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Sage Advice Podcast

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  • Sage Partner - Jim Rosenberg on the booming business in northeast Ohio

    EdK
    EdK
    Jim Rosenberg is the President and Principal at neo3 Business Software Solutions. He has been a Sage Partner since 1999. With his team, they have over 50 years of experience successfully implementing ERP solutions in a variety of industries including... Read the full text.
    • 14 Feb 2019
  • Thought Leader - Abdo Riani on working with startups that are bootstrapped or self-funded

    EdK
    EdK
    Abdo Riani is the founder of StartupCircle.co where aspiring and rising entrepreneurs can connect with and learn from successful founders over daily live Q&A sessions. He also mentors and guides entrepreneurs to first paying customers and beyond. For... Read the full text.
    • 13 Feb 2019
  • Sage Partner - Tarryn Sampson on her love for small business owners

    EdK
    EdK
    For several years TS Tax & Accounting Services has developed tax strategies for Mableton business owners as well as individuals and families. From bookkeeping to payroll, straightforward tax preparation or complex audit representation, TS Tax & Accounting... Read the full text.
    • 12 Feb 2019
  • Sage Partner - Jeff Roth on Accountants and the Wayfair Decision

    EdK
    EdK
    Avalara is revolutionizing sales tax compliance - a fundamental business process that has taken center stage as judicial decisions, e-commerce and the desire for seamless systems integration continue to shape the space! As Avalara's Vice President -... Read the full text.
    • 7 Feb 2019
  • Thought Leader - Mitchell Levy on the three ways stuff gets done

    EdK
    EdK
    The AHA Guy, Mitchell Levy. Mitchell is an accomplished Entrepreneur who has created twenty businesses in Silicon Valley including four publishing companies that have published over 800 books. Mitchell is a TEDx speaker and international bestselling... Read the full text.
    • 6 Feb 2019
  • Sage Partner - Jenni Huotari on her key takeaways from the Client Accounting Services Workshop

    EdK
    EdK
    Jenni is a numbers nerd who helps small and mid-sized businesses grow. She leads a team of dedicated professionals who work with business clients to better understand their financial picture and make educated and strategic decisions for their companies... Read the full text.
    • 5 Feb 2019
  • Sage Partner - Stuart Tholen on why growth is so important to him

    EdK
    EdK
    Stuart has provided tax, audit and IT consulting services since 1986. He focuses on building a consulting department to resale, consult and customize business solutions. Clients will feel connected, understood and confident with Eide Bailly's consultants... Read the full text.
    • 31 Jan 2019
  • Sage Partner - Joni Girardi on building customer value

    EdK
    EdK
    Joni Girardi is the Founder and CEO of DataSelf. He is passionate about technology and how our lizard brains handle modern business and is on a mission to improve how growing mid-sized organizations make decisions. As CEO of DataSelf, he helps mid-sized... Read the full text.
    • 30 Jan 2019
  • Sage Partner Paula Saidy on working in Client Advisory Services

    EdK
    EdK
    Paula Saidy has over 17 years of experience helping small to mid-level companies with system implementations, business process automation, CFO Advisory, and outsourced accounting across various industries, including non-profit, real estate property management... Read the full text.
    • 29 Jan 2019
  • Sage Partner - BJ O'Reilly of SWK Technologies on applying technology in a technology firm

    EdK
    EdK
    BJ has worked with Sage 100 for over 24 years. My experiences include Sage 100Cloud, Sage 500, Sage Enterprise, and Sage CRM. He has worked with large scale integration projects. Currently, he is a part of the executive team at SWK Technologies. SWK... Read the full text.
    • 24 Jan 2019
  • Thought Leader 40U40 - Jackie Meyer on the effect of the changes to the tax code

    EdK
    EdK
    Jackie Meyer is the  President and Founder of Meyer Tax Consulting LLC in Southlake, Texas, Jackie specializes in tax planning for executives that provide a high return on investment. As a CPA and Certified Tax Coach, she offers concierge tax and accounting... Read the full text.
    • 23 Jan 2019
  • Sage Partner - David Cowan of Tribal Ledgers on becoming an advisory firm

    EdK
    EdK
    David Cowan began his journey with Tribal Ledgers in 2011. The firm was created to provide an outlet for our passion for both technology and accounting. No longer bound by the constraints of billing by the hour, realization rate quotes, and just antiquated... Read the full text.
    • 22 Jan 2019
  • Thought Leader - Paul Meissner on the role of the accountant in the future

