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Press Articles

June 22, 2017

Accounting Today - Accountants want substantially more advisory revenue

June 14, 2017

Accounting Today - Create time and capacity for advisory services

June 13, 2017

CPA Practice Advisor - Tech Roadmap Ebook Helps Accountants and Business Advisors Navigate Tech Decisions

June 11, 2017

The Philadelphia Inquirer - Community banks need relief from Dodd-Frank

June 11, 2017

Forbes - The 10 Worst Performing U.S. Industries By Sales

May 30, 2017

Moneyish - Former Inmates who struggled to find work tell Moneyish about starting their own businesses

May 25, 2017

Accounting Web - Adding Advisory Services Starts With Your Clients

May 24, 2017

Community Bank Insight - Sageworks poll: How applicable will a DCF estimation be to your institution?

May 22, 2017

Community Bank Insight - Sageworks Bank Information data tracks increasing delinquencies in ag loans

May 21, 2017

Durham Rotary Club - Program Report: Brian Hamilton – Sageworks

May 19, 2017

Credit Union Times - What Credit Unions Need to Know About CECL Prep: Infographic

May 18, 2017

Inc. - Robots Aren't Taking Over Your Jobs. They're Giving Them to You

May 16, 2017

Fortune - What My Young Sons Taught Me About Finding True Happiness

May 14, 2017

Forbes - Will 1 Of These 5 Issues Sink Your Startup?

May 10, 2017

FMS Perspectives - How Risk Ratings Can Enable Optimal Growth for Financial Institutions

May 10, 2017

Credit Union Insight - Sageworks announces agenda for 2017 Risk Management Summit

May 2, 2017

Inc. - 60 Percent of Business Owners Approve of Trump's Performance. But That's Not the Whole Story

May 2, 2017

Salesforce Blog - The Secret to These Triple-Digit Growth Companies

May 1, 2017

Community Bank Insight - Sageworks continues to invest in customer onboarding for faster adoption and value

April 26, 2017

Credit Union Insight - Sageworks named “Highest Achieving Enterprise” in 2017 WRAL TechWire Awards

April 26, 2017

CPA Practice Advisor - New President at Sageworks

April 25, 2017

Accounting Today - Tips to help your business clients generate more cash

April 21, 2017

Community Bank Insight - Sageworks Poll: Biggest challenge in CECL implementation – New models and methodologies

April 10, 2017

WRAL TechWire - Sageworks tax solution wins banking innovation award

April 9, 2017

Forbes - The 10 Fastest-Growing Industries In The U.S.

April 7, 2017

Business Wire - U.S. Bank, Citi, Ignite Sales and Sageworks Win 2017 Monarch Innovation Awards

April 6, 2017

Accounting Today - Helping business clients identify cash flow opportunities

April 6, 2017

Credit Union Insight - Sageworks Summit keynote to address change management in light of CECL

April 5, 2017

American Banker - Why this bank is ready to ditch Excel for calculating reserves

April 4, 2017

CPA Practice Advisor - eBook Shows Easy Ways to Improve Cash Flow

April 3, 2017

Accounting Today - Sageworks publishes cash flow improvement guide

March 30, 2017

BankNews - Poll Reveals Confidence in Forecasting Durations for CECL

March 29, 2017

Accounting Today - New Products — April 2017

March 28, 2017

Accounting Today - In the blogs: Implications of Amazon

March 28. 2017

CPA Practice Advisor - 4 Questions to Ask New Business Valuation Clients

March 24, 2017

WRAL TechWire - On management: Sageworks founder talks about mistakes, market readiness, risks of VC

March 23, 2017

American Banker - Competing with fintech on business loans isn’t rocket science

March 22, 2017

CPA Practice Advisor - 6 Business Valuation Issues That Could Lead to Professional Liability

March 22, 2017

FinXTech - Beating SMB Alt Lenders at Their Own Game

March 22, 2017

Accounting Today - In the blogs: Finish the season strong

March 20, 2017

Financial Executives International - Common Weak Spots in Institutional Data Quality Ahead of CECL

March 20, 2017

Forbes - What Greg Louganis Can Teach Entrepreneurs About Exiting The Business

March 16, 2017

Community Bank Insight - First Commonwealth Bank and Sageworks partner to provide automated and enhanced allowance for loan and lease losses methodology

March 10, 2017

Community Bank Insight - Banks and CDFIs: Partnering for community impact

March 9, 2017

Credit Union Insight - Sageworks’ 2017 Summit expanded to cover life-of-loan

March 7, 2017

Accounting Today - In the blogs: Can taxes help you lose weight?

