Sageworks Blog

May14

Preparing financial presentations for board meetings, shareholders Libby Bierman [email] Analyst

May 14, 2013 09:47

Board meeting presentations can cause a CFO or business owner headaches, both in the preparation and in the actual presentation. For the financial portion of the presentation, knowing what to include can be a big source of frustration: too much financial detail can be overwhelming or completely uninteresting to board members while too little financial detail could be a missed opportunity for advice from experienced board members.

If you are tasked with leading the financial discussion of a board meeting (or even a shareholders meeting), here are some recommendations that will increase efficacy and reduce preparation time. [More]

Apr21

Business owner? Get more from your bookkeeping software, QuickBooks® Libby Bierman [email] Analyst

Apr 21, 2013 11:23

Given all the other demands on business owners’ time, financial analysis or a thorough review of the company’s financial situation is usually under-prioritized. Businesses that use QuickBooks® or other common bookkeeping systems* can leverage the centralized and up-to-date data they have in the system to get more immediate and in-depth insights into their company. [More]

Mar 12, 2013 08:18

Several big businesses have reached out to smaller businesses in the past and that trend had begun to decline during the recession period. There are several ways big businesses can help with, read the article to learn how. [More]

Feb 29, 2012 13:59

David Douglass, a partner with Atlanta-based professional services firm Tatum, recently shared with Sageworks Inc. how he met the needs of new owners and the importance of “owning” cash flow. [More]

Feb16

Fumbling financials (continued)-Avoiding the pitfalls of presenting numbers Mary Ellen Biery [email] Research Specialist

Feb 16, 2012 08:01

There are many other things you can do before and during your financial presentation to make it more effective. Here are several ways other financial pros prepare as they plan for a successful presentation. [More]

Feb 15, 2012 14:44

John O'Donnell, CFO of Aveksa, a Waltham, Mass.,-based developer of access governance automation solutions, discusses investing in areas with returns and the impacts of employee turnover. [More]

Jan 05, 2012 08:43

Andrew Schrage, CFO and co-founder of Money Crashers, a personal finance site, talks about launching an expansion and the importance of sticking to your founding principles. [More]

Dec 22, 2011 10:44

Laura Bartlett, chief financial officer of 4A's, the American Association of Advertising Agencies, discusses the importance of clarifying your value proposition and holding employees accountable for results. [More]

Dec 07, 2011 17:16

LifeLock Chief Financial Officer Chris Power shares his thoughts on reigniting growth and focusing on long-term shareholder value. [More]

Nov23

Sageworks announces its first iPhone app Libby Bierman [email] Analyst

Nov 23, 2011 10:36

Recognizing that fewer financial professionals today access the internet from their computer alone, Sageworks recently developed and would like to release its first ever app for the iPhone. [More]