Sage Small Business Webinars

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

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

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
Duration: 60 mins

 

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

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

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

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

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

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

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

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

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

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

Tax Time Clinic for Business Owners

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

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 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

5 ways you can create a healthier business through automation

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