how to review tax returns: updated & expanded
…time, even at the expense of adding preparer time.” – ed mendlowitz, author “in this book ed is offering original ideas and sage advice about the entire tax return process….
99 search results for "jennifer warawa"+sage
investment brings automated data entry closer
more than 90% of accountants say they are pressured to close books faster. 
by 卡塔尔世界杯常规比赛时间 research
bookkeep, an accounting automation platform, has landed a $6.6 million seed round of funding led by fin capital, with participation from existing investors ttv capital, argonautic ventures, lerer hippeau, haymaker ventures and others.
more: survey: zoom, teams top meeting choices | are you using too many monitors? or not enough? | one in four firms replaces servers by schedule | you’re probably not reading this on an ipad | 52% of firms look outside for it support | pandemic? what pandemic? | today’s top 3 problems: staffing, workflow and tech
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this round brings bookkeep’s total funding to $10 million, following a $3.3 million seed round in 2021 led by lerer hippeau. read more →
202 questions and answers: managing an accounting practice, the complete 2-volume set
…clients. it’s sage advice which every partner at every cpa firm should follow. enjoy the book, and may you have the discipline to follow through on ed’s recommendations. you’ll be…
we’re honored
…ed kless, senior director of partner development and strategy, sage • ed mendlowitz, emeritus partner, withumsmith+brown • erik asgeirsson, president and ceo, cpa.com • gale crosley, president and founder, crosley+co….
special: coronavirus crisis resources
…tax updates in response to covid-19 sage intacct on covid-19 – resources | sage intacct sba coronavirus (covid-19): small business guidance & loan resources state tax agency updates: https://www.taxadmin.org/state-tax-agencies. summary…
the relentless cpa
…software consultants, member of the sage software small business certified consultants’ steering committee, member of the national association of certified valuation analysts, chair of the audit committee on the board…
don’t blame technology
accountant and client expectations are driving today’s changes. technology is only the enabler.
by jennifer warawa
executive vice president – partners, accountants & alliances at sage
the world is changing — that’s no surprise, especially to accountants. conventional wisdom will tell you it’s new tech adoption that’s changing our field, increasing competition and altering the way we do our jobs. but is that what’s really happening? not necessarily.
accountants today are feeling more pressure than ever to stay competitive. at the same time — accountants are expanding far past their traditional roles — becoming more holistic business advisors to their clients and strategic partners with an ever-increasing list of demands on their time.
four rules for setting boundaries in a social and mobile world
your customers expect service everywhere they find you. rule 1: set expectations.
by jody padar
from success to significance: the radical cpa guide
here are some of my tips on setting boundaries in the social world.
more on radicalism: maximizing social media: the importance of people | thoughts on ai from sage’s kriti sharma | the cloud at work | a legacy of leadership must extend to diversity | the persona: a closer look | productized 1099s the new vision way
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1 – be upfront with your customers. if i respond immediately – awesome, however on social i may not respond immediately.