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Sage Small Business Webinars

Hear from industry experts and thought leaders on trending topics that will help you perform at your best and drive your business forward.
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Hiring: Selecting the Right Team Members

Selecting the right team members for your organization is far more challenging than most people think. Only once you become an employer do you fully understand the importance and difficulty of selecting the right candidate. This workshop will discuss ways of selecting the best candidate.

Speakers:
Jean Guy Talbot,
Founder and CEO, RêveNew Practice Management and Talbot & Associates

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

6 ways you can build a healthier business

Small businesses have had a challenging time over the last 2 years. From increased inflation rates to the cost-of-living squeeze on customer pockets, there are a few new hurdles to jump as we look at life after the pandemic. Join us for tips you can use to meet challenges head-on using digital tools focused on the issues affecting small businesses.

Speakers:
Taimoor Tariq,
Business Development Manager, Sage

Cole Baldwin,
Sales Leader, Square Canada

Duration: 60 mins
Date:
October 18, 2022
Time: 11am PT/2pm ET

Working online with Sage

Have you been curious about some of Sage’s online solutions such as AutoEntry, Accounting, Payroll and HR?  In this 60-minute live webinar, the Sage team will take you through the advantages of moving your accounting workflow online by showcasing what your ideal end-to-end journey can look like from data entry to reconciliation to pay runs.

Speakers:
Jaime Reine, Product Manager, Sage
Michael Hoon, Product Manager, Sage
Gurnate Gill, Sales Manager, Sage

Duration: 60 mins
Date: October 20, 2022
Time: 11am PT/2pm ET

 

Content Marketing Strategies for Small Businesses

Content marketing is a great way to engage customers and generate leads. Research reveals that content marketing creates three times as many leads as traditional marketing and costs 62% less. Yet many business owners find it challenging to develop and deploy videos, blog articles, newsletters, infographics, podcasts, e-books and customer stories because they simply don’t have the time or expertise. Attend this informative Sage Webinar to learn how to bring in more customers with easy-to-implement content marketing strategies and tips. You’ll learn:

  • About different types of content & what’s hot right now
  • How to create engaging content on a budget
  • How to create a content calendar
  • Where to deploy your content to reach buyers
  • How to use your content to drive new sales.

Speakers:
Roger Pierce,
Founder, Pierce Content Marketing

Duration: 60 mins
Date: October 25, 2022
Time: 11AM PST/2PM EST

Protect your Business in Today's Cyber Battlefield

Cyber attacks against small businesses continue to grow, with companies of any size now an active target. These attacks are evolving daily, increasing in severity and frequency, and causing serious harm to businesses that are not prepared. You need to adopt a proactive, layered approach to protect your data, systems and people in this volatile environment. How can you get started? Join us and discover how to safeguard your business in today's digital world.

 

Speakers:

Marcy Nagel, Senior Product Marketing Manager, Sage


Ryan Vallee, VP of Product Marketing, Fully Managed by TELUS Business

Robert Bracey, Senior Vice President, Fully Managed by TELUS Business

Matthew Williams, Virtual CIO, Fully Managed by TELUS Business

Barry Semple, VP of IT and Security, Fully Managed by TELUS Business

Duration: 60 mins
Date: October 27, 2022
Time: 11AM PST/2PM EST

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.

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


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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


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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

 

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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


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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

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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

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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

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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

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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

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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

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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

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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

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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

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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


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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

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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


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Get the latest expert business advice

How accountants can use automation to overcome the data entry challenge

How accountants can use automation to overcome the data entry challenge

Does your accountancy practice spend more time focusing on data entry tasks than you’d like? For 63% of accountants and bookkeepers a major pain point is the time-consuming task of manual data entry. Thankfully, there’s a way to get around it. Automation, integrated with cloud-based accountancy solutions are already here and is in use in […]

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Small business accounting: Cash flow 101

Small business accounting: Cash flow 101

Are you a small business just getting started? In this video you will learn all you need to know about cash flow and why it is important for you and your business to succeed. Download our free Cash Flow Statement and follow along with our video on to help get you started. Read our blog […]

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What are balance sheets and why are they important?

What are balance sheets and why are they important?

It's important business owners and accountants understand how to read and interpret balance sheets. These documents offer a quick view of a business's financial

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The Art of Getting Paid for Small Businesses

The Art of Getting Paid for Small Businesses

What’s one of your biggest challenges as a business owner? If “being paid” is one of your answers, you’re not alone. When it comes to dealing with getting paid on time and late payments, it helps to know your customers. But how well do you know them? The Art of Being Paid is a useful […]

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Sage Accounting updates: The way you work just got a lot easier

Sage Accounting updates: The way you work just got a lot easier

This month, Adrian Malpass, Product Manager at Sage, covers some exciting updates to Sage Accounting.  At Sage, we’re here to support you and your business during uncertain times and we want to make sure you can get the most out of your business software when you need it most. With that in mind, we’ve made […]

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AutoEntry: An Accountant's Case Study

AutoEntry: An Accountant's Case Study

How incorporating AutoEntry can help bookkeepers save time and money for their clients by cutting down on manual receipt and invoice entry

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How to get your business ready for year end

How to get your business ready for year end

Learn how to help relieve bottlenecks in your accounting reporting by driving an efficient workflow in your business year-round.

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How to pick up the pace of technological adoption in your accountancy practice

How to pick up the pace of technological adoption in your accountancy practice

The Practice of Now 2019 report found that 85% of accountants believe the profession in their country needs to pick up the pace of technology adoption to remain competitive internationally.

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