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Webinars: Practice improvement and growth

Initiating a project in a small organization

In most small organizations and teams, projects are rarely initiated properly, so they achieve less than optimal results. Initiating internal projects is hard work and not for everyone—it requires us to think differently and break out of autopilot.

Watch the recorded session and discover how best to initiate new projects in your small organization.

Presenter: Ed Kless, Senior Director, Partner Development and Strategy, Sage
Accountants Webinar Hub Ask Questions

Asking effective questions

Professionals can greatly increase the value they provide to their customers if they hone their skills at asking, more effective questions. Developing this skill is not easy because it requires us to rethink the paradigms and prejudices of the past.

Watch the recorded session to learn how you can begin asking effective questions.

Presenter: Ed Kless, Senior Director, Partner Development and Strategy, Sage

Super charge your customer growth and value

Growing your customer base can be challenging because it requires you to think about a future that may differ from your past.

If you are looking to grow your practice, watch the recorded session for a discussion on techniques used to uniquely present your solutions and gain new customers.

Presenters: Jose Zavala, CEO/Founder, ZTX Advisors | AZ Zabala, Director, Accountants US, Sage

Innovation beyond technology

Is it possible that innovation goes beyond just technological developments? Technology is important, but it is only a small part of innovation. For innovation to be more fully complete we must look at other areas including the internal processes of the organization and most importantly the language we use.

Watch the recorded session and learn how you can work towards attaining this level of thinking and bring innovation beyond technology to your firm.

Presenter: Ed Kless, Senior Director, Partner Development and Strategy, Sage

Get expert business advice

Read our blog articles for accountants and bookkeepers in practice.

The 22 best generative AI prompts for accountants

The 22 best generative AI prompts for accountants

Discover top AI prompts for accountants to boost efficiency, balance work-life, and navigate AI's future in accounting with practical, insightful tips.

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Trust as a differentiator: How to build reliable AI tools for customer success

Trust as a differentiator: How to build reliable AI tools for customer success

The chance for AI to empower small and medium businesses, and accountants, is huge. Discover why trust can help to unlock that potential.

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How to run productive meetings with your accounting clients - free checklist

How to run productive meetings with your accounting clients - free checklist

Get a free checklist to help you have productive meetings with clients and grow your accountancy practice.

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What to consider when doing a bank reconciliation for a client

What to consider when doing a bank reconciliation for a client

Learn what to consider when completing a bank reconciliation for your client including banking agreements, overdrafts, and effective rate vs marginal rate.

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EU AI Act: What the artificial intelligence laws mean for businesses

EU AI Act: What the artificial intelligence laws mean for businesses

Learn about the European Union's new artificial intelligence legislation and how to prepare your business for the EU AI Act.

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Sage Speaks:  Accounting and Finance in 2024

Sage Speaks:  Accounting and Finance in 2024

Discover the 8 trends we believe will be in store for accounting and finance technology in 2024 and beyond.

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How to save time on your accounting with bank feeds

How to save time on your accounting with bank feeds

Discover how using bank feeds can help you to save time and increase accuracy when it comes to managing your business finances.

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12 Days of Sage Nonprofit Accounting Advice

12 Days of Sage Nonprofit Accounting Advice

Explore our 12 days of nonprofit accounting advice that will help you transform your nonprofit finance operations, your organization, and your mission impact.

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