March 4, 2017

attn: - How Snapchat Loses Money and Is Still Worth Billions

March 3, 2017

NBC News - What’s Behind Snap’s Epic IPO?

March 2, 2017

New York Times - How a Money-Losing Snap Could Be Worth So Much

February 28, 2017

Inc. - Successful Entrepreneurs Do These 5 Things

February 24, 2017

Accounting Today - The rise of the accounting entrepreneur

February 24, 2017

Community Bank Insight - Sageworks Poll: Historical loss rates most applicable method for C&I pools

February 24, 2017

The Daily World - Wake up, America: You elected an entrepreneur

February 22, 2017

USA Today - The Snapchat IPO and California math: Column

February 21, 2017

Pakwired - 10 Most Profitable Types of Small Businesses When You Have Little Capital to Invest

February 17, 2017

CPA Practice Advisor - Small Business Succession Planning Trends

February 15, 2017

Accounting Web - What Teens Can Teach Advisors About Technology

February 15, 2017

Accounting Today - 3 top tech trends for public accountants to watch in 2017

February 15, 2017

FMS Perspectives - Analyzing Your Institution’s Portfolio Risk Within Your ALLL

February 13, 2017

PRLeap - Sageworks Offers Informative Webinar on Benchmarking Insights with Donny Shimamoto

February 9, 2017

Banker & Tradesman - Sageworks: Bankers May Want To Retool FICO Storage

February 8, 2017

Credit Union Insight - Sageworks clients using electronic tax return reader to reduce data entry

February 7, 2017

Accounting Today - Ramp up your accounting firm's tech know-how

February 3, 2017

Vanity Fair - Will the Snapchat I.P.O. be a flop?

February 3, 2017

Investor's Business Daily - Snapchat Owner Snap Smacked On $25 Billion Valuation Target

February 2, 2017

CNN Money - Snapchat files for $3 billion IPO

January 31, 2017

Community Bank Insight - Sageworks poll: FICO is most often stored risk metric for consumer loans

January 19, 2017

Accounting Today - Reduce your firm's cyber risks with these 8 actions

January 15, 2017

Banker & Tradesman - Rising Rates, Rising Risk

January 12, 2017

The Washington Times - 5 Best Industries for Aspiring Entrepreneurs in 2017

January 11, 2017

Credit Union Insight - Sageworks launches Executive Seminar Series

January 5, 2017

Community Bank Insight - Sageworks CECL Methodology Webinar Series starts strong: Registration still open

January 4, 2017

The Washington Post - The reason Amazon won’t kill the mom-and-pop convenience store

December 28, 2016

Credit Union Insight - Sageworks announces locations for 2017 User Groups

December 28, 2016

Forbes - Sales, Profitability Are Up For Small Businesses As 2016 Ends

December 19, 2016

American Banker - Community Banks Show Greater Interest in Auto Lending

December 9, 2016

Community Bank Insight - FinXTech names Sageworks as “bank-friendly” partner

December 9, 2016

CNBC - IPOs driven by market, but a lot of companies are going to wait and see, expert says

December 7, 2016

BankNews - Sageworks Announces Dates for 2017 Risk Management Summit

December 7, 2016

American Banker - Is Fintech Small Banks' Equalizer in Fight with Big Rivals?

