You can find the transcripts from our most popular shows below, where you can listen to the episode or read the show notes.
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This episode of the Sage Thought Leadership Podcast features Oliva Brown. Olivia is the Director of Business Development for North America at Tangerine Software. She is responsible for growing market share for the Sage Enterprise Intelligence solution in North America. She works closely with Sage Partners to help establish and grow their business intelligence practices.… Read more
Join us online for our new Wednesday Wisdom series focused on providing accountants and small businesses with the insights and expertise for adapting to the changing world and preparing for future opportunities. Each 30-minute interactive session is complimentary and will be available on-demand after the event. Upcoming Wednesday Wisdom webinars: Adapting to the changing world… Read more
Editor’s note: As of May 5 2021, the Paycheck Protection Program is out of funding. Please visit the U.S. Small Business Administration for more information. On this April 16, 2021 episode of the Sage Thought Leadership Podcast Susan Markey shares the latest updates on the PPP. Susan Markey represents clients in general corporate, taxation, and… Read more
This episode of the Sage Thought Leadership Podcast features Jose Zavala. Jose is founder and principal disruptor at ZTX advisors. Jose has eight years of public accounting experience and has spent his career working with small and medium businesses through various CPA firms. Jose’s specialties include advisory, income tax preparation, and planning services. Why do… Read more
This episode of the Sage Thought Leadership Podcast features Herschel Frierson. Herschel is the managing director of consulting group Crowe LLP, with over 23 years of experience, and is the 27th Chairman of the Board of Directors with the National Association of Black Accountants (NABA)—a nonprofit membership association dedicated to providing networking and career opportunities… Read more
This episode of the Sage Thought Leadership Podcast features Carolin Soldo. Carolin is one of the most recognized coaches for women business owners. She has been named female entrepreneur of the year by the Stevie Awards and has created an Inc. 5000 ranked global business. Why do you do what you do? Carolin Soldo: I like to… Read more
This episode of the Sage Thought Leadership podcast features Kristen Rampe, CPA. Kristen has a strong entrepreneurial spirit and her professional work promotes the importance of communication to increase profitability. She specializes in the accounting industry and related fields. Prompt, clear, and effective communication is a vital component of any successful business model. Efficient communication… Read more
This episode of the Sage Advice podcast features Bruce Callahan and Jade Cole. Bruce is the Vice President of Finance and Controller for Cresa Global Incorporated (CGI). Prior to Cresa, he spent 32 years in government contracting and has worked mainly in finance and project finance roles, with some accounting. Cresa Global Inc. is a real estate company… Read more
This episode of the Sage Advice podcast features Todd Shapiro, who is the President and CEO of the Illinois CPA society, one of the largest CPA societies in the nation, representing more than 23,000 accounting and finance professionals. Prior to joining the society in 1998, he amassed 20 years of financial managerial experience as the director… Read more
This episode of the Sage Advice podcast features Gary Boomer. Gary is a leading authority on technology and strategic planning in the accounting profession. As the Visionary and Strategist at Boomer Consulting, Inc., he created The Boomer Technology Circles and the CIO Circle, two peer groups that help some of the accounting profession’s top firms bridge the… Read more
This episode of the Sage Advice podcast features Kelly Phillips Erb. She is a tax attorney, writer, and podcaster. She authors the popular Taxgirl blog, which is consistently recognized by the ABA Journal as one of the top blogs written by lawyers. Kelly has regular columns with Forbes and Bloomberg and is the host of the… Read more
This episode of the Sage Advice podcast features Tom Hood. Tom has been executive director and CEO of the Maryland Association of CPAs since January 1997. Armed with a passion for the profession and the drive to move it forward, he manages a staff of more than 30, works closely with the Executive Committee and… Read more
This episode of the Sage Advice podcast features Gary Boomer. Gary is a leading authority on technology and strategic planning in the accounting profession. As the Visionary and Strategist at Boomer Consulting, Inc., he created The Boomer Technology Circles and the CIO Circle, two peer groups that help some of the accounting profession’s top firms… Read more
This episode of the Sage Advice podcast features Sage’s senior manager of accountant solutions Rafael Casas, CPA, who highlights the resources available to Sage customers and how we’re supporting small businesses and accountants during the Covid-19 pandemic. Below is an edited transcript of our interview. Can you share current situations and resources that are available… Read more
This episode of the Sage Advice podcast features The New York Times and The Washington Post’s Gene Marks, CPA, who is also a regular contributor for Forbes Inc. Magazine, Entrepreneur Magazine and The Guardian. Gene has written five books on business management, specifically geared towards small and medium-sized companies. Below is an edited transcript of… Read more
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
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
Artificial intelligence is already helping accounting firms automate repetitive tasks and improve their business processes. Here are five ways artificial intelligence can benefit your firm and your clients. Ask 100 experts what artificial intelligence is and you’ll get a variety of answers. What it’s not is a robot standing by the photocopier in each office.… Read more
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
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
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
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
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
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