{"id":8349,"date":"2021-07-02T08:48:15","date_gmt":"2021-07-02T12:48:15","guid":{"rendered":"https:\/\/www.sage.com\/en-us\/blog\/?p=8349"},"modified":"2026-02-12T04:41:05","modified_gmt":"2026-02-12T09:41:05","slug":"practice-management","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-us\/blog\/practice-management\/","title":{"rendered":"Why the cloud can help accountants with practice management"},"content":{"rendered":"<header class=\"entry-header has-dark-background-color entry-header--has-illustration entry-header--has-illustration--generic\">\n\t<div class=\"container\">\n\t\t<div class=\"entry-header__row row align-center\">\n\t\t\t<div class=\"col col-lg-7 col-xlg-6 entry-header__content\">\n\t\t\t\t\t\t\t<div class=\"component component-single-header\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"entry-header__misc text--subtitle text--uppercase text--small\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/category\/technology-innovation\/\" class=\"entry-header__link\">Technology &amp; Innovation<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t<div class=\"entry-title-wrapper\">\n\t\t\t\t\t<h1 class=\"entry-title\">\n\t\t\t\t\t\tWhy the cloud can help accountants with practice management\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<p class=\"entry-header__description\">\n\t\t\t\t\t\t\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t\t<div class=\"single-post-details container\">\n\t\t<div class=\"col\">\n\t\t\t<span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2021-07-02T08:48:15-04:00\">July 2, 2021<\/time><\/span><span class=\"reading-time\"> min read<\/span>\n\t\t<button\n\t\t\ttype=\"button\"\n\t\t\tclass=\"social-share-button button button--icon button--secondary js-social-share-button\"\n\t\t\tdata-share-title=\"Why the cloud can help accountants with practice management\"\n\t\t\tdata-share-url=\"https:\/\/www.sage.com\/en-us\/blog\/practice-management\/\"\n\t\t\tdata-share-text=\"Please read this interesting article\"\n\t\t>\n\t\t\t<span class=\"social-share-button__share-label\">Share<\/span>\n\t\t\t<span class=\"social-share-button__copy-label\" hidden>Copy Link<\/span>\n\t\t\t<span class=\"social-share-button__copy-tooltip\" aria-hidden=\"true\" hidden>Copied<\/span>\n\t\t<\/button>\n\n\t\t\t\t<\/div>\n\t<\/div>\n\t<\/header>\n\n\n\n<div class=\"wp-block-post-author has-dark-background-color alignfull\">\n\t<div class=\"container\">\n\t\t<div class=\"col\">\n\t\t\t\t\t\t\t<div class=\"co-authors\">\n\t\t\t\t\t\n\t\t<div class=\"entry-author-wrapper\">\n\t\t\t<a class=\"entry-author\" href=\"https:\/\/www.sage.com\/en-us\/blog\/author\/keirthomasbryant\/\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"40\" height=\"40\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/04\/Keir-350x350.jpg\" class=\"entry-author__image\" alt=\"Keir Thomas-Bryant\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/04\/Keir-350x350.jpg 350w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/04\/Keir.jpg 600w\" sizes=\"auto, (max-width: 40px) 100vw, 40px\" \/>\t\t\t\t<span class=\"entry-author__name\">Keir Thomas-Bryant<\/span>\n\t\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\n<p>Practice management is one of the core tasks of any accounting firm.<\/p>\n\n\n\n<p>This ranges from ensuring you provide clients with the very best levels of service to the purely administrative task of ensuring your client lists are kept up to date.<\/p>\n\n\n\n<p>Poor handling of clients, for example, can unnecessarily add to your practice\u2019s admin burden and lead to dissatisfaction among the people you are working for.<\/p>\n\n\n\n<p>Being more organized by using something such as <a href=\"https:\/\/www.sage.com\/en-us\/products\/sage-crm\/\">customer relationship management (CRM)<\/a> software can bring transformational benefits to a practice in terms of efficiency and effectiveness.<\/p>\n\n\n\n<p>Here are some examples:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>With contact details always easily at hand, you can quickly get in touch with clients for marketing purposes, or any other communication.<\/li>\n\n\n\n<li>Colleagues no longer have to ask around to find vital details about a client, such as who last spoke to them, what was said at that time, or what work was done.<\/li>\n\n\n\n<li>There\u2019s less of a need to remember separate logins for different systems, and to manually transfer data between systems, because everything is in one place.<\/li>\n\n\n\n<li>Much more data about clients can be retained, including individual communications, which allows you to provide a more personalized, professional and responsive service for clients \u2014 and allows any colleague to pick up on work tasks just by viewing this data.