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Webinars: Work/life balance and wellness

Creating an environment of diversity, equity, inclusion & belonging

Achieving a safe and inclusive environment for your team and clients is critical to the success of your organization.

Watch the recorded session and see how you can lean into the dialogue of diversity at your firm and discover what actionable steps you can take to bring forth action and positive change.

Presenter: Arianna Campbell, Consultant, Boomer Consulting, Inc.

Clean your room: How to avoid anxiety and depression

In a distracted age, our inability to pay attention to our environment is leading to increased rates of anxiety and depression. Only by taking care of your immediate environment can you then move onto bigger challenges.

Watch this recorded webinar so you can better understand how you can translate these methods of “cleaning your room” to your accounting firm.

Presenters: Rafael Casas, Senior Manager, Accountants US, Sage | Garrett Wagner, CPA, CITP, Founder/CEO, C3 Evolution Group

Get expert business advice

Read our blog articles for accountants and bookkeepers in practice.

4 priorities during your first 90 days as a SaaS CFO

4 priorities during your first 90 days as a SaaS CFO

Learn the four key areas to prioritize during your first 90 days at a SaaS CFO

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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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