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Thought Leader - Danny Estrada on the real reason why CRM implementations fail

Danny Estrada is the founder of E Squared, a management consulting firm focused on CRM strategy, adoption and execution. He has been a practitioner in CRM for the past 20 years. As a practice leader, he has guided teams through the implementation and development cycles of over 500 CRM projects. He is author of the Practical CRM blog and a columnist for CRM Magazine dealing with best practices and adoption. Danny is also an Executive MBA from the W.P Carey School of Business at Arizona State...


Thought Leader - Jenny Garrett on why it is important for entrepreneurs to have a coach

Jenny Garrett is an executive coach, speaker, and author of Rocking Your Role. She is a founder of Reflexion Associates, a leadership consultancy; and guest on BBC Radio 4’s Woman’s Hour. Jenny is passionate about challenging leaders to make a positive difference, motivating women to live their best life, and inspiring authentic leadership. Jenny mentors internationally for the Cherie Blair Foundation. For more Sage Advice visit the Sage Advice Blog


Partner - Craig Juta on why small businesses have trouble making the leap to BI

Craig Juta is the founder of FreshBI, a company focused on high quality Business Intelligence solutions. For the past 13 years Craig has successfully delivered Business Intelligence solutions to businesses across Canada, the US and Africa. Craig’s career passions are found in high quality customer service, outcome focused project management and story-telling using business data. For more Sage Advice visit the Sage Advice Blog


Thought Leader - Jeremy Corner on how businesses can turn to exporting to grow their firm

Jeremy Corner is a greetings and gift industry influencer with a passion for connecting people using beautiful cards, stationery and digital tools like social media.He is the co-owner of Blue Eyed Sun and Ivy Ellen, a speaker and thought leader. His company Blue Eyed Sun publishes gorgeous handmade greeting cards for design-led gift shops and top retailers like Harrods, John Lewis, Cards Galore, Fenwick, House of Fraser, Papirus and Paperchase. The company recently won a Queen's Award for...


NextGen Accounting Series - Ed Kless on why accountants need to jettison hourly billing

The billable hours model means you can only sell one hour to one customer at a time. Once you’ve sold that hour, you can’t repackage it and sell it again. It’s gone forever and, honestly, it’s not very valuable. In this podcast episode, Vincent Hofmann, Design Director at Inquisition and SiGNL and Co-Founder of The GoodWork Society, talks to Ed Kless, Senior Director of Sage Accountants, about why accountants will never create true value for their customers by selling their hours, which...


Special announcement about the future of the Sage Advice Podcast

The good news is, we are expanding the podcast to have more international feel. In the short term, we will be doing this in two specific ways, but there may be others as well. First, we are going to publish a series of podcasts produced by Sage South Africa entitled the Next Gen Accounting Podcast series features thought leaders from around the world including one whose voice will be quite familiar to you. Second, we present a special series of podcast featuring business leaders who...


Thought Leader - Roger Pierce on what customers want from your content

Roger Pierce is the President of Pierce Content Marketing, an agency that develops engaging content for business owners, lawyers, and accountants. He has founded 14 small businesses over the last 20 years and considers himself very fortunate to work with thousands of small business owners in different parts of the world through his workshops, seminars, webinars and education programs. Roger is also an author, speaker and contributor to major business publications.


Thought Leader - Adrian Cockle on the latest thinking on social selling

Adrian Cockle is a senior digital professional with twenty years' experience leading projects and teams. He spent nine years as the Head of Digital at World Wildlife Fund, delivering global campaigns, developing teams' digital skills and running innovation projects. Over a career going back to the pre-Google days of newsgroups, gopher and Altavista he’s worked agency and client-side with clients across industries like Sony, Sightsavers, Warner Bros and The Royal Foundation. He’s now...


Thought Leader - Sarah Hughes on how to use LinkedIn to grow your business

Regarded as “The LinkedIn Lead Generation” Expert, Sarah Hughes’ passion is to equip you to grow your business by unlocking the power of LinkedIn. Sarah’s clients enjoy enquiries and sales, as well as personal and corporate brand awareness, with results starting as soon as day 1. She is the creator of Prospect Booster, the LinkedIn Lead Generation ‘Done For You’ Service, which guarantees to connect you with 250-500 of your ideal prospects every month. Based in the UK, when not working, Sarah...


Thought Leader - Jo Booth on how to delegate your social media

Jo Booth is the founder and director of Social Media Makes Sense, the only UK company specialising solely in social media for TV and Film. As a Social Media educator, Jo loves to use her expertise, knowledge and skills to support productions and businesses to make the most out of their online presence. She likes to bring energy and enthusiasm to all her work and help clients fully understand and harness their digital marketing potential. As a result of this, she is regularly invited to speak...