<\/li>\n\n\n\n<li>You can implement industry-standard security for client data, something that\u2019s mandated by data protection legislation like <a href=\"https:\/\/www.sage.com\/en-us\/blog\/gdpr-data-driven-business\/\">GDPR<\/a>, which says privacy should be by design and not a secondary thought.<\/li>\n\n\n\n<li>You\u2019re not up against the limitations of technologies like <a href=\"https:\/\/www.sage.com\/en-us\/blog\/signs-its-time-to-dump-your-spreadsheets\/\">a spreadsheet<\/a> or Word document which, while useful for many tasks, aren\u2019t really designed to be a store for lots of discrete information.<\/li>\n<\/ul>\n\n\n\n<p>Without proper practice management, you\u2019re reducing the overall level of professionalism that your clients experience each time they contact you and fundamentally limiting the services you can offer.<\/p>\n\n\n\n<p>Good practice management can be the foundation forming the very best platform on which to run your practice.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-customer-driven-approach\"><strong>Customer-driven approach<\/strong><\/h2>\n\n\n\n<p>Although its genesis was within sales-driven environments, nowadays customer management software is used wherever there\u2019s a need to manage any kind of customer data.<\/p>\n\n\n\n<p>Such software can help bring together multiple systems, provides richer data storage, and is more intuitive and efficient to use.<\/p>\n\n\n\n<p>Crucially, the software ensures by design that the customer \u2014 or client, in the case of accountants \u2014 is at the center of your practice.<\/p>\n\n\n\n<p>It makes it impossible not to focus on and respond to client needs.<\/p>\n\n\n\n<p>Our research,&nbsp;<a href=\"https:\/\/www.sage.com\/en-us\/blog\/practice-of-now\/\">The Practice of Now<\/a>, reveals that an overwhelming majority of accountants (83%) believe clients expect more from them today in terms of services and resources than they did five years ago.<\/p>\n\n\n\n<p>Basing your client management around customer management software is an ideal way of ensuring you\u2019re ready to meet client expectations.<\/p>\n\n\n\n<p>Therefore, this type of software can be revolutionary.<\/p>\n\n\n\n<p>It can periodically remind you to contact clients on any topic \u2014 including but not limited to accounting crunch times \u2014 and can also provide a thorough method for your practice to keep notes about each and every client contact.<\/p>\n\n\n\n<p>This makes it easy to add the personal touch each and every time.<\/p>\n\n\n\n<p>But there\u2019s another reason to embrace this approach: <a href=\"https:\/\/www.sage.com\/en-us\/blog\/business-development-process-for-your-accounting-firm\/\">new client acquisition<\/a>. It\u2019s getting harder to both keep and please clients, and The Practice of Now research also showed that a majority of accountants (67%) feel the profession is more competitive than ever (with only 7% disagreeing).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-track-potential-leads\"><strong>Track potential leads<\/strong><\/h2>\n\n\n\n<p>Customer management software can help you provide the level of interaction and service your clients demand, whether it\u2019s your existing clients or new ones.<\/p>\n\n\n\n<p>And it can really will deliver results in terms of the ease of tracking potential new leads.<\/p>\n\n\n\n<p>Most practices have something of a deficit in terms of new client acquisition \u2014 if the processes even exist \u2014 so embracing customer management software can be a way of killing two (or more) birds with one stone.<\/p>\n\n\n\n<p>Above all, good customer management software means there\u2019s once source of client data, rather than it being spread across multiple systems or spreadsheet documents.<\/p>\n\n\n\n<p>Because of this the data is always up to date, which means you can also get a live view of not just your clients but also your firm.<\/p>\n\n\n\n<p>You can easily see what to focus on and make faster as well as better-informed decisions.<\/p>\n\n\n\n<p>All of this is especially significant if your customer management software ties in with a practice management software package and there\u2019s a seamless flow of data.<\/p>\n\n\n\n<p>Yet the value is even more than mere convenience or ease of use. Because your time is freed up, you\u2019re able to focus on those <a href=\"https:\/\/www.sage.com\/en-us\/blog\/3-simple-steps-for-providing-client-advisory-services\/\">lucrative value-added services<\/a> for your clients that are so vital in today\u2019s accounting landscape and which mark you out from the crowd as having value for your customers.<\/p>\n\n\n\n<p>You\u2019re creating a platform to run your practice.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-looking-at-the-benefits\"><strong>Looking at the benefits<\/strong><\/h2>\n\n\n\n<p>So, what are the benefits of a customer management software-driven approach through cloud software along with practice management software that seamlessly connects to it?