Sage Advice Podcast

Resource links Sage Corona Virus Resource Page SageCity Accountants Page (lastest updates) " rel="noopener">SOS Business Planning Guide SWK Survival Guide Rafael Casas is Senior Manager of the Sage Accountant Solutions team at Sage. He has 15+ years... Read the full text.

Nathan Hirsch and Connor Gillivan built their first eCommerce business to $25 million in total sales using virtual assistants. Next, they scaled and sold their second company, FreeeUp, from $5,000 to $12 million in yearly sales with a 100% remote team... Read the full text.

Amanda C. Watts gives sales and marketing superpowers to accounting firms. When Amanda is not out sharing her superpowers, she is a speaker, entrepreneur, Amazon best-seller and the author of The Pioneering Practice. Since 2009 Amanda has helped over... Read the full text.

Sage Colleague Rachel Fisch takes the lead on a conversation about questions that professionals, indeed all businesses can ask themselves during a business interruption. This conversation is a companion to a blog post by Ed Kless .  Read the full text.

Sean Stein Smith is a professor at the City University of New York – Lehman College. He also is the chairperson of the NJCPA's Emerging Technologies Interest Group. He serves on the Advisory Board of the Wall Street Blockchain Alliance, where he co-chairs... Read the full text.

Nicole Ripley is a Senior Manager, Technology Consulting at Armanino LLP. She is a Certified Project Management & Change Management professional living in Austin Texas. She graduated with a Business degree from Concordia University in Austin Texas, with... Read the full text.

Will Leach is the founder of TriggerPoint Design, a leading behavior research and design consultancy specializing in using behavioural economics and decision design to drive consumer decision-making. He is a behavior design instructor at the Cox School... Read the full text.

Lyle Tard is the Founder and CEO of IMPACT Servant Leadership which he founded in 2018. He has recently completed a 20-year honorable commitment in service to his country and is now a retired United States Air Force member as of January 2020. Lyle has... Read the full text.

The placebo effect is one of the most striking examples of  idealism – that is, mind or consciousness creates reality, or physical reality is created by consciousness. We also discussed the article “The weird power of the placebo effect, explained,”... Read the full text.

Chris Meade is one of the Founders and CRO of CrossNet, a four-way volleyball game invented by Chris and two friends in 2017. Since then they have grown to a $2 million business with the game available at Target, Walmart, Scheels and Academy Sports. Read the full text.

Mark Given has taught or spoken at more than 1200 events in the past 15 years on his Trust Based Philosophy Systems and has shared his message with tens of thousands of people and hundreds of businesses worldwide. He has Authored or Co-Authored 8 bestselling... Read the full text.

Hat tip to Paul Dunn, our VeraSage colleague, for sending Ron this new subscription offering. “Panera debuts $9/month unlimited coffee and tea subscription,” from Fast Company , February 27, 2020. Read the full text.

Bobby Lane is a chartered accountant with over 25 years’ experience in professional practice and as a CFO, he built the first multi-award-winning SME outsourcing team at SSH before their sale in 2017. He was voted the No. 1 in the Top 50 most influential... Read the full text.

Scott Peterson was the first executive director of the Streamlined Sales Tax Governing Board. For seven years, Scott acted as the chief operating officer of an organization devoted to making sales tax simpler and more uniform for the benefit of business... Read the full text.

WHAT A SHOW! THE SUBSCRIPTION PRICING BUSINESS MODEL CONTINUES TO EVOLVE AS DO OUR THOUGHTS ON THE TOPIC. Here are just a few of the topics and links we helped use to drive the conversation during Part III of our Subscription Pricing discussion. Futurist... Read the full text.

Sam Jones is a CPA who provides consulting and managerial accounting services to nonprofit organizations and small businesses. He is zealous regarding the idea of restoration, reviving, and thriving which guided him to his pursuit of independently consulting... Read the full text.

Farrah Taylor is an audit manager at Dauby O'Connor & Zaleski, a CPA firm that specializes in the affordable housing industry. She joined the firm in 2014. Farrah is a member of the Indiana CPA Society Young Professionals Leadership Academy. We spoke... Read the full text.

Matthew Burgess co-founded View Legal in 2014, having been a partner and lawyer at one of Australia’s leading independent law firms for over 17 years. Matthew’s passion is helping clients to successfully achieve their goals. Matthew specializes in tax... Read the full text.

Ryan Scharar is a licensed Attorney and Certified Public Accountant focused on business and commercial transactions, tax compliance and return filings, and IRS representation in Fort Worth Texas. He was named to CPA Practice Advisors list of 40 Under... Read the full text.

Join Ed and Ron as they discuss the contributions of Clayton Christensen, one of our favorite business authors and thinkers. Among many other contributions, he was best known for his theory of "disruptive innovation", first introduced in his 1997 book... Read the full text.

Chris Hervochon is the founder and principal at Better Way CPA. He provides tax planning, preparation, and virtual CFO services for small businesses and individuals. He specializes in advertising, marketing, and creative agencies. He was named to the... Read the full text.

Gail Perry is the editor-in-chief of CPA Practice Advisor. Each year they name a list of the Top 40 people under 40 in the accounting profession. We spoke at a gathering of those selected last year. Read the full text.

AZ Zabala is the Director of Sales and Strategy for the US Accountants Division. AZ has been with Sage a total of 11 years in various roles that spanned partnerships within direct, influencer, and channel sales. He has had the fortune to work in the... Read the full text.

Amy Dotson has been with Sage for 7 years overseeing Digital Services Program, her team’s mission is to help customers find answers fast through Sage’s Knowledgebase, Forums, Social and Sage University.  Outside of work, she enjoys raising her son, mixed... Read the full text.

Chris Smith has been with Sage for 14 years in a variety of sales and operations leadership roles with his current role being the Business Executive aka “Chief of Staff” to Nancy Harris, the EVP & Managing Director of Sage North America. Outside of work... Read the full text.