December 6, 2016

Community Bank Insight - Sageworks announces new CECL methodology webinar series

December 1, 2016

CPA Practice Advisor - How to Make Your Accounting Firm More Attractive to Potential Buyers

December 1, 2016

Inc. - State of Entrepreneurship 2017: Growing Revenue, Growing Uncertainty

November 30, 2016

Credit Union Times - 4 Ways to Gear Up for the Jan. 1 MBL Rule

November 30, 2016

Credit Union Insight - The 2017 Risk Management Summit heads to Denver next September

November 29, 2016

Accounting Web - How Client Meetings Build Revenue, Relationships

November 28, 2016

CPA Practice Advisor - How to Grow a Profitable Business Valuation Practice

November 26, 2016

Forbes - Looking to Borrow? You May Need An Audit, Review or Compilation

November 22, 2016

Community Bank Insight - Sageworks partners with Crews Banking Corporation to provide online lending platform

November 21, 2016

PYMNTS.com - Why Banks Reach For The Unprofitable, Demanding SME

November 15, 2016

PYMNTS.com - Sageworks Offers Lenders A Door To SMEs

November 14, 2016

Credit Union Insight - Sageworks introduces small business lending platform

November 11, 2016

Accounting Today - How to Plan Meaningful Post-Audit Reviews in Less Time

November 9.2016

Community Bank Insight - Sageworks to address business borrower experience

November 3, 2016

Accounting Today - What Services Are Driving Accounting Industry Growth

October 31, 2016

BankNews - Poll: When Should Fls Conduct CECL Calculations

October 28, 2016

US News & World Report - Food Prices Plummet: These Grocery Store Items Are Cheaper Than Ever

October 28, 2016

Banker & Tradesman - Sageworks Poll: 42 Percent of Fls Want To Start CECL Prep By Q4 ‘17

October 27, 2016

CPA Practice Advisor - How to Market Business Valuation Services

October 26, 2016

FMS Perspectives - Three Approaches to Small Business Lending that Drive Growth

October 25, 2016

Community Bank Insight - Sageworks poll: Preliminary CECL calculations to start in 2017

October 21, 2016

BAI Banking Strategies - Peerless ideas, pleased customers: How to overcome 3 challenges in managing the life of the loan

October 12, 2016

Yahoo Finance - Greater Hudson Bank and Sageworks Partner to Provide Online Lending Platform to Borrowers

October 11, 2016

Accounting Web - How Technology Improves Valuation Practice Productivity

October 7, 2016

Banker & Tradesman - Sageworks Poll: CRE Is Top Focus Among FIs Looking To Grow

October 7, 2016

Accounting Today - Retaining Clients during a Firm Transition

October 6, 2016

CNBC - 6 Million-Dollar Business Ideas that Most People Won't Touch

October 5, 2016

Credit Union Insight - Sageworks summit poll: CRE loans top focus in loan portfolio

October 3, 2016

Sageworks Board Resolution - Sageworks Gifts Native American Bank Product License

September 26, 2016

BankNews - Lessons Learned from 2016 Risk Management Summit

September 19, 2016

CPA Practice Advisor - Michael Felland - 2016 20 Under 40 Superstar Honoree

September 18, 2016

Forbes - Exiting Your Business? These Factors Can Affect The Selling Price

September 13, 2016

CPA Practice Advisor - Webinar Series Coaches Accountants On Building An Advisory Practice

September 12, 2016

BankNews - Sageworks Publishes Guide on Integrated Banking Solutions

September 12, 2016

Community Bank Insight - Sageworks releases new guide for bank executives: Integrated Banking Solution

September 9, 2016

Community Bankers Association of Kansas - Lending in a Competitive Environment

September 8, 2016

CPA Practice Advisor - Is It Time To Update Your Valuation Engagement Letter?