<\/p>\n\n\n\n<p>Here are some examples.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-unified-client-list\"><strong>Unified client list<\/strong><\/h3>\n\n\n\n<p>You have just one live client list that\u2019s always up to date.<\/p>\n\n\n\n<p>Because it\u2019s stored in the cloud, this is accessible by multiple staff members simultaneously, and across a wide range of computing devices and in any location there\u2019s an internet connection.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-dates-management\"><strong>Key dates management<\/strong><\/h3>\n\n\n\n<p>Key dates can be created and tracked for each client to ensure you keep on top of deadlines.<\/p>\n\n\n\n<p>These might relate to client accounting periods but can relate to any event, such as one that\u2019s important to the industry that your client is in (seasonal variations, for example) in order to provide timely business advice.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-note-taking-and-discussion\"><strong>Note-taking and discussion<\/strong><\/h3>\n\n\n\n<p>You can take notes whenever any client contact is made, either by you and your staff, or if your client makes contact with you.<\/p>\n\n\n\n<p>Think of it like seeing a doctor, where they will always make notes of what you say to them so they can rely upon those notes if required in future.<\/p>\n\n\n\n<p>Now your practice can have the same in-depth insight into your clients and their concerns. You can even attach files to a client\u2019s file, such as PDFs or spreadsheets.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-contact-management-and-email-integration\"><strong>Contact management and email integration<\/strong><\/h3>\n\n\n\n<p>A good customer management software package will integrate with your other office apps to ensure you can integrate your existing contacts database, and also both log emails as well as let you create and send them from within the customer management software itself.<\/p>\n\n\n\n<p>This will save a massive amount of time and create a super-efficient workflow. Most often this means integration with Outlook and other apps within Microsoft Office.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-single-platform-to-access-all-of-your-clients\"><strong>Single platform to access all of your clients<\/strong><\/h3>\n\n\n\n<p>This goes for their bookkeeping and compliance services, too \u2014 all in one place. No longer will you have a need to run multiple systems with different logins.<\/p>\n\n\n\n<p>Everything can be run from one platform to deliver a great client experience with the latest information always available.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-manage-client-software-subscriptions\"><strong>Manage client software subscriptions <\/strong><\/h3>\n\n\n\n<p>A good customer management software set up will support the digitalization of your practice and the <a href=\"https:\/\/www.sage.com\/en-us\/blog\/modern-accounting-traditional-clients\/\">moving of your clients to the cloud.<\/a><\/p>\n\n\n\n<p>It will make it easier to for you to manage access rights and integrate all of your data under one platform.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-logging-all-client-details\"><strong>Logging all client details<\/strong><\/h3>\n\n\n\n<p>While a spreadsheet might have inherently limited the number of details you can record about a client, within customer management software you can record any details you want by simply creating a new data field \u2014 financial or otherwise.<\/p>\n\n\n\n<p>Beyond all this, however, a customer management software-based approach to client management moves the client right to the heart of your workflow.<\/p>\n\n\n\n<p>Their data is always available and it is always up to date regardless of who in your team last made contact with the client.<\/p>\n\n\n\n<p>As a result, it becomes easy to move your practice in the direction of adding more value for your clients and being their trusted adviser.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-making-the-switch\"><strong>Making the switch<\/strong><\/h2>\n\n\n\n<p>There\u2019s never been a better time to move over to a customer management software-based approach. Your practice needs it but so do your clients.<\/p>\n\n\n\n<p>Here are the steps that define some best practices.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-evaluate-the-options\"><strong>1. Evaluate the options<\/strong><\/h3>\n\n\n\n<p>There\u2019s a variety of customer management software-based approaches you can take but a vital feature is to ensure whichever solution you choose integrates fully with your practice management solution and all other apps used throughout your practice \u2014 and potentially with your client\u2019s accounting systems too.