Free guides & templates

Sage Advice is here to provide solutions and wisdom for growing businesses. Below are some top free resources to help you attract and retain customers, drive efficiencies, grow revenue, and acquire the right technology. There are no limits to how far you can grow as a business. What you need is a plan, a partner, and the drive to see it through and we’re here to help!

Money Matters

How to get paid faster and maintain cash flow: Downloadable invoice templates

How to get paid faster and maintain cash flow: Downloadable invoice templates

We surveyed our Facebook fans to find out what they look for when they sit down to analyze their company finances. The m...

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How to avoid common inventory mistakes

How to avoid common inventory mistakes

If you are like most business owners, inventory makes up a significant portion of your operating expenses. Effective inv...

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5 KPIs to measure small business growth

5 KPIs to measure small business growth

Ways to measure and analyze business growth. With Business Growth Strategies from the experts. Know the necessary KPIs t...

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Accountants

How to develop a winning growth strategy for your accounting practice

How to develop a winning growth strategy for your accounting practice

Any accounting firm that wants to improve its fortunes needs a growth strategy. A robust growth strategy describes a fir...

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How to create access-level agreements – free guide

How to create access-level agreements – free guide

In 1959, Peter Drucker coined the term "knowledge worker" in his book, The Landmarks of Tomorrow. Simply defined as work...

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The ABCs of innovation: 3 technologies transforming accounting and how to use them

The ABCs of innovation: 3 technologies transforming accounting and how to use them

Your clients expect you, as their accounting professional, to help them continue to grow and prosper in a fast-changing ...

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Automate your practice: A guide for accountants and bookkeepers

Automate your practice: A guide for accountants and bookkeepers

Discover how using automation can help your accountancy or bookkeeping practice save time and provide more value to your...

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Disrupting the profession: 3 ways accountants can grow and thrive

Disrupting the profession: 3 ways accountants can grow and thrive

John D. Rockefeller infamously said: “I always tried to turn every disaster into an opportunity.” With this in mind, ...

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The Practice of Now 2020: The essential report for accountants

The Practice of Now 2020: The essential report for accountants

The independent research in The Practice of Now 2020 report shows that accounting is on the brink of positive disruption...

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Technology & Innovation

Industry 4.0 tips for building your digital enterprise

Industry 4.0 tips for building your digital enterprise

An Industrial Revolution is an enormous, significant event, and many observers believe we've had four of them. The first...

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How to make more money with big data and predictive analytics

How to make more money with big data and predictive analytics

Your business needs to consider using big data and predictive analytics if it isn’t already. But why? The recent US l...

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How to move from accountant to business partner

How to move from accountant to business partner

We’ve seen a huge shift in the accounting profession in recent years due to the introduction of new technologies. The cl...

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Get ready for Industry 4.0 – free future of manufacturing guide

Get ready for Industry 4.0 – free future of manufacturing guide

Global demands on manufacturers means that business leaders are looking for productivity and efficiency gains. Taking ad...

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Artificial intelligence in 2019: A handbook for business leaders

Artificial intelligence in 2019: A handbook for business leaders

What's the fuss around artificial intelligence (AI?) Why is there so much buzz around it in the enterprise technology sp...

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A basic guide to interactive dashboards for small business

A basic guide to interactive dashboards for small business

Our free white paper how even the smallest concern can benefit from business intelligence and use of an interactive dash...

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Aligning your technology strategy to your business priorities

Aligning your technology strategy to your business priorities

Can your current ERP solution adequately deliver on your business priorities? According to a recent Forrester report, co...

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A manufacturer’s guide to unlocking the value of the circular economy

A manufacturer’s guide to unlocking the value of the circular economy

For a manufacturer, a successful future may involve the circular economy. Read our new business guide to take advantage.

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Free guides & templates

The California Consumer Privacy Act (CCPA): A quick start guide

The California Consumer Privacy Act (CCPA): A quick start guide

The California Consumer Privacy Act 2019 is coming, and will change how businesses handle personal information. Learn more.

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A guide to CFO 3.0 and digital transformation beyond financial management

A guide to CFO 3.0 and digital transformation beyond financial management

The world of business is changing at a rapid pace. And for the finance department, that sentiment couldn’t be more evide...

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Drive post-coronavirus business with the circular economy

Drive post-coronavirus business with the circular economy

The circular economy could deliver an exciting economic opportunity, particularly in a time when businesses are looking ...

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People & Leadership

How HR self-service tools can save time for small businesses

How HR self-service tools can save time for small businesses

Learn how self-service tools can help HR professionals to save time, while empowering employees, meaning there's more ti...

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