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Welcome to the Sage Customer Webinar Series Hub

 

Learn more about your Sage 50 software and find useful tips from Sage experts

Are you getting the most out of your Sage investment?

Learn best practices, product tips and success strategies from business experts and top Sage trainers.  Register now to secure your spot in our live webinar sessions.

Getting started on Sage 50cloud

Join this free webinar and learn the main features of Sage 50cloud, how to get setup quickly and efficiently, and how you can get the most out of your Sage solution.  What you’ll learn in 30 minutes:

  • Setting up your business details
  • Creating your first invoice
  • Listing your employees in the payroll module

Presenter: Denesh Sookar, Sr. Customer Services Analyst
Duration: 30 mins + Q&A
Date: Multiple dates offered

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. You’ll learn:

  • Why referrals are so valuable
  • How to develop a referral network
  • Where to look for referrals
  • How to incentivize people or businesses to refer customers
  • Mistakes to avoid when asking for referrals.

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

Duration: 60 mins
Date: August 11, 2022
Time: 11AM - 12PM PT / 2PM - 3PM ET

Explore our small business cloud-native solutions

Whether you're reconciling transactions, managing your people, or performing data entry tasks, Sage has a cloud-empowered solution that's right for you.

Sage Business Cloud Accounting

Work from anywhere, anytime. Enjoy small business accounting with cloud-native features like invoicing, cash flow, payments and more.

Sage HR

Attract, retain, and engage your people from anywhere with easy-to-use, cloud-enabled HR software.
AutoEntry logo

AutoEntry

Use your phone to snap a pic and automatically import bills, receipts and invoices into Sage 50cloud.

Missed a session? Catch up on popular product tips and tricks anytime, on your time

New recordings will be added regularly so be sure to bookmark this page.

Sage 50 Customer Webinars

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. Our panel of experts are ready to answer your questions and share their knowledge.

You'll learn:

  • Why your business should continue to focus on social media
  • How to set a social media strategy
  • Who you’ll find on different platforms
  • How to measure results using social media analytics and reporting
  • Tools and resources to make social media easier
  • Social media trends worth monitoring

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

Duration: 1 hour


Watch now

You’ve done the heavy lifting starting a new venture, but are you aware of the common accounting pitfalls Canadian small business owners often face? Join us as we hear from an accounting specialist on how best to manage your accounting processes as a new small business owner, and ways you can eliminate roadblocks as your business grows!

Presenter: Taimoor Tariq, Product Marketing Evangelist, Sage

Time: 11AM PST/2PM EST


Watch now

Cryptocurrencies and the blockchain are here to stay, prompting many business owners to wonder if they should be accepting cryptocurrency as payment. Have you considered cryptocurrencies’ application to your organization?

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

Presenter: 
Roger Pierce, Small Business Expert
Albert Luk, General Counsel and Chief Privacy Officer, Bond Brand Loyalty Inc.
Ronny Ko, Managing Director, Forte Innovations

Duration: 60 mins
Date: June 21st, 2022
Time: 11AM PST/2PM EST


Watch now
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.

Presenter:
Taimoor Tariq, Product Marketing Evangelist, Sage
Steve Ryujin, VP, Small Business
Harpaul Lehry, Director, Business Development

Duration: 60 mins
Watch now

As your business matures and your list of responsibilities are rapidly expanded beyond your control, it’s probably a good time to consider getting some professional assistance.  Hiring an external bookkeeper or accountant can introduce a variety of immediate impact to your operations, and business owners with growing ventures will often find it challenging to see the whole picture so they can weigh the pros and cons subjectively.  In this session, we will share the key considerations and questions you should be evaluating and a comprehensive outline of benefits and values to expect from working with a bookkeeper or accountant.

Presenter: Taimoor Tariq, Product Marketing Evangelist, Sage
Duration: 60 mins


Watch now

As a business owner, you work hard for every dollar your business brings in. By paying less tax, you’ll be able to keep more money in your business to fund operations, build for the future – and even pay yourself.

