Sage Advice Podcast

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.

Warren Berger has studied hundreds of the world’s foremost innovators, entrepreneurs, and creative thinkers to learn how they ask questions, generate original ideas, and solve problems. His writing and research appear regularly in Fast Company and Harvard... Read the full text.

David Carmell is the founder of DealRockit and is a passionate entrepreneur and serial acquirer who felt there had to be a better way for small businesses to accelerate transactions, fast-track growth, and navigate change. He recognized finding a better... 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.

Will there be an effective COVID-19 vaccine by the end of the year? Will schools reopen? Will there be another expansion of government subsidies? As COVID cases increase, will more states lockdown again? Join Ed and Ron for all these questions and more... Read the full text.

Tom Port is the vice president of sales for North America at AutoEntry, an automated data entry solution for accountants, bookkeepers, and small and medium businesses. Tom is responsible for aligning sales objectives with overall business strategy and... Read the full text.

I am pleased to welcome back Rachel Fisch, Product Evangelist with Sage Canada. We talk about COVID-19 and the short term effects on accounting professionals in the US and Canada, as well as trends we see continuing for the rest of 2020. Finally, we... Read the full text.

Stephen Warley is on a mission to prepare people for the future of work. Work is fundamentally changing as we know it (and faster than most people think!) and he is sounding the alarm to warn people how to prepare for it. Stephen has worked for himself... Read the full text.

Join us as we celebrate the 300th episode of The Soul of Enterprise. Ron and Ed had the tables turned on them and were interviewed by Matthew Burgess, a previous Guest on the show. Matthew promised and delivered on some fun conversation and insights... Read the full text.

Tommy Blinder runs the funding team at Biz2Credit. He has 25 years of sales experience, including over 15 years in financial services for small businesses. Tommy has personally closed over $100 million in small business and commercial loans in his career... Read the full text.

A bit more about Howard Hansen“My travels through the world of work and leadership include roles in management and consulting. I've watched and participated in the stories I now tell. The stories reflect moments of joy, pain and truth. They offer insights... Read the full text.

Dmitry Karpov is a cofounder and Chief Innovation Officer of ElectroNeek Robotics, an enterprise automation platform backed by Y Combinator and other Silicon Valley investors. Prior to ElectroNeek, Dmitry created and led EY Momentum, global corporate... Read the full text.

Rohit Arora, CEO of Biz2Credit, is one of America's top experts in small business lending and FinTech. In 2011, he was named New York City's “Top Entrepreneur” by Crain’s New York Business, which named Biz2Credit among NYC’s “Fast 50” of 2014 and 2016... Read the full text.

Eugene is a partner at PwC Canada focused on technology and venture capital. He advises clients on strategy, mergers and acquisitions, and financing, and other forms of equity across all their pre-IPO rounds. As a two-time startup CFO himself, Eugene... Read the full text.

Dr. Reginald Tomas Lee, is an executive advisor and innovator in the areas of cost modeling and management, cash profitability, capacity management, and supply chain. He is the author of Strategic Cost Transformation and Lies, Damned Lies, and Cost Accounting... Read the full text.

Leah Wietholter is the CEO of Workman Forensics in Tulsa, Oklahoma. As a Certified Fraud Examiner and private investigator, Leah is an expert in following patterns to find money. While working for the Federal Bureau of Investigation, Wietholter discovered... Read the full text.

BJ O’Reilly has worked with Sage software solutions for over 25 years. He began as a Sage 100 consultant and launched Information Systems Management (ISM) in 2001. He served as the President and Principal at ISM for 17 years, until the company merged... Read the full text.

Dr. Paul Thomas is a board-certified family medicine physician practicing in Corktown Detroit. His practice is Plum Health DPC, a Direct Primary Care service that is the first of its kind in Detroit and Wayne County. His mission is to deliver affordable... Read the full text.

David McFarland is Founder and CEO of Coterie, a technology company that uses APIs to make buying business insurance easy. Coterie meets professionals where they already are, using data-based automation to remove hassle and confusion. The result is simple... Read the full text.

Blake Oliver is a CPA who specializes in cloud technology and the co-host of the Cloud Accounting Podcast, a weekly news update for accountants and bookkeepers. In 2016 and 2017, he was honored to be named to CPA Practice Advisor's “40 Under 40” list... Read the full text.

"We will know the blockchain has really made it when we stop talking about blockchain." So said Ron Quaranta, founder of the Wall Street Block Chain Alliance, during his last appearance on The Soul of Enterprise. This time Ron joins Sean Stein Smith... Read the full text.

Dr. Nima Rahmany is a Chiropractor turned ‘Edutainer’ on a mission to teach business executives, entrepreneurs, and teenagers about how to dissolve the root cause of stress. He is the creator of a breakthrough new tool called The Overview Method where... Read the full text.

Ray Barlow is SVP of XCM where he focuses on the Xpitax Outsourcing business.  His teams innovate and deliver the technology, education, and services accounting professionals need to support their clients.  With more than 23 years in the accounting industry... Read the full text.

Ed and Ron are pleased to interview Jody Grunden, CEO and Co-Founder of Summit CPA. The firm adopted subscription pricing and we are eager to learn how he grew the firm from $600,000 in revenue in 2004 to $7,000,000 today. You don’t want to miss this... Read the full text.

Joe Abesamis is a redemptive CPA who exists to fix what is wrong in the public accounting industry. He has spent the last 13 years working in various white-collar sweatshops where billable hours are valued over outcomes, where profits come before people... Read the full text.