September 8, 2016

Entrepreneur - 3 Reasons Former Inmates Make Great Entrepreneurs

September 7, 2016

Standard Media - Chinese firm expects super profit of Sh8.6b from Nairobi project

September 7, 2016

Accounting Web - Best Practices for Ensuring Professional Skepticism in the Audit Process

September 6, 2016

TheStreet - Want a Great Loan On a New Car? Credit Unions Say They Drive a Better Financing Deal than Banks

September 1, 2016

Inc. - 5 Ways to Know Whether a Startup is 'Real'

August 30. 2016

Forbes - 3 Ways Entrepreneurs Are Tackling The Prison Problem

August 28, 2016

Credit Union Times - 3 Ways to Bolster Taxi Medallion Lending

August 28, 2016

Yahoo Finance - The 15 most profitable small-business industries

August 25, 2016

CBSNews Moneywatch - The 5 private industries with the highest profit margins

August 23, 2016

BankNews - Sageworks Expands Business Development Products to Banks and Credit Unions

August 23, 2016

CU Today - Sageworks Announces Numerous Enhancements, New Products

August 22, 2016

The Washington Post - Gene Marks: Which industry is most profitable? Just ask your accountant.

August 19, 2016

Banker & Tradesman - Sageworks: 38 Percent Of Lenders Say Portfolio Growth Is No. 1 Priority

August 19, 2016

Accounting Today - Best Practices for Documenting Analytical Procedures

August 18, 2016

Credit Union Insight - Sageworks Survey: Growing the portfolio – top priority for bankers

August 17, 2016

Accounting Web - Accounting Again Leads as Most Profitable Industry

August 17, 2016

FMS Perspectives - Technological Innovation: the cornerstone of growth

August 16, 2016

CPA Practice Advisor - How to Create a Compensation System that Keeps Partners Engaged

August 12, 2016

Credit Union Insight - 3 ways credit unions are driving growth

August 10, 2016

CPA Practice Advisor - New Podcast Series Focuses On Accounting Firm Management

August 9, 2016

Community Bank Insight - How tech solved a taxing problem for this Texas bank

August 8, 2016

Community Bank Insight - Sageworks awarded patent for tax return reading technology

August 8, 2016

Accounting Today - Accounting Ranks as Most Profitable Industry Again

August 8, 2016

American Banker - How Tech Solved a Taxing Problem for This Texas Bank

August 5, 2016

BankNews - Sageworks Receives Patent for Tax Return Reading Technology

August 5, 2016

Bloomberg Markets - Monte Paschi Clean-Up Would Still Leave Bank in Danger Zone

August 3, 2016

Accounting Today - Sageworks Debuts Podcasts on Growing an Accounting Firm

August 2, 2016

Community Bank Insight - 3 ways bank-marketing executives should use data

August 1, 2016

Community Bank Insight - Banks should know these 5 traits of millennial business owners

July 29, 2016

The Progressive Accountant - Uncovering Client Opportunities in the Summer

July 29, 2016

Banker & Tradesman - Sageworks: One-Third Of Bankers Have Yet To Move On CECL

July 26, 2016

ABA Banking Journal - Survey: Two-Thirds of Bankers Have Begun CECL Prep

July 26, 2016

Community Bank Insight Press - Sageworks poll: One-third of bankers haven’t started preparing for new CECL standard

July 25, 2016

Credit Union Insight - Sageworks announces agenda for 2016 Risk Management Summit

July 21, 2016

Entrepreneur - You're in Trouble if You Ignore These 5 Applicant Red Flags

July 20, 2016

Credit Union Times - Member Experience Fuels Commercial Loan Portfolio Growth

July 17, 2016

Forbes - 5 Tips For Small Business Owners Looking To Get A Bank Loan

July 14, 2016

Credit Union Insight - Sageworks to integrate with leading CRM systems

July 14, 2016

BankNews - Community Banks: 4 Changes Your Business Borrowers Want You to Make

July 14, 2016

Inc. - 3 Ways to Stay on Top of Financial Risk

July 11, 2016

Credit Union Insight - 2016 Risk Management Summit keynote announced

July 11, 2016

BankNews - Where May CECL Have Largest Impact?

July 7, 2016

Accounting Today - Share Your Expertise: Why It Pays and How to Do It

July 3, 2016

Banker & Tradesman - FASB Issues Final CECL Guidance

June 30, 2016

Credit Union Insight - Sageworks poll: Where may CECL have the largest impact?

June 28, 2016

Accounting Today - Technologies for Everyday Challenges in Your Firm