<\/p>\n\n\n\n<p>Additionally, a good customer management software solution will allow you to add-in extra functions via an app marketplace.<\/p>\n\n\n\n<p>These might not relate directing to accounting but could, for example, better integrate DocuSign within your practice workflows, or help you send out marketing emails.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-set-aside-time-and-resources-to-adapt\"><strong>2. Set aside time and resources to adapt<\/strong><\/h3>\n\n\n\n<p>There\u2019s no doubt that switching from a manual spreadsheet-based client data management process to a fully cloud-based customer management software system will take time and resources.<\/p>\n\n\n\n<p>This in itself might seem like a block to progress but there\u2019s a simple solution.<\/p>\n\n\n\n<p>Commit to switching a certain number of clients each week. This can be a trivial amount initially to enable you to learn the ropes and anticipate any problems.<\/p>\n\n\n\n<p>Assuming you have an existing contract with your client then you have a legitimate reason to process their data, so even under GDPR there should be no need to request permission to move their data to a new system.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-use-the-opportunity-to-build-relationships\"><strong>3. Use the opportunity to build relationships<\/strong><\/h3>\n\n\n\n<p>However, the above doesn\u2019t mean you can\u2019t use the opportunity of switching to a customer management software-based system as an excuse not to make fresh contact with clients.<\/p>\n\n\n\n<p>You might need to do this to gather new data, or at least check to ensure the old data is still correct and relevant, but it\u2019s also a chance to ensure the client is aware of the range of services you offer.<\/p>\n\n\n\n<p>And as for telling them you\u2019re upgrading to new and improved technology, well, that\u2019s simply good PR.<\/p>\n\n\n\n<p>Aim to migrate clients at a steady rate that\u2019s best for your business.<\/p>\n\n\n\n<p>Even just a few per week is healthy progress. Aiming to migrate all clients at once might be too ambitious, and the last thing you want is to cause problems for your clients.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-final-thoughts\"><strong>Final thoughts<\/strong><\/h2>\n\n\n\n<p>Your practice needs effective client management. Your staff will thank you in terms of efficiencies and your bottom line will show results almost immediately.<\/p>\n\n\n\n<p>Your clients will see better service and there\u2019s never been an accountancy practice that\u2019s gone out of business because it provided the services that its clients needed.<\/p>\n\n\n\n<p><em>Editor\u2019s note: This article was first published in October 2018 and has been updated for relevance.<\/em><\/p>\n\n\n\n<div class=\"single-cta gated-content\">\n\t<div class=\"single-cta__positioner\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">The Practice of Now 2020<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p>Discover how accounting is on the brink of positive disruption and what accountants and bookkeepers can do to be successful.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-af179c0a-d833-41d2-8cd3-ed86dcd20fb1\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Get the report<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1214\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2017\/10\/BusinessVoice-1214x810.jpg\" class=\"single-cta__image\" alt=\"Man in home office\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2017\/10\/BusinessVoice-1214x810.jpg 1214w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n\n\n<div class=\"single-cta\">\n\t<div class=\"single-cta__positioner\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">Get business and financial management advice in your inbox<\/h2>\n\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-ab515c6e-7e90-4c2f-a67e-113872516e8b\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Subscribe to the Sage Advice newsletter<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1064\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2019\/03\/GettyImages-119014875-1064x810.jpg\" class=\"single-cta__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2019\/03\/GettyImages-119014875-1064x810.jpg 1064w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n\n<section class=\"more-topics alignfull has-grey-light-background-color wp-block-sage-post-topics\">\n\t<div class=\"container\">\n\t\t<div class=\"row\">\n\t\t\t<div class=\"col col-12 col-lg-4\">\n\t\t\t\t<h3 class=\"more-topics__title h2\">Browse more topics from this article<\/h3>\n\t\t\t<\/div>\n\t\t\t<div class=\"col col-12 col-lg-8\">\n\t\t\t\t<ul class=\"post-tags__list\">\n\t\t\t\t\t\t\t\t\t\t\t<li