Sage Advice Podcast

Sage Advice offers a weekly podcast where you can hear from our expert authors and contributors. Whether you’re hungry for in-depth expert advice or want to keep up with the latest trends on the movement of people and money, you’ll discover knowledge you need to help grow your business and if you’re an accountant grow your practice.

On the Sage Advice Podcast we celebrate entrepreneurs by allowing them to tell their stories and share their knowledge with others. You’ll discover success stories and expert advice from leading business people. You can find the transcript from our most popular shows below, where you can choose to listen or read the show notes.

Where to subscribe: iTunes/Apple Podcast | Google Play | Stitcher | TuneIn | SpotifySoundCloud RSS

Podcasts from Sage Advice

Is a hybrid ERP solution right for your business? [Podcast]

This three-part Sage Advice podcast series features Timothy Harfield, product marketing manager for Sage 100.  He is a philosopher, author, data scientist, and product marketer, although not necessarily in that order. In this series, Timothy shares his insights on the Forrester report released in 2019, Finding the right technology strategy for your unique business priorities. … Read more

Translating accounting lingo for small business owners – interview with Dawn Fotopulos [Podcast]

This episode of the Sage Advice podcast features Dawn Fotopulos, an associate professor of business at The King’s College in New York City and the author of Accounting for the Numberphobic: A Survival Guide for Small Business Owners. Dawn is the CEO of Hidden Profit Academy whose mission is to double small business survival rates.… Read more

Q/A with Jess Scheer on how Accountex is different from other accounting shows [Podcast]

Jess Scheer is an award-winning business reporter and editor focusing on the intersection of accounting and technology. He began covering the accounting profession in the late 1990s as the editor of Public Accounting Report, which at the time was the largest circulation newsletter focused on the profession. In his role at Accountex, Jess is responsible… Read more

The Client Advisory Services Workshop with L. Gary Boomer [Podcast]

L. Gary Boomer, Visionary & Strategist of Boomer Consulting, Inc., is recognized in the accounting profession as the leading authority on technology and firm management. He consults and speaks around the globe on several topics including strategic and technology planning. I recently had the opportunity to interview L. Gary Boomer for the Sage Advice podcast.… Read more

South Dakota v. Wayfair and what SMBs need to do [Podcast]

I recently had the opportunity to interview Scott Peterson, Avalara’s Vice President of U.S. Tax Policy and Government Relations, about a landmark decision that has come down from the Supreme Court, South Dakota v. Wayfair, and the big implications for small and medium businesses. Prior to Avalara, Scott was the first executive director of Streamlined… Read more

disrupting the healthcare industry

Disruption in healthcare, Q/A with entrepreneur Jeff Kanter [Podcast]

Jeff Kanter is the co-founder of My Academy of Health Excellence. He is a Syracuse University graduate and has spent the last 25 years assisting individuals and businesses in navigating the world of health freedom and insurance. A serial entrepreneur, Jeff saw an opportunity to put his ideas into action with the inception of the… Read more

Becoming a results-oriented workplace [Podcast]

Stan Kania is the CEO of Summit Hosting, and before that, he ran an ERP software company called Software Link for over 21 years. He sold Software Link in 2016 to specifically focus on running his hosting business. I recently had the opportunity to interview Stan for the Sage Advice podcast to discuss results-oriented work environments.… Read more

Young Accountants

The opportunities for young accountants [Podcast]

Jason Deshayes is a senior manager on the firm services team at AICPA. He also leads the G400 Initiative and oversees the development of succession and emerging partner resources for PCPS, as well as acting as their staff liaison with their networking groups. I recently had the pleasure of interviewing Jason for the Sage Advice podcast… Read more

Personalized shopping experience

Why customer choice is critical to corporate gifting [Podcast]

Sara Rodell, CEO of Loop & Tie, is an entrepreneur who leads by example. She believes companies have an opportunity to shepherd social change by embracing inclusion, diversity, and the business strength that comes from a culture of openness to new ideas and people. Sara started Loop & Tie because of a personal gifting problem… Read more

Artificial Intelligence

How blockchain technology is impacting accounting [Podcast]

Dr. Sean Stein Smith is an assistant professor at Lehman College, a member of the AICPA Leadership Class of 2017, and an Inc. Magazine columnist. He was also recently recognized by CPA Practice Advisor on their list of the top 40 under 40 accounting professionals to watch in 2017. His work and analysis of accounting,… Read more

Man using artificial intelligence on smartphone

How bots and AI are transforming the workplace [Podcast]

I recently had the opportunity to interview Kriti Sharma for the Sage Advice podcast about how AI is changing the workplace. Kriti is the VP of Artificial Intelligence at Sage and resides in London, England. She has numerous accolades; she was named in Forbes magazine’s “30 under 30” list in tech, 2017; she is the inventor of, the… Read more

manufacturing line employee

The current state of employment in the manufacturing industry [Podcast]

Rich Safranek is the strategic account manager at Sage X3 and has over 25 years of experience in the enterprise management and wholesale distribution space. His background includes consulting and industry presentations and a 41 city tour with both Microsoft and IBM, speaking with company owners and c-level executives on the benefits of processor invention… Read more

