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Financial Services

Latest articles for Financial Services

3 Sage leaders honored as “Top 100 Most Influential People in Accounting”

Accounting Today identified the thought leaders, change-makers, regulators, and other leaders who are shaping the accoun...

January 12, 2021

12 survival tips for small businesses in 2021

Small business success can be tricky, especially after a crazy year. Here are our top survival tips for small businesses...

January 12, 2021

The secret to effective communication? Know your audience

While technology tools can facilitate communication, they will never replace it. The key to effective communication is k...

December 30, 2020

Ready for year-end? How to prepare your practice and clients

As bookkeepers and accountants know, year-end can be a stressful time. Here are 11 tips to get your practice, and client...

December 4, 2020

What service offerings do clients need in a post-COVID world?

Accountants walked alongside their clients for every step of the year 2020. What services are clients expecting in a pos...

December 3, 2020

Managing stress while growing your business

How to market your firm on a small budget

In uncertain times, marketing budgets may be the first budget cut. Here are several ways to market your firm and extend ...

December 2, 2020

Invoice templates: Get paid faster and maintain cash flow

Creating invoices doesn't have to be complicated. Download our free easy-to-use invoice templates and bill your customer...

November 28, 2020

Finance Futurists: Why 25 years later, Tiffini Masessa is still eager to learn and grow as a CFO

The Finance Futurists are a group of leaders who embrace constant evolution in the world of finance. Today we hear from ...

November 1, 2020

What real customers say: 3 ways to improve your practice

The latest version of the Practice of Now survey is now available. Hear from accounting professionals from across the gl...

October 26, 2020

Tips to consider when launching an online business

Two virtual business veterans share their advice on how to start and grow your business in a virtual world.

October 13, 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

5 ways to adapt your recruitment strategy for remote talent

For a new normal, you need to reinvent your recruiting style. Here are five remote recruiting tips to help hire top tale...

October 6, 2020

Disrupting the profession: 3 ways accountants can grow and thrive

Accounting is on the brink of positive disruption and perfectly primed for the challenges of 2020. Accountants don't jus...

October 4, 2020

Sage celebrates Hispanic Heritage Month

We speak with colleagues Brian Fraire and Rafael Casas about the ways Sage helps the Latino accounting community get the...

October 1, 2020

Todd Shapiro on the impact of COVID-19 on the accounting profession

Overnight, the accounting profession changed. Todd Shapiro discusses the accounting industry looks like now and what tre...

September 21, 2020

Man and woman sitting down to talk at work

Gary Boomer on the resiliency of the accounting profession

This episode of the Sage Advice podcast features Gary Boomer. Gary is a leading authority on technology and strategic pl...

September 8, 2020

Kelly Phillips Erb on what comes after the extended tax season

What do tax prepares and awyers need to know about the upcoming economic landscape? Kelly Phillips Erb discusses what co...

September 7, 2020

How to run a resilient business during COVID-19

What are clients are learning from the coronavirus crisis to move forward and build resilience, and what can you learn f...

August 28, 2020

Data protection: How to create a written information security policy (WISP)

The introduction of the CCPA and the New York SHIELD Act means it's vital for businesses to have a written information s...

August 4, 2020

Are accounting firms ready for the new normal? How robotics process automation can help

RPA adoption in accounting firms means accountants can get more value out of their advisory services. Learn more on our ...

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

Preparing your accounting team for an environment of constant change

How can accounting firms combat skills gap while retaining talented team members? Professional development today creates...

June 15, 2020

5 tips for becoming a tech-savvy accountant

Clients are increasingly expecting tech-savvy experiences. Are you up to the task? Boomer CEO, Jim Boomer, share tips on...

June 11, 2020

Why niche markets can be big business for accountants

John O'Donnell, a practice consultant at ICAEW Members' Department, shares why niche markets are big business for accoun...

June 5, 2020