned with those that want<\/span><span data-contrast=\"auto\">&nbsp;<\/span><span data-contrast=\"auto\">to learn from us. The fear has come&nbsp;<\/span><span data-contrast=\"auto\">away from the<\/span><span data-contrast=\"auto\">&nbsp;collaboration level. It\u2019s a different type of openness now too based on \u2018how can we help each other<\/span><span data-contrast=\"auto\">?<\/span><span data-contrast=\"auto\">\u2019 as opposed to just, \u2018what can I take from you<\/span><span data-contrast=\"auto\">?<\/span><span data-contrast=\"auto\">\u2019<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">What advice would you give accountants and bookkeepers to help them retain clients and grow their practice?<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">For retaining clients, I would say, never stop paying attention to what they need because we need to evolve, so do they. Sometimes they\u2019re up against changes that they don\u2019t want to make because of the industry they\u2019re in, but nobody is going to survive unless we do. So, keeping that pulse [is important], which means keeping a&nbsp;really good&nbsp;relationship with them.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">I think the growth part also falls into that, because if you\u2019re keeping a pulse of what they need and as their needs change if you can adapt and provide resources for those changes your business evolves as you do that.&nbsp;&nbsp;<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">Bianca Mueller, Books by Bianca, Burnaby, BC<\/span><\/strong><strong><span data-contrast=\"auto\">:<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">What do you think are some of the opportunities that are facing accountants and bookkeepers today?&nbsp;<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">One aspect is<\/span><span data-contrast=\"auto\">&nbsp;the potential&nbsp;<\/span><span data-contrast=\"auto\">for<\/span><span data-contrast=\"auto\">&nbsp;<\/span><span data-contrast=\"auto\">s<\/span><span data-contrast=\"auto\">peciali<\/span><span data-contrast=\"auto\">zation<\/span><span data-contrast=\"auto\">&nbsp;and getting more into high level&nbsp;<\/span><span data-contrast=\"auto\">controller<\/span><span data-contrast=\"auto\">&nbsp;and&nbsp;<\/span><span data-contrast=\"auto\">mentorship<\/span><span data-contrast=\"auto\">&nbsp;rol<\/span><span data-contrast=\"auto\">es<\/span><span data-contrast=\"auto\">.<\/span><span data-contrast=\"auto\">&nbsp;<\/span><span data-contrast=\"auto\">It\u2019s also great&nbsp;<\/span><span data-contrast=\"auto\">to see that we\u2019re g<\/span><span data-contrast=\"auto\">etting rid of the&nbsp;<\/span><span data-contrast=\"auto\">monotonous<\/span><span data-contrast=\"auto\">&nbsp;manual data entry and the things that I don\u2019t feel necessarily make me a better bookkeeper.<\/span><span data-contrast=\"auto\">&nbsp;<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">What advice would you give accountants and bookkeepers to help them retain clients and grow their practice?<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">Stay up to date with industry trends and educat<\/span><span data-contrast=\"auto\">e<\/span><span data-contrast=\"auto\">&nbsp;you<\/span><span data-contrast=\"auto\">r<\/span><span data-contrast=\"auto\">&nbsp;clients and your peers on what you can do help each other in this industry. I think we need to rely on each other a lot more and learn from each other<\/span><span data-contrast=\"auto\">.<\/span><span data-contrast=\"auto\">&nbsp;<\/span><span data-contrast=\"auto\">W<\/span><span data-contrast=\"auto\">e are all a very amazing collective group together.&nbsp;&nbsp;<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">Sara Gibb, Sara&#8217;s Bookkeeping Services, Chemainus, BC<\/span><\/strong><strong><span data-contrast=\"auto\">:<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">What do you think are some of the opportunities that are facing accountants and bookkeepers today?<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">There\u2019s a big opportunity in embracing technology<\/span><span data-contrast=\"auto\">.<\/span><span data-contrast=\"auto\">&nbsp;I had a system that was comfortable, but I was a one<\/span><span data-contrast=\"auto\">&#8211;<\/span><span data-contrast=\"auto\">woman show and I was getting maxed out, I was working late hours and weekends. I had to embrace the technology before bringing on new staff and get a workflow in place so I could take on new staff and still be able to grow my business.&nbsp;<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><strong><span data-contrast=\"auto\">What advice would you give accountants and bookkeepers to help them retain clients and grow their practice?<\/span><\/strong><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<p><span data-contrast=\"auto\">The best&nbsp;<\/span><span data-contrast=\"auto\">advice I could&nbsp;<\/span><span data-contrast=\"auto\">give would be to maintain c<\/span><span data-contrast=\"auto\">lear and consistent communication<\/span><span data-contrast=\"auto\">&nbsp;with your clients<\/span><span data-contrast=\"auto\">.<\/span><span data-contrast=\"auto\">&nbsp;<\/span><span data-contrast=\"auto\">After that, I would&nbsp;<\/span><span data-contrast=\"auto\">say to&nbsp;<\/span><span data-contrast=\"auto\">e<\/span><span data-contrast=\"auto\">mbrace technology and don\u2019t be a<\/span><span data-contrast=\"auto\">fr<\/span><span data-contrast=\"auto\">aid to put yourself out ther<\/span><span data-contrast=\"auto\">e<\/span><span data-contrast=\"auto\">. Tha<\/span><span data-contrast=\"auto\">t\u2019s&nbsp;<\/span><span data-contrast=\"auto\">how&nbsp;<\/span><span data-contrast=\"auto\">you get more clients. The more you put yourself out there, the more clients will come to you.