Financial Services

Latest articles for Financial Services

People Science: What if companies knew their people as well as they knew their customers?

People Science means applying data-driven approaches to improve workforce visibility – and how you both manage and engag...

November 20, 2017

4 steps to finding ideal clients for your accounting practice

Having trouble finding clients for your budding accounting practice? Here are three steps to take to find the ideal clie...

November 15, 2017

How to maintain a start-up culture while growing your business

Is your start-up business rapidly on the rise? Let's take a look at how to maintain your start-up culture while trying t...

November 1, 2017

Want to find out more about your customers? Give them a voice by doing a customer survey.

Surveys are a win-win for you and your customers. Learn how to get the most out of customer surveys.

October 30, 2017

Why you should make the business case for corporate philanthropy

Doing good in the community often translates to doing well as a business. Companies are often already supporting their l...

October 27, 2017

Why having a women in business mentorship program is a key for having a successful business strategy

How to make mentorship a part of your business strategy

Business coach Sherrin Ross Ingram shares why business advisement is important and what to look for in a mentor.

October 23, 2017

3 tips to maximize your time (and keep your sanity) at Dreamforce

Dreamforce 2017 in San Francisco is a crazy ride. Check out our three insider tips to maximize your time—and keep your s...

October 20, 2017

Nicole Hardin discusses the importance of Business Voice

Your business is talking—but are you listening?

Here are a few tech advances that can help you listen to the voice of your business to better prepare for the future.

October 19, 2017

In your rush to plan for tomorrow, don’t overlook the importance of now

Three ways that businesses can harness the power of “now” and stay agile in the moment.

October 19, 2017

5 quotes to kick your fear of networking in the pants

Networking is an important part of growing your business. Read our Sage advice on making the most of your networking opp...

October 17, 2017

One secret to a thriving business: Invest in your relationships

Keith Ferrazzi, a global thought leader in relational and collaborative sciences, shares how to use relationship buildin...

October 6, 2017

Meditation: The secret weapon to surviving your first 90 days in business

They say the first year is the roughest year when starting a new business. Sage Mentor Sandy Abrams shares the secret we...

October 4, 2017

Making an impact in the community with corporate volunteer programs

3 tangible benefits that businesses can reap from having corporate volunteer programs

October 3, 2017

How I Hire: Pro Back Office co-founders on finding top-notch freelance talent

San Diego’s Pro Back Office provides on-demand finance staffing. Here’s what co-founders Jennifer Barnes and Mike Ford l...

October 2, 2017

The importance of communication in the accounting industry, interview with Kristen Rampe, CPA [Podcast]

Learn about the importance of communication skills in the accounting industry and the types of communication skills need...

September 29, 2017

DevOps: The right strategy for startups

Staying nimble and meeting customers' changing needs requires close collaboration between development and IT operations,...

September 29, 2017

From compliance to consulting

Ed Kless Senior Director, Partner Development and Strategy at Sage discusses how accounting professionals can adopt some...

September 27, 2017

4 steps to fix your boring business plan

Entrepreneurial coach Joey Womack shares the dos and don’ts of writing a solid business plan.

September 25, 2017

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

Getting paid on time is vital for small businesses, especially in the first few years. Download our free invoice templat...

September 22, 2017

How to address mental health issues in the workplace

To an employee with a mental health condition, balancing everyday work and life can be a struggle. 40 million Americans ...

September 21, 2017

Sage Economic Report: The opportunity for SMBs in automating administrative tasks

A recent economic report from Sage Software revealed that the average small and medium business spends most of its time ...

September 19, 2017

The secret to managing remote employees

How to manage remote employees effectively as well as a list of recommended tools to implement to keep the team in commu...

September 14, 2017

The elephant on a cloud: Are you ignoring the obvious competitive advantage?

There’s no shortage of talk advising businesses to move to the cloud. How much longer can you ignore the moving to cloud...

September 12, 2017

How influencer marketing can help your business grow

Social media expert Rebecca Coleman shares influencer marketing tips to help your business grow.

September 11, 2017