Sage Advice Podcast

Jim Filicetti’s dream is to make the lives of accountants and their clients better by helping them systematize and automate their accounting processes. As a sought-after speaker on automating accounting offices, he knows the day-to-day struggles of small... Read the full text.

Trent Kennedy is the Accounting Business Solutions Manager for Sage. At Sage he has worked will several Sage products across different areas of specialization including working directly with customers and Sage Accountants Network members. In addition... Read the full text.

Jon Hubbard, Director at Boomer Consulting helps accounting firm leaders find success in the areas of leadership, talent, and growth. Jon is a facilitator for the Boomer P3 Leadership Academy, Boomer Talent Circle and Boomer Marketing & BD Circle (launching... Read the full text.

James R. Gibson is the Founder and CEO of PMO Solutions, Inc., a full-service consultancy corporation specializing in Enterprise Resource Planning (ERP) system sales and project management services. As a noted subject matter expert, Gibson has been profiled... Read the full text.

Tierney Santoro is an Intacct administrator and staff accountant at The Menta Group, an educational non-profit running schools for at-risk youth. She is an active member of the Chicago Sage Intacct Customer Meetup group and has a passion for implementing... Read the full text.

Ryan Lazanis, CPA, CA founded Xen Accounting in 2013, a 100% cloud-based accounting firm. Following its acquisition in 2018, Ryan started Future Firm (www.futurefirm.co) which provides resources & consulting to firms looking to setup an online, automated... Read the full text.

Eric Wade is an internet entrepreneur and investor who began picking stocks and trading futures contracts in college, using his expertise to become a Certified Financial Manager at the largest American retail brokerage. He eventually sold the internet... Read the full text.

Jeff Franklin is the senior channel development manager for TrueCommerce, a leader for commerce networks including EDI, e-commerce, vendor and supplier enablement, and warehouse management. Jeff supports the mid-market companies with everything needed... Read the full text.

Megan Lewczyk is a CPA, location independent entrepreneur, lifelong learner, and named "20 Under 40" in the Accounting Profession in 2017 and 2018 by CPA Practice Advisor. She started her career in Big 4 IT Attestation and Assurance but decided to take... Read the full text.

In the glorious tradition of afternoon naps and Taco Tuesday, we are fast approaching the last Friday of the month which can only mean one thing…Free-Rider Friday! As many know, our typical show is “topic” driven. We dive deep into one subject for the... Read the full text.

As a Co-Founder and Managing Member of @financial and @financial Investments, Sam McElroy has always made every effort to go a step beyond your typical financial advisory firm by utilizing client-focused discovery, planning, and implementation processes... Read the full text.

Madison Grant is a business student at Clark Atlanta University who seeks to further her knowledge and experience in marketing and advertisement. She currently works as an intern for Sage.  Read the full text.

Aaron Berson is the managing director of VRTL at Gettry Marcus, Aaron specializes in cloud-based accounting integration, conversion, and implementation as well as assisting clients with developing financial and growth strategies. he was named one of... Read the full text.

The idea for this show started when we ran across the book Spurious Correlations by Tyler Vigen at the San Jose Tech Museum. Ed and Ron both picked it up and immediately loved it. And a show was born! So what’s up with the show title??? Literally translated... Read the full text.

Roger Bayramian has been the Controller at the Children's Hunger Fund for the past 8 years, currently serving as Controller. His career included 10 years in real estate (primarily in escrow). He worked through the Great Recession, eventually leaving... Read the full text.

Jemelle Howell is the Assistant Manager of Finance at Massy United Insurance one of the leading general insurance companies in the Caribbean.  She was the top performer for Barbados for the June 2014 when she sat for her exam.  Her philosophy is to do... Read the full text.

Jennifer Dymond is the founder of Spire Consulting Services. She has decades of accounting experience with a focus on keeping things automated. Jennifer is committed to staying up-to-date with the latest accounting trends and provide consulting services... Read the full text.

All firms have a theoretical  maximum capacity  and a theoretical  optimal capacity . From a strategy perspective, it is essential to see how that capacity is being allocated to each customer segment. Your maximum capacity is the total number of customers... Read the full text.

Brian Goldrick is the director of accounting at Vera Whole Health a provider of population health management to large and mid-sized employers. Their delivery model of on-site primary care with embedded health coaching is both efficient and effective.... Read the full text.

Greg Tirico is the principal at Working Web Media, a digital marketing agency focused on helping small and medium-sized businesses find real returns from their marketing dollars. From websites to email, social to advertising, Working Web Media is a partner... Read the full text.

David Cieslak is Chief Cloud Officer and EVP with RKL eSolutions, a leading business process automation consulting firm with offices across the US. In his role, he is responsible for helping companies grow strategically with cloud-based solutions and... Read the full text.

George Gilder, one of the leading economic and technological thinkers of the past forty years, is the author of nineteen books, including Wealth and Poverty, Life After Television, Knowledge and Power, The Scandal of Money, and Life After Google. A founding... Read the full text.

Brad is the president/CEO of Brad Williams Financial Services, an Investment Advisor Representative specializing in Retiree and Estate Planning. Since 1987, he has been an independent financial services representative. His wife Robin and daughter Bonnie... Read the full text.

Joe Rotella, SPHR, is “…something of a one-man think tank, has been doing more innovative things with the internet than anyone I’ve met yet.” (Bob Scott, Editor, Accounting Technology) Contributing author in the book "Bull' s-Eye: The Ultimate How-To... Read the full text.

In the glorious tradition of afternoon naps and Taco Tuesday, we are fast approaching the last Friday of the month which can only mean one thing…Free-Rider Friday! As many know, our typical show is “topic” driven. We dive deep into one subject for the... Read the full text.