Sage Advice

Money Matters

Latest articles for Money Matters

How to reopen your business at reduced capacity and make sure you don’t lose money

Find out how to strategically reopen your business and jump back into the game with creative methods that boost efficien...

October 28, 2020

How to write a business plan

What should a business plan include? Download our step-by-step business plan template and learn how to write your busine...

October 26, 2020

Black Friday: How technology can help retailers prepare

Black Friday is one of the year's biggest sales periods. Learn how to get your payments, technology, and stock managemen...

October 25, 2020

The power of budget planning and forecasting

Bruce Callahan and Jade Cole speak to Ed Kless about "what if modeling,” and the power of setting agile budgets and fore...

October 12, 2020

How to collect cash from customers [checklist]

Managing cash flow is vital for any small business. Here's a checklist to help you collect cash from your customers.

October 9, 2020

Small Business Survival Toolkit

Our 3-part guide is designed to help you achieve success by addressing typical challenges encountered by small businesse...

October 4, 2020

COVID-19 Business Support Finder

We’ve put together the COVID-19 Business Support Finder to help you find out what financial support you may be eligible ...

October 1, 2020

Cash is king . . . and in construction, don’t forget it

Inadequate cash flow is one of the major reasons construction companies fail. It’s also the main worry keeping financial...

September 12, 2020

Woman with glasses looking at computer screen

How to recover a past due invoice

Recovering a past due invoice is frustrating and time-consuming. Learn how to ensure you get paid on time with this deta...

September 3, 2020

Understanding your small business finances: Where to start

Small business owners are often not accountants—and they don’t need to be. Here's what you need to know about small busi...

August 20, 2020

Plan for business growth during and after a recession

How you can plan for business growth during and after a recession? Steps include leveraging IT, including small business...

July 15, 2020

Shaynaco: ‘There’s nothing wrong with going backwards to go forward’

The founder and chief strategist at Shaynaco shares how her accounting firm is moving forward as the economy reopens and...

July 3, 2020

The perplexities for inventory planners post COVID-19

Practical steps for inventory planners to avoid a ripple effect on your inventory that could affect your business for ye...

June 17, 2020

Embracing CFM 3.0 – How technology has influenced the role of the construction financial manager

CFM 3.0 are a new breed of trailblazing construction financial managers who use data and emerging technology to create a...

June 10, 2020

Understanding pay stubs: 7 tips to help your employees

Understanding pay stubs can be confusing for employees. Follow these seven tips to make things clearer for them and save...

May 27, 2020

Forward Merch: ‘We are creatively evolving our e-commerce platforms–the show must go on.’

COVID-19 has affected many facets of business for Sage customer Forward Merch. Read how they are evolving their e-commer...

May 19, 2020

JSL Restoration: ‘We are laying the foundations for business resilience.’

Sage customer JSL Restoration highlights how their construction and restoration business is taking steps to adapt to cha...

May 12, 2020

Expert panel shares their managing uncertainty tips for small businesses and accountants

Panelists offered their advice for small businesses and accountants on how to adapt and evolve as a result of changes fr...

May 7, 2020

Tools available for Sage customers [podcast]

Sage is providing its customers with resources and tools, like the coronavirus resource hub, to help during this unprece...

April 29, 2020

CARES Act – tactical steps to take now for business continuity [podcast]

Thought leader Gene Marks gives advice to small business owners on how to apply for loans under the CARES Act, local and...

April 8, 2020

10 ways to fix cash flow problems for mid-market businesses

Need to know how to fix cash flow problems for your business? You’re not alone. Recent financial coverage in the news ha...

March 29, 2020

Improve cash flow with automated accounts payable process

A consistent cash flow is critical to the financial health of all construction companies. Automating your accounts payab...

March 27, 2020

5 KPIs to measure small business growth

Here's a look at 5 KPIs that every small business should measure to ensure their thriving business is also a growing bus...

March 4, 2020

Checklist: How to prepare a profit and loss (P&L) statement

Preparing a P&L statement doesn't have to be difficult. Sage explains how to prepare a profit and loss statement and how...

December 29, 2019