class=\"post-tags__item\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/hub\/accountants\/\" class=\"post-tags__link button button--secondary\">\n\t\t\t\t\t\t\t\tAccountants\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<li class=\"post-tags__item\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/hub\/crm\/\" class=\"post-tags__link button button--secondary\">\n\t\t\t\t\t\t\t\tCRM\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t<\/ul>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/section>\n\n<div class=\"alignfull wp-block-sage-related-posts\">\n\t<section class=\"related-posts card-grid has-dark-background-color\">\n\t<div class=\"container\">\n\t\t\t\t\t<div class=\"row\">\n\t\t\t\t<div class=\"col\">\n\t\t\t\t\t<h2 class=\"related-posts__heading related-posts__heading--featured h1\">Explore more wisdom<\/h2>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\n\t\t\t<div class=\"row related-posts__featured\">\n\t\t\t\t<div class=\"col card-grid__item\">\n\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-0 post-33549 post type-post status-publish format-standard has-post-thumbnail hentry category-accountants tag-accountants tag-accounting-101 tag-fixed-assets tag-small-business business_type-small-business business_type-accountants card-post--is-clickable\"\n>\n\t<div class=\"card-post__media-wrapper\">\n\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1215\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1450969748-1215x810.jpg\" class=\"card-post__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1450969748-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1450969748-768x512.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1450969748-1215x810.jpg 1215w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\t<\/div>\n\n\t<div class=\"card-post__content\">\n\t\t\t\t\t<div class=\"card-post__label\">Recommended<\/div>\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2025-12-22T09:26:06-05:00\">December 22, 2025<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">4 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h3\">\n\t\t\t\t\t\t\t<a\n\t\t\t\t\tclass=\"card-post__title-link\"\n\t\t\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/fixed-asset-lifecycle-management-efficiency\/\"\n\t\t\t\t>\n\t\t\t\n\t\t\tStreamline your fixed asset lifecycle from acquisition to disposal\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t<\/p>\n\n\t\t\n\t\t\t\t\t<p class=\"card-post__description\">\n\t\t\t\tSimplify every stage of fixed asset management with best practices that reduce manual work, improve accuracy, and keep your organization audit-ready.\t\t\t<\/p>\n\t\t\n\t\t\t<\/div>\n\n\t<\/article>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\n\t\t\t\t\t<div class=\"row related-posts__non-featured\">\n\t\t\t\t<div class=\"col col-12\">\n\t\t\t\t\t<h2 class=\"related-posts__heading related-posts__heading--more h4\">More on this Topic<\/h2>\n\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-1 post-33655 post type-post status-publish format-standard has-post-thumbnail hentry category-accountants category-money-matters tag-accountants tag-accounting-101 tag-fixed-assets business_type-accountants industry-financial-services\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/the-essential-guide-to-sub-ledger-accuracy-and-integration\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2024\/10\/BrandShoot-LND_June2024_Financial-Services_0968-684x384.jpg\" class=\"card-post__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2024\/10\/BrandShoot-LND_June2024_Financial-Services_0968-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2024\/10\/BrandShoot-LND_June2024_Financial-Services_0968-512x768.jpg 512w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2024\/10\/BrandShoot-LND_June2024_Financial-Services_0968-540x810.jpg 540w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2025-12-18T15:04:29-05:00\">December 18, 2025<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">3 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tThe essential guide to sub-ledger accuracy and 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h5\">\n\t\t\tMindful fixed asset reporting: Best practices for cleaner reconciliations\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-3 post-13397 post type-post status-publish format-standard has-post-thumbnail hentry category-accountants category-free-guides-templates category-money-matters category-strategy-legal-operations tag-accountants tag-automation tag-cfo business_type-small-business business_type-accountants business_type-growing-business industry-financial-services industry-software-saas\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/5-steps-to-build-your-revenue-recognition-strategy\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" 