Whether you prepare your own tax returns or work with a tax specialist, it’s important to identify and take advantage of all tax-saving opportunities available to you.

In this helpful webcast, our small business tax specialist will answer your confidential questions about business taxes and how to reduce your tax burden. You can ask about:

  • Strategies to lower your tax bill.
  • How to simplify tax preparation & filing.
  • Home-based business deductions.
  • Dealing with the Canada Revenue Agency.
  • Calculating business mileage expenses.
  • Top money mistakes people usually make.
  • What is considered business or taxable income.
  • Setting aside enough money for taxes.

Bonus! You’ll also receive this free handout from Sage: 10 Tips to Reduce Your Business Taxes in Canada

Presenter: Roger Pierce & Anna Abbruzzese
Duration: 60 mins


Watch now

One of the top concerns echo ’ed amongst small business owners comes as no surprise – they simply don’t have the luxury of time to tackle their business’ growth needs.  In this session, we will illuminate how the power of automation through AutoEntry, coupled with your Sage Accounting solutions will start to help you unlock substantial time savings from everyday manual data entry tasks.

Presenter: Taimoor Tariq, Product Marketing Evangelist, Sage
Duration: 60 mins


Watch now

Don’t miss Sage’s own Customer Success Manager Marija Temelkovski, highlight some of the best practices your business can adopt to make your workstyle and daily processes more efficient, leaner and flexible…simply from making use of the features found in your Sage 50cloud.

Session outline:

  • Bank Feeds
  • Invoice Payments
  • Microsoft Office 365 cloud features
  • AutoEntry

Presenter: Marija Temelkovski
Duration: 45 minutes

Watch now

As CRA moves forward with more remote audits, James and Rachel will discuss what should be expected of you or your clients to be in compliance with CRA’s legitimate requests for information and documentation.

Presenter: James Rhodes & Rachel Fisch
Duration: 90 mins


Watch now
In part 3 of the series hosted by Trifold Bookkeeper Advisors, we will discuss the importance of planning for growth. As Zig Zigler says “if you aim at nothing, you will hit it every time”, so if you want profit, you need to plan for it. There are three key drivers in business: Sales, Costs, and Working Capital which all need to be examined and projected. Once the plan is in place, everyone needs a reason to be invested. Then navigating the map as a team will include monitoring along the way and knowing when to detour. We’ve got a compass!

Presenter:
Shelley Rudiger, DFA, CPB, FCPB
Dianne Mueller, CPB, FCPB
Marge Wegren-Debre, CPB, FCPB

Duration: 60 minutes

Watch now
There’s a wealth of information available in your accounting data that can help your business to increase customer sales. You just need to know what to look for. In this webinar, you’ll learn how to spot customer buying patterns, identify your best customers, re-engage lapsed buyers, upsell and cross-sell to customers, as well as boost cash flow by better managing payment options and customer credit terms.

Presenter: Roger Pierce
Duration: 60 minutes



Watch now

Brand & Talent Strategist Leigh Mitchell built and grew her two companies Bee Happy HR & Women in Biz Network through developing and implementing collaboration and partnership strategies. Leigh will share her best practices so that you too can save money, time, and resources to boost your brand and business opportunities.

Session outline:

  • Why partner and collaborate?
  • Common Pitfalls
  • Best practices to put ideas into action

Presenter: Leigh Mitchell
Duration: 60 minutes


Watch now
In part 2 of the series hosted by Trifold Bookkeeper Advisors, we will answer the question “why is my profit not in my bank account?” Examining ‘money in’ versus ‘money out’ and where that information appears on your financials is critical to understanding cash flow. The Income Statement is not the only report you should rely on when determining your available cash, and we’ll talk about why. We have some simple equations and tips we will share to help you identify ways to increase cash flow.

