Sageworks Blog

Sep 07, 2012 11:13

A fear that prevents some accountants from offering business advisory services is the fear that they won't have the answers on how to solve their clients' problems. Yet, by taking a page from the habits of doctors, accountants can learn that you don't need to have all the answers when you first come into a client meeting. [More]

Jun 06, 2012 16:59

Believe it or not, we’re nearing the halfway point of 2012. If you’re holding a mid-year partner retreat or starting to update your strategic plans, now’s a good time to step back and evaluate the best way to take a step forward. Below are 12 key things you can do during the back half of 2012 to position your firm for success in 2013 and beyond. [More]

Feb 23, 2012 09:21

Craig Handley, CEO and CFO of Spanish-language communications center Listen Up Español, discusses dealing with a short-term drop in revenue and the importance of monthly financial review meetings. [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]

Feb09

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

Feb 09, 2012 09:53

Part III. Disjointed data-The next step is to offer perspective about the data. Even if you select the right numbers to highlight, your financial information could be useless to your audience unless you draw connections between those numbers. [More]

Feb02

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

Feb 02, 2012 09:24

In part II this week, we'll review the second pitfall of presenting numbers that people often encounter: relying on meaningless minutiae. This pitfall often stems from having too much data and is when you've chosen the wrong data to present your argument or to provide a full snapshot of a situation. [More]

Jan26

Fumbling financials: How to avoid the pitfalls of presenting numbers Mary Ellen Biery [email] Research Specialist

Jan 26, 2012 08:39

Maybe you love dealing with numbers but are less comfortable communicating what they mean. Or maybe you’re confident in your presentation skills but are less so about which financial information is critical to convey. [More]