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0-.957-.099.75.75 0 0 0-.315.776c.031.146.104.28.211.384l3 3a.75.75 0 0 0 1.06 0l3-3a.76.76 0 0 0 .231-.533.74.74 0 0 0-.22-.538q-.108-.106-.247-.164c-.139-.058-.191-.057-.291-.056s-.198.022-.29.061-.174.097-.243.169l-1.72 1.72V3.75a.76.76 0 0 0-.22-.541.76.76 0 0 0-.542-.22zM5.75 8.5C4.24 8.5 3 9.74 3 11.25v7C3 19.76 4.24 21 5.75 21h12.5c1.51 0 2.75-1.24 2.75-2.75v-7c0-1.51-1.24-2.75-2.75-2.75h-3a.76.76 0 0 0-.537.216.74.74 0 0 0-.223.535.76.76 0 0 0 .223.535.74.74 0 0 0 .537.216h3c.699 0 1.25.551 1.25 1.25v7a1.24 1.24 0 0 1-1.25 1.25H5.75a1.24 1.24 0 0 1-1.25-1.25v-7c0-.699.551-1.25 1.25-1.25h3a.76.76 0 0 0 .537-.216.74.74 0 0 0 .223-.535.76.76 0 0 0-.223-.535.75.75 0 0 0-.537-.216z\" \/><\/svg>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2025-09-24T15:43:15-04:00\">September 24, 2025<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">5 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\t5 steps to mastering revenue recognition for SaaS\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-4 post-13831 post type-post status-publish format-standard has-post-thumbnail hentry category-accountants category-money-matters tag-accountants tag-accounting-101 tag-cash-flow tag-cloud-financial-management business_type-small-business business_type-accountants business_type-growing-business industry-software-saas\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/accounting-compliance-and-reporting-best-practices-for-saas\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-580503469-684x384.jpg\" class=\"card-post__image\" alt=\"A woman holding a phone and sitting in front of a computer\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-580503469-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-580503469-768x432.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-580503469-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2025-07-30T12:27:13-04:00\">July 30, 2025<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">13 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tUnderstanding SaaS compliance: Best practices for accounting and reporting\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n<\/section>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>A key task for accountants is managing a client list. Learn how customer management software and working in the cloud can help you do this.<\/p>\n","protected":false},"author":280,"featured_media":2433,"menu_order":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_sage_video":false,"post_featured_image_hide":false,"sage_hide_published_date":false,"sage_hide_read_time":false,"sage_hide_share_buttons":false,"footnotes":""},"categories":[158,48],"tags":[2,9],"business_type":[312],"lilypad":[],"context":[],"industry":[57],"persona":[150],"imagine_tag":[222,469,242],"coauthors":[542],"class_list":["post-8349","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-accountants","category-technology-innovation","tag-accountants","tag-crm","business_type-accountants","industry-financial-services"],"sage_meta":{"region":"en-us","author_name":"Keir Thomas-Bryant","featured_image":"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2017\/08\/MadridOffice_Spain_290813_625-scaled.jpg","imagine_tags":{"222":"Accountants","469":"CRM","242":"Financial services"}},"distributor_meta":false,"distributor_terms":false,"distributor_media":false,"distributor_original_site_name":"Sage Advice US","distributor_original_site_url":"https:\/\/www.sage.com\/en-us\/blog","push-errors":false,"_links":{"self":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/8349","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/users\/280"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/comments?post=8349"}],"version-history":[{"count":0,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/8349\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media\/2433"}],"wp:attachment":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media?parent=8349"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/categories?post=8349"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/tags?post=8349"},{"taxonomy":"business_type","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/business_type?post=8349"},{"taxonomy":"lilypad","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/lilypad?post=8349"},{"taxonomy":"context","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/context?post=8349"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/industry?post=8349"},{"taxonomy":"persona","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/persona?post=8349"},{"taxonomy":"imagine_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/imagine_tag?post=8349"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/coauthors?post=8349"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}