Thought Leader - Paul Wakefield on how to have the life and business you always dreamed of

Paul Wakefield is a UK Entrepreneur, Speaker, Author and Investor who started out in business in 2006. Paul has spent all his working life within the retail sector working for River Island, John Lewis, Orange(now EE), Phones4U, Renault and the Leisure industry. Through his popular book "No Excuses, No Limits." Paul shares his advice on how to have the life and the business you've always dreamed of. Paul has now gone on to write three books, he became a #1 Bestseller within 9 hours when his...


Thought Leader - Patrick Lee on helping accounting grads be ready for the "real world"

Patrick began his career at Deloitte and Touche, LLP as an external auditor and is currently an Assistant Professor of Accounting at Southwestern College in Winfield, Kansas. Patrick has gained international attention through his YouTube channel and lecture series. Students currently in college accounting classes and those studying for the CPA Exam have taken to his channel to gain valuable knowledge of fundamental accounting principles. In addition to his accounting focused YouTube channel,...


Thought Leader - Lee Beaumont on his role as futurist with respect to cloud accounting

Lee Beaumont, Partner at Wilkins Kennedy LLP. Lee qualified as a Chartered Accountant with a UK Top 20 firm in 2005 and since then has worked with a large number of growing SME’s from start-ups to 60m£turnover companies. His background is based around auditing, UK statutory accounting and outsourcing including payroll and cloud accounting transitioning. Lee’s passion lies with advising entrepreneurial clients about growth, problem solving their growing pains and developing software solutions...


Sage Colleague - Adam Prince on the GDPR and how it effects businesses world wide

Adam Price is the VP of Product Management - Compliance and Migration. Adam started his working career as a UK charted accountant, working for Deloitte Haskins and Sells. After qualifying, he moved into IT security, qualified as a CISA and CISM and then started consulting on effective internal controls, taking a number of rolls including setting up the IT Risk Mana gement function for KPMG in Hungary and running their East Europe Y2K practice. Adam joined Sage from NetSuite where he ran the...


Allinial Member - Craig Stanmore on why charitable work defines Enspira Financial

Craig is the CEO of Enspira Financial and a Fellow of Chartered Accountants Australia and New Zealand, a Registered Tax Agent, a Registered Statutory Auditor and a Registered Financial Planner. He has extensive expertise in accounting, taxation, auditing, superannuation, business structuring and planning. Craig’s experience and expertise spans all industries and extends over 25 years. A true people person with a genuine desire to see others succeed, Craig is a natural at making connections...


Sage Partner - Scott Hollrah on how integrations have evolved in the recent past

Scott Hollrah is the Managing Partner at Venn Technology where he has built a reputation as a technologist and a problem solver. In his role at Venn he is focused on helping nonprofits and small/medium size businesses be more effective through the use of and integrated applications as well as optimizing and automating business processes through the use of cloud based applications. Scott is a graduate of the Mays School at Texas A&M University in College Station where he earned...


Thought Leader - Garrett Wagner on being an entrepreneurial CPA

Garrett Wagner is the CEO and Founder of C3Evolution Group whose mission is to help empower and create entrepreneurs with the skills and knowledge to change the world. With his ability to break free from the traditional CPA box, Garrett has embraced the entrepreneurial mindset and is on a mission to help others achieve the skills and knowledge needed to succeed.


Thought Leader - Amanda Webb

Amanda Webb from Spiderworking has been working in digital marketing since 2009. She works with small businesses in Ireland, the UK and beyond helping them develop and implement strategies and campaigns. In 2017, her blog was named one of Social Media Examiner's Top 10 Social Media Blogs, an international contest. She has written for some of the world's best social media websites including Jon Loomer, Social Media Examiner and RazorSocial. She's also a regular contributor to the AgoraPulse...


Partner - Patrick Falle on why accounts receivable is a green field in 2018

Pat Falle is the Chief Revenue Officer for YayPay, a cloud-based, predictive accounts receivable automation solution that leverages data and automatic payment communications to accelerate collections directly from a customer’s existing accounting or billing application. With more than 20 years’ experience in business application technology software and fintech, Pat is responsible for all of the company’s monetization streams, including sales operations, marketing and partnerships.


Thought Leader - Jason Deshayes on the market opportunity for younger firm owners

Jason Deshaies is a Senior Manager on the Firm Services team at the AICPA. He leads the G400 initiative, oversees development of succession and emerging partner resources for PCPS as well as acts as the staff liaison with their networking groups. His hobbies include travelling, acrylic painting and watching football as an avid Seattle Seahawks fan.