Menu

Press Articles.

January 27, 2016

Accounting Today - How Accountants Can Conduct Consultative Client Meetings

January 26, 2016

CNBC - Small-business lending: The next fixed income frontier?

January 20, 2016

Accounting Today - Sageworks Teams with IndustryNewsletters

January 20, 2016

Accounting Web - Understanding the Need for Clarity in Business Valuation

January 18, 2016

BankNews - Vintage Analysis: Key to CECL?

January 17, 2016

Forbes - The State Of U.S. Small Businesses Entering 2016

January 15, 2016

Inc. - What Is Your Business Really Worth?

January 15, 2016

CPA Practice Advisor - Be Proactive on Succession Planning With Your Business Clients

January 14, 2016

CUES - CFO Focus: Loan-Level Data

January 6, 2016

The Huffington Post - Silicon Valley Decoded: Breaking Down the 2016 Tech IPO Market

December 30, 2015

Accounting Today - 6 Questions to Help Accountants Sell Advisory Services

December 30, 2015

CPA Trendlines - A Good Year for Small Business Clients

December 18, 2015

Accounting Today - The Role of CPAs in Helping Business Clients Succeed

December 17, 2015

FMS Perspectives - How smaller institutions should prepare for CECL

December 28, 2015

Credit Union Times - How to Prep Now for the CECL Q1 Release

December 14, 2015

CPA Practice Advisor - Make More of Your Client Meetings

December 11. 2015

Accounting Today - How to Achieve Your Firm’s Best Busy Season Ever

December 11. 2015

IndyStar - Liz Biro: In defense of tipping

December 11, 2015

BankNews - AG Banking Cover Credit Analysis Streamlined at Illinois Bank

December 10, 2015

American Banker - It's OK to Tell Creditworthy Borrowers a Loan Is a Bad Idea

December 2, 2015

Charlotte Business Journal - Average U.S. bank sees earnings increase while allowance levels fall

November 25, 2015

Inc. - The 10 Worst Industries for Starting a Business

November 20, 2015

Reuters - Dorsey's Square jumps in market debut, offering hope to tech startups

November 19, 2015

Reuters - UPDATE 3-Dorsey's Square jumps in market debut, offering hope to tech startups

November 19, 2015

Fox Business - A December Rate Hike and Your Money

November 19, 2015

Dallas Business Journal - Match Group debuts on Nasdaq after distancing itself from Tinder CEO interview

November 19, 2015

CNN Money - Square IPO pops, but only after it lowered price

November 19, 2015

San Jose Mercury News - Square sets lower IPO price ahead of its Wall Street debut

November 19, 2015

San Jose Mercury News - Square's stock soars in debut on Wall Street

November 19, 2015

Mashable - Square and Tinder limp across finish line to IPO amid awkwardness

November 13, 2015

Credit Union Times - FASB Reveals CECL Timeline

November 12, 2015

CUNA Councils - Commercial Risk Rating: A Case Study

November 10