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-photo-gallery\">Photo Gallery<\/h2>\n\n\n\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">Click to see the <a href=\"https:\/\/www.sage.com\/en-ca\/blog\/sage-circle-excellence-awards\/\">photos from the Sage Circle of Excellence Accounting Awards ceremony<\/a> on the award winners page.<\/span><\/p>\n\n\n\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">&nbsp;<\/span><\/p>\n\n\n\n<div class=\"single-cta gated-content\">\n\t<div class=\"single-cta__positioner\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">The Practice of Now 2020<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p>We surveyed 3,000 accountants worldwide to reveal how the accounting landscape is changing. Discover how your fellow accountants are preparing for the next decade and learn what you can do now to keep your practice successful.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-feedbf63-dbb1-456b-b933-af06cb4c253e\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Get The Practice of Now 2020<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t<div class=\"single-cta__downloads\">\n\t\t\t\t\t\n\t\t\t\t\t2,545 readers have downloaded this guide\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1215\" height=\"810\" src=\"https:\/\/www.sage.com\/en-ca\/blog\/wp-content\/uploads\/sites\/12\/2020\/07\/FloatDigital_FY18_Accounting_307317-1215x810.jpg\" class=\"single-cta__image\" alt=\"Woman in mustard coloured top standing arms folded in front of desk\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-ca\/blog\/wp-content\/uploads\/sites\/12\/2020\/07\/FloatDigital_FY18_Accounting_307317-1215x810.jpg 1215w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n\n\n<div class=\"single-cta\">\n\t<div class=\"single-cta__positioner\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">Subscribe to the Sage Advice Newsletter<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p class=\"cta-content__title\">Get a roundup of our best business advice in your inbox every month.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-8949a954-88b2-43bb-8b8a-77c53eb34350\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Subscribe<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-ca\/blog\/wp-content\/uploads\/sites\/12\/2022\/04\/GettyImages-1073797282-1440x810.jpg\" class=\"single-cta__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-ca\/blog\/wp-content\/uploads\/sites\/12\/2022\/04\/GettyImages-1073797282-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>The inaugural Sage Circle of Excellence Accounting Awards were recently held in Vancouver on a night that recognized and celebrated our highly active and engaged, Sage accountant and bookkeeper community.&nbsp; The nominees were put forward by their peers&nbsp;for recognition&nbsp;because of their&nbsp;successful&nbsp;efforts to&nbsp;main high&nbsp;standards in the Canadian&nbsp;bookkeeping&nbsp;industry.&nbsp;&nbsp; During the recent Sage Accountants Forum,&nbsp;each of the nominees&nbsp;in [&hellip;]<\/p>\n","protected":false},"author":737,"featured_media":8131,"menu_order":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_sage_video":false,"post_featured_image_hide":false,"footnotes":""},"categories":[18,16,7],"tags":[162,165,208],"business_type":[3,6],"lilypad":[],"context":[],"industry":[127],"persona":[82,73,83],"imagine_tag":[34,35],"coauthors":[310],"class_list":["post-6645","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-getting-customers","category-growth-customers","category-money-matters","tag-accounting-101","tag-bookkeeping","tag-staying-competitive","business_type-small-business","business_type-accountants","industry-financial-services"],"sage_meta":{"region":"en-ca","author_name":"Owen Sweeney","featured_image":"https:\/\/www.sage.com\/en-ca\/blog\/wp-content\/uploads\/sites\/12\/2022\/04\/GettyImages-650855441.jpg","imagine_tags":{"34":"Accountants","35":"accounting software"}},"distributor_meta":false,"distributor_terms":false,"distributor_media":false,"distributor_original_site_name":"Sage Advice Canada English","distributor_original_site_url":"https:\/\/www.sage.com\/en-ca\/blog","push-errors":false,"_links":{"self":[{"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/posts\/6645","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/users\/737"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/comments?post=6645"}],"version-history":[{"count":0,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/posts\/6645\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/media\/8131"}],"wp:attachment":[{"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/media?parent=6645"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/categories?post=6645"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/tags?post=6645"},{"taxonomy":"business_type","embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/business_type?post=6645"},{"taxonomy":"lilypad","embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/lilypad?post=6645"},{"taxonomy":"context","embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/context?post=6645"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/industry?post=6645"},{"taxonomy":"persona","embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/persona?post=6645"},{"taxonomy":"imagine_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/imagine_tag?post=6645"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/coauthors?post=6645"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}