Firm Management June 11, 2026
How a Small CPA Firm Cut Client Onboarding Time in Half and Built a More Scalable Advisory Practice
One of the most immediate benefits appeared during client onboarding.
July 26, 2016
Sage Foundation Donates $50,000 to Chicago High School Girls Organization
The grant was presented by Sage Chief People Officer, Sandra Campopiano to Director of Business and Corporate Relations at Brave Initiatives, Jen Kamins, in front of an audience of nearly 15,000 at McCormick Place. Speaking after presenting the check, ...
July 26, 2016
New Chat Bot for Accounting Helps Eliminate Spreadsheets
The chat app, Pegg, makes it easy for small business owners and entrepreneurs to enter and track important financial information in an instant, including filing expenses, tracking account balances and recording receipts and income.
July 26, 2016
Bill.com Enhances Integration, Automation and Mobile App Features
Bill.com, which makes technologies for streamlining business payments, has added and enhanced integrations and syncing to several popular accounting and finance solutions, as well as new features for automation and additional mobile app functionality.
July 26, 2016
How Inadequate Technology Is Risky Business for Accounting Firms
As one of the highest performing, under-pressure sectors, the professional services industry increasingly faces a number of unique challenges. Threatened by commoditization, increased global competition and even automation, the ability to maximize ...
July 26, 2016
Sage and Microsoft Partner to Empower Accounting Professionals
As part of the extended relationship, Sage will integrate Sage 50 with Microsoft Office 365. The new solution also allows customers and the joint ecosystem to grow, extend and innovate on top of the combined solution. Sage has also become an Office ...
July 26, 2016
Sage Sets Out Its Vision for the Tech Revolution
The dedication to helping businesses grow is a personal crusade of Kelly’s. Following the investment of £139m on research and development during FY15, the Sage CEO used the keynote as a platform to set out how all Sage products will now be connected ...
July 26, 2016
The War On IT: Ransomware and How Accounting Firms Are At Risk
Ransomware is a type of malicious software that encrypts files, blocks access to computer systems then requires an anonymous payment, and has the ability to make a dramatic and devastating impact on your business. A recent report released by the FBI ...
July 25, 2016
Sage Live Moves to Salesforce Lightning
Accounting software maker Sage has announced the next stage of Sage’s strategic partnership with Salesforce. The company also announced new partnerships with TomTom Telematics and U.S. Bank.
July 25, 2016
3 Tax Tips for Millennials – How to Overcome the Fear
If there’s one thing we all have in common, it’s that no one enjoys filing taxes. But, according to recent studies, millennials feel particularly anxious about the annual process.
July 22, 2016
Professionals on the Move – July 22, 2016
A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
July 22, 2016
New Fiscal Year Brings Sales Tax Changes Across the Country
There have been a number of red-letter changes to date in 2016, most notably with respect to state sales tax rates, eliminating exemptions, and remote sales tax laws. More are sure to follow during the second half of the year.
July 21, 2016
Does Your Firm Have Technical Debt?
Technical debt is now a common term in the software development industry. Companies spend money assessing, controlling and “paying down” their technical debt in order to keep their products agile enough to compete in an environment where slow to market or