Sage Advice Podcast

Kenneth Healy is a principal at DIVERSIFIED FINANCIAL SOLUTIONS.  I am active in volunteering locally, including serving as the President, 2018 Campaign Chair, and 2017 Allocations Committee Chair for the United Way of Naugatuck and Beacon Falls; deputy... Read the full text.

Jack Roberts is an Options Strategist at "Simpler Trading.” Hailing from a small-town West Texas, Jack brings a light-hearted composure to Simpler Trading, maintained through almost two decades of trading and a solid grasp on trader psychology. Jack's... Read the full text.

Over 30 years experience in the accounting industry. Speaker and accounting practice advisor, discussing accounting industry trends and providing coaching on sales and marketing. Lived in Australia, USA, UK, China and now a Digital Nomad. Read the full text.

This is part of a continuing series in which Rachel Fisch and Ed Kless have a conversation about the accounting profession. In this episode, Ed wanted to share his thoughts () about how continuing professional "education" misses the mark by being more... Read the full text.

Akshay Gupta is the CoFounder and Executive Partner at Copatient. Accomplished at defining and driving business and product strategy, marketing and business development activity, he has successfully launched and led several successful business ventures... Read the full text.

David Leary is an innovative and influential force in the small business accounting world. With over 22 years of QuickBooks experience, David has provided many small businesses, accountants, and developers with technical tools, deep industry knowledge... Read the full text.

Debbie Bloyd has been helping clients over the last 20 years with their investments, mortgages and insurance needs. She is CEO of DLB Mortgage Services and helps create wealth and peace of mind for her clients across the country.  As a radio host on her... Read the full text.

For years, Shayna Champman has been providing quality, personalized financial guidance to individuals and businesses. Surrounding herself with a knowledgeable team, the expertise ranges from basic tax management, accounting, and payroll services to more... Read the full text.

Jeff Small is the President of Arbor Financial, Amazon Bestselling Author, Market Watcher,and Energy Analyst. Jeff has been working with clients and their families for almost 30 years. With both industry & market experience, Jeff is dedicated to providing... Read the full text.

Matthew Emerzian is founder and chief inspiration officer of Every Monday Matters, a not-for-profit organization committed to helping people and organizations understand how much and why they matter. Inspired by his book by the same name , EMM’s programs... Read the full text.

Timothy Harfield is the Product Marketing for Sage 100. He is a philosopher, author, data scientist, and product marketer, although not necessarily in that order.   In this three-part series, Timothy shares his insights on the Forrester report released... Read the full text.

Timothy Fox is Owner and Operator of Timothy Forrest Fox Accounting specializing in bookkeeping and tax preparation for 35 years. He graduated from University of Texas both a BA and MBA. Served as the Business Manager of Seguin Independent School District... Read the full text.

Doug Sleeter is a passionate leader of innovation and change in the small business accounting technology world. As a CPA firm veteran and former Apple Computer Evangelist, he melded his two great passions (accounting and technology) to guide developers... Read the full text.

Timothy Harfield is the Product Marketing for Sage 100. He is a philosopher, author, data scientist, and product marketer, although not necessarily in that order.   In this three-part series, Timothy shares his insights on the Forrester report released... Read the full text.

Andy Armanino started his career with Arthur Young as an auditor and joined Armanino LLP in 1989 where he built a full-service audit offering before becoming, at 29, the youngest partner in the firm’s history. In 2005, he was elected to Managing Partner... Read the full text.

My expertise and passion is all about developing high growth channels and strategic alliances in financial accounting and ERP ecosystems for early stage growth cloud/mobile businesses with disruptive solutions, automating historically inefficient business... Read the full text.

Dawn Fotopulos is passionate about small business success. She has been recognized for her proven track record turning around hundreds of small businesses across the U.S. and Eastern Europe through HiddenProfitProphet.com and her career with the consumer... Read the full text.

Timothy Harfield is the Product Marketing for Sage 100. He is a philosopher, author, data scientist, and product marketer, although not necessarily in that order. In this three-part series, Timothy shares his insights on the Forrester report released... Read the full text.

Liz Farr is one of the rare CPA's who can write clearly and effectively and who understands marketing. She helps connect people by translating what they know into language normal people understand. She believes that the power of compelling content will... Read the full text.

Lisa Block is the founder and principal consultant of Accounting Systems Design. She is a perfectionist when it comes to accurate financial information, an artist when it comes to system design elements, adept at presenting information in a way that is... Read the full text.

Ed and Ron are honored to have Chris “Elroy” Stricklin back on the show for the third time. We will be discussing his new book, released October 1, 2019, Survivor’s Obligation: Navigating an Intentional Life. Chris Stricklin ejected from the F-16 he... Read the full text.

TG Watkins is the Director of Stocks at Simpler Trading. TG was first exposed to the stock market when his dad brought him to a two-day seminar when he was just 12 years old. This began the tradition of sitting down with his dad after work to review his... Read the full text.

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... Read the full text.

Kathy Fettke, Kathy is the Co-CEO and Co-Founder of Real Wealth Network based in Walnut Creek, CA, an organization dedicated to helping members get the most current and cutting edge education and information they need to succeed as real estate investors... Read the full text.

Here it is, folks! At long last we have Chapter 32 — otherwise known as the “Lost Chapter” — from Ron’s book, Implementing Value Pricing: A Radical Business Model for Professional Firms. The short version is available below and details on all 26+ pages... Read the full text.