Why it is important to share your hobby at work, Q/A with John Garrett

John is a nationally recognized corporate comedian and emcee who draws on his condition as being a recovering big four CPA to deliver messages that hit home with corporate audiences. John’s customized performances and observations of everyday corporate America help teams break down barriers, foster unity, and strengthen bonds. With over 1800 performances, he consistently… Read more

Female Business Owner

The future of the accounting profession, Q/A with Lindsay Stevenson, CPA, CGMA [Podcast]

Lindsay Stevenson is the vice president of finance and tax at First Financial Bank USA. She is an involved member of a number of committees at the AICPA, the ASCPA, and SDCPA and the 2017 AICPA Outstanding Young CPA award recipient. As a CPA, CGMA, Lindsay is dedicated to the future of the accounting profession… Read more

What can accountants learn from musicians? [Podcast]

Alexis Kimbrough, the founder of the Growth Group, specializes in helping musicians gain financial independence and live prosperous financial lives. Since 2008, the Growth Group has delivered financial education, tax, accounting, and bookkeeping services for independent artists, record labels, and recording studios. She believes that without musicians, the world would be a boring place; and even… Read more

21 trends driving business transformation

How equity crowdfunding brings new opportunities for accountants [Podcast]

David Gosselin is a partner at DBBMcKennon, a PCAOB registered firm with offices in Newport Beach, Santa Monica, and San Diego, California. He has pioneered equity crowdfunding for the CPA industry. After the passage of the Jobs Act in 2012, David sought to become the national CPA expert and thought leader in equity crowdfunding for… Read more

Developing a mastery network

The importance of building a relationship-based business, Q/A with Alina Nikishina, CPA [Podcast]

Alina Nikishina is the CFO and VP of Firm Management with Insperience Business Services. She has been in the CPA profession for about eight years and is passionate about the future of accounting and technology. She joined the team over three years ago after spending five years with Deloitte Tax working with high net worth individuals,… Read more

hiring top talent

The importance of building a strong team, Q/A with Geoff Ashley [Podcast]

Geoff Ashley is the principal at Geoff Ashley and Associates, where delivering a stellar experience to every stakeholder is the mission and focus. Everything they do is designed to help their clients achieve this goal within the organization and it also defines the relationships they develop and maintain with their clients. Geoff is a senior-level… Read more

Accountant Shortage

The changing nature of teams in the workplace, interview with Blake Oliver of FloQast [Podcast]

This is a feature story in our special series of interviews that we’re doing about the CPA Practice Advisor 40 Under 40 awards. Today, we feature Blake Oliver, CPA, blogger and senior product marketing manager at FloQast as he discusses his accounting career, technology, accounting recruitment, and the changing nature of teams. An edited transcript… Read more

Aspiring business owners

How one accountant used his accounting skills to help aspiring business owners in third-world countries [Podcast]

The Sage Advice Podcast energizes business builders around the world through the imagination of our people and the power of technology. This is a part a special series of interviews that we’re doing about the CPA Practice Advisor 40 Under 40 awards. Today, we feature Caleb Jenkins, Leader of Client Accounting Services at RLJ Financial… Read more

Nicole Hardin discusses the importance of Business Voice

Need a vacation? The importance of disconnecting, interview with Hector Garcia, founder of Quick Bookkeeping [Podcast]

Hector Garcia, CPA, CEO, and founder of Quick Bookkeeping, was a recent guest on our Sage Advice podcast with Ed Kless. Hector has three post-graduate degrees, each strengthening his career in accounting, finance, and taxation. His passion comes from his own career in which he’s applied a personal philosophy of continuous learning. He was recently… Read more

Dreamforce Speaker Nicole Hardin shares how automation can transform your business

How affordable technology is helping small businesses every day, interview with Sage Partner, Stacy Schuettler [Podcast]

This episode of the Sage Advice podcast features Stacy Schuettler, the president of LBMC Technology Solutions, LLC. LBMC was founded in Tennessee is 1996. Under Stacy’s leadership, LBMC Technology Solutions has grown significantly and is continually recognized on a national level as being a top-performing IT consulting company, due to its depth and breadth of technical… Read more

family business succession planning

Succession planning for a family business, interview with author Tom Deans, Ph.D. [Podcast]

The Sage Advice Podcast energizes business builders around the world through the imagination of our people and the power of technology. This episode features Tom Deans, Ph.D., award-winning speaker and author of Every Family’s Business and Willing Wisdom. Tom specializes in business succession planning, a difficult subject for many business owners. An edited transcript is below.… Read more

Sage Advice

40 under 40 in Accounting, interview with Gail Perry, editor-in-chief at CPA Practice Advisor [Podcast]

The Sage Advice Podcast energizes business builders around the world through the imagination of our people and the power of technology. This is the first of a special series of interviews that we’re doing about the CPA Practice Advisor 40 Under 40 awards. All upcoming features will include extensive Q&As with each honoree. Today, we… Read more