    EdK
    EdK
    Paul Meissner is an accounting practitioner, podcaster and pragmatist. He is the director of 5ways Group Chartered Accountants, the Founder of the Freedom Accounting System and the Presenter of the From the Trenches Podcast. Paul is the next generation... Read the full text.
    • 17 Jan 2019
  • Sage Partner - Shayna Chapman on providing client advisory services

    EdK
    EdK
    For years, Shayna 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 in-depth... Read the full text.
    • 15 Jan 2019
  • Ambition Series - Sam Charles on being transparent with customers

    EdK
    EdK
    Sam Charles is a Google certified digital marketing expert with 8 years experience and the founder of multi-award-winning SEO & PPC agency, Float Digital. Her extensive portfolio includes working with some of the largest brands in the world, helping... Read the full text.
    • 17 Dec 2018
  • Sage Partner - Craig Juta of FreshBI on why the subscription model is the future for all businesses

    EdK
    EdK
    Craig Juta is a Power BI Coach at FreshBI, a boutique Business Intelligence Service Provider. Craig has a passion for lifestyle coaching and finds his energy in sports and family life.   In this episode, we talk about why subscription-based pricing will... Read the full text.
    • 11 Dec 2018
  • Ambition Series - Emmerson Critchley on his love of construction

    EdK
    EdK
    Emmerson Marshall-Critchley founded his eponymous specialist traditional building firm, Emmerson Critchley Ltd in 2012, following years of working in the construction industry. This year Emmerson has also co-founded a scaffolding firm, E.C. Access Ltd... Read the full text.
    • 10 Dec 2018
  • Thought Leader - Ken Healy on working with small businesses

    EdK
    EdK
    Ken Healy is the principle of Diversified Financial Solutions and graduated from the University of Connecticut in 2005 with a Bachelor of Science in Accounting and earned a Master of Science in Accountancy in 2006 from the University of Notre Dame in... Read the full text.
    • 6 Dec 2018
  • Thought Leader - Ingrid Edstrom on Niche-ing

    EdK
    EdK
    Ingrid Edstrom is the Priestess of Profits at the award-winning bookkeeping firm, Polymath LLC. She is recognized as one of the accounting profession's Top 40 Under 40, Most Powerful Women in Accounting and the 2017 Top "Up-N-Comer." She is a certified... Read the full text.
    • 4 Dec 2018
  • Ambition Series - Simon Lamb of Sylvadale on how running marathons helps him in business

    EdK
    EdK
    Simon Lamb is the Managing Director & founder of Sylvadale Limited. He founded Sylvadale as a plumbing and heating company in 2012 following his completion of a part time foundation degree in Business Management at Portsmouth University. In 2012 he continued... Read the full text.
    • 3 Dec 2018
  • Thought Leader 40U40 - Caleb Bullock on how business development and volunteerism go hand in hand

    EdK
    EdK
    Caleb Bullock is a CPA and CGMA with Somerset CPAs and Advisors, a large regional accounting firm headquartered in Indianapolis, Indiana.  Caleb, who has been recognized by the Indiana CPA Society as a 2015 recipient of the Emerging Leaders Award, specializes... Read the full text.
    • 29 Nov 2018
  • Ambition Series - Michelle Smith on her work with local charities

    EdK
    EdK
    Michelle Smith founded ValueAdd Business Solutions in January 2011 after a 20 year career in professional services. She has extensive knowledge of start-up and growing businesses having worked with a broad spectrum of organisations over the years. Embracing... Read the full text.
    • 26 Nov 2018
  • Ambition Series - Roice Gummer of Supreme Fitness on self confidence and transformations

    EdK
    EdK
    Roice Gummer first got into business as a self employed personal trainer after leaving the UK armed forces. He always had a vision to build a company, and bought his business name and domains on the internet whilst still serving in Afghanistan.  His... Read the full text.
    • 19 Nov 2018
  • Sage Partner - Brian Seidel on how the needs of distribution companies are not being met

    EdK
    EdK
    Brian Seidel is the CEO and Co-Founder of CIMcloud by Website Pipeline, a boot-strapped SaaS company based in Greenville, SC. Brian’s team invented the Customer Interaction Management (CIM) software category – which combines Ecommerce and CRM - into one... Read the full text.
    • 13 Nov 2018
  • Ambition Series - Nigel Richardson of Secret Hamper on his passion for charity

    EdK
    EdK
    Nigel Richardson's company, Secret Hamper, was launched in June 2016, after Nigel watched a TV ad that inspired him to perform a random act of kindness. His idea for Secret Hamper came about as a way of giving everyone the opportunity to "Be a Mega Hero... Read the full text.
    • 12 Nov 2018
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