Sage Small Business Webinars

WHAT’S HAPPENING THIS SMALL BUSINESS MONTH AT SAGE

Through out the month, attend our FREE sessions to learn trending small business topics and receive advice on best practices from key industrial leaders! Whether you are just planning to start your next venture or re-evaluating your business' growth plan, our webinar series are here to help.

The new normal for your business and the value added by a professional accountant/bookkeeper

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
Date: March 22, 2022
Time: 11AM PST/2PM EST

Register now

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
Duration: 60 mins
Date: March 29, 2022
Time: 11AM PST/2PM EST

Register now

Discovering Sales Opportunities in Your Accounting Data

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

The Journey should have a Map

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

Audits in the Time of COVID

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

Do You Know Where Your Profit Is?

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

Power of Partnerships: 5 Ways Working Together can Help to Win Business and Brand Recognition

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

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.

Top 5 Accounting Mistakes and How to Avoid Them

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

Watch the recording

Financial Statements: What You Don’t Know Could Hurt You

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

Watch the recording

5 Strategies to Boost Business Profit and a Speedy Recovery

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

Watch the recording

Discovering Sales Opportunities in Your Accounting Data

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

Watch the recording

The Journey should have a Map

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

Watch the recording

Audits in the Time of COVID

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

Watch the recording

Do You Know Where Your Profit Is?

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

Watch the recording

Power of Partnerships: 5 Ways Working Together can Help to Win Business and Brand Recognition

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

Watch the recording

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

Watch the recording

The new normal for your business and the value added by a professional accountant/bookkeeper

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

Watch the recording

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

Watch the recording

Get the latest expert business advice

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 […]

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 […]

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

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 […]

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 […]

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

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.

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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