Presenter:
Shelley Rudiger, DFA, CPB, FCPB
Dianne Mueller, CPB, FCPB
Marge Wegren-Debre, CPB, FCPB

Duration: 60 minutes

Watch now
Cash flow and profitability are top of mind for most Canadian business owners impacted by the pandemic. This is the time to do more with less in your business, to help aid recovery and build business resilience. Join us to learn how to find new customers, improve lead conversion rates, sell more of your most profitable products and services, trim unnecessary expenses, and check your margins.

Presenter: Roger Pierce
Duration: 60 minutes

Watch now
In this session we will take a look at the importance of your account setup as the first step in the path of business success. Having your company information sorted and presented to you in the way you need it, why things are where they are, what the Chart of Accounts even means, and how it all works together to provide reports, are all key factors we will show you. The results on your Financial Statements are a direct result of your account setup, and we’ll demonstrate a sample layout so you can see how to obtain the matter-of-fact measurements you require to assess your business.

Presenter:
Shelley Rudiger, DFA, CPB, FCPB
Dianne Mueller, CPB, FCPB
Marge Wegren-Debre, CPB, FCPB

Duration: 60 minutes

Watch now
In this seminar James and Rachel will review mistakes that are caught by CRA auditors that could have been prevented or avoided so you or your clients don’t repeat them. In addition they will talk about resolutions seen with auditors and appeals officers. Why learn from your own mistakes when you can learn from others?

Presenter: James Rhodes & Rachel Fisch
Duration: 60 mins

Watch now

Increasing your cash flow is all about getting your money moving. The faster you collect money, the better your business viability will be. 

Learn strategic ways to collect and process payments and manage deposits and payment policies to increase cash flow.

Session Outline:

  • Direct deposits
  • AutoEntry
  • Daily business management
  • Invoice Payments
  • Recurring payments
  • Credit notes

Presenter: Tashvee Sewock
Duration: 1 hour


Watch now

Still spending hours each week doing manual data entry? Just imagine all the other different tasks you can cross off your daily check list with the time saved. In this session, we will show you how to work faster and smarter with AutoEntry, a cloud-based solution that’ll automatically capture data from bank statements, bills, invoices, expenses and receipts and feed seamlessly into your favourite Sage accounting solutions

Presenter: Marija Temelkovski, Customer Success Manager
Duration: 30 mins

 
Watch now

Still spending hours using a spreadsheet, the CRA tax calculator and writing cheques? Let us show you how Sage 50 Payroll can make your life easier and save you loads of time.

Presenter: Alana Fryer, Snr Trainer
Duration: 60 mins

 
Watch now

What’s all the fuss around connected services? Find out in this session and learn how our Sage 50cloud connected services such as Sage ID, Bank Feeds & Invoice Payments can make your job much easier.  

Presenter: Alana Fryer, Snr Trainer
Duration: 60 mins


Watch now
With the new enhanced ability to allow multi-users on remote data access (previously called Sage Drive), your team and your bookkeeper can now access real time data and work simultaneously on Sage 50cloud from any location. Join this session to uncover how you can enable further flexibility and freedom in how and where you work using this new feature.

Presenter: Denesh Sookar, Sage Sr. Support Analyst
Duration: 60 mins

Watch Now
Already a Sage 50 user or considering Sage 50cloud for your accounting needs? Don’t miss this webinar to demystify a new way of working with key features and benefits that comes with the Sage 50cloud transition, including connected services, app integration and collaboration possibilities. 

Presenter: Fanny Laguna
Duration: 60 mins

Feel confident knowing your data is secured. Learn when and how often you should create backups. Get set up with simple step by step instructions, along with tips and tricks on how to create and restore from a backup.

Presenter: Denesh Sookar
Duration: 90 mins

Sage Bank Feeds, a free feature of Sage50cloud, makes it easy to keep your books accurate and up to date. Eliminate the need to visit a bank location physically or manually import your bank statements and save time with simplified bank reconciliation on Sage 50cloud.

Presenter:
 Fanny Laguna
Duration: 38 mins

Giving your customers their preferred payment options? Create invoices with a click-to-pay option? Learn in this live webinar how to better manage your customer payments.

Presenter:
 Irina Genova
Duration: 30 mins

Discover how you can take your productivity to the next level with the combined power of Sage 50cloud and Microsoft 365 Business Standard. This webinar will provide great insights on how to take advantage of the various applications, features and resources designed to help you be more efficient.

Microsoft Office 365 has renamed to Microsoft 365 Business Standard

Presenter:
 Marija Temelkovski, Sage Customer Success Manager
Duration: 50 mins

Small Business Webinars Series, hosted by CPA Canada and Sage

Learn how to identify, understand and monitor key numbers for your business, tactics of seeking out financing and effective tax strategies.

Presenter:
Katrina Carroll-Foster, Partner and Strategist, Kollectively Business Strategies
Mihai Dorin Nicula, CPA, CMA
Jill Earthy, CEO, Women's Enterprise Centre of BC

Watch now

Learn how to calculate the key financial ratios for your business and understand the meaning behind the calculations.

Presenter:
Aaron Pelz, CPA, CA, VP Finance (North America) at Sage
Erica Bailey, CPA, CA

Monday June 15th 11AM PST

Watch Now

Business operations will change after this pandemic. What technologies and new virtual products does my business need to look at for the right now and into the future?

Presenter:
Tom Port, VP Sales, AutoEntry

Watch now
Restructuring. Life as we know it will be different after this global crisis has passed. How do we do business and how do we survive what may potentially be a recession right after the virus has long gone? What will your business look like and what tough questions do you need to be asking today to ensure your tomorrow?

Presenter:
Eitan Dehtiar, CPA, CMA
Watch now

This is an advanced session explaining the basic tools and techniques of financial management for a business owner, including budget creation and monitoring, cash management, product/division/customer analysis, planning/forecasting, and trend analysis.

Presenter:
Steve Ryujin, VP of Small Business, Sage
Shubhneet Lotay, CPA, CMA

Watch now
Overnight, it seems, businesses have had to change gears, moving into virtual work, robust commerce websites and ordering protective gear for staff. How have some businesses found opportunity in this new world order and how can businesses rethink their purpose and value proposition to turn a crisis to an opportunity? Attend this webinar to interact with our panel of experts.

Presenter:

Neal Cranna, VP of Marketing, Sage
Miles Sellyn, President, Major Tom
Jamie L. Smith, Co-founder, Amplify Advisors
Eli Fathi, President and CEO, MindBridge Ai
Duration: 120 mins
 
Watch now
This session explains the key concepts of cash management, working capital and operational efficiency. Learn how to review and change cash management practices so less cash is required to operate a business.

Presenter:

Rachel Fisch, Product Evangelist, Accountant Solutions, Sage
Blaine Bertsch, CEO, Dryrun
Hugh Smilestone, CPA, CGA, CFP
Duration: 120 mins
Watch now
What will the economy look like after this? Will we enter a recession? Even if my business survives this crisis, what other roadblocks may pop up to prevent me from recovering? What should be part of my ongoing contingency plans?

Presenter:

Francis Fong, Chief Economist, CPA Canada
Pierre Cleroux, Chief Economist, BDC
Duration: 120 mins
Watch now
Do you have questions about the best way to present your business to a lender and/or investor? This session for business owners explains the financial and non-financial information a bank or investor uses to evaluate a loan/investment request, and covers the steps necessary to prepare your business.

Presenter:

Damien Steel, Managing Partner & Head of Ventures, OMERS Ventures
Mike Massoud, Principal of Research, Guidance and Support, CPA Canada
Ideh Fesharaki, CPA, CGA
Duration: 120 mins
Watch now

Additional resources

Are you a client-servicing Accountant or Bookkeeper?

Visit the Sage Accountant & Bookkeeper Webcast Hub for great insights to drive your practice forward

Looking for business advices and best practices from the experts?

You’ve got big plans for your business and we’re here to help you achieve them.  Join the conversation in our Small Business Webinar Series.

Need product training?

Improve your productivity and tap into your Sage investment’s potential with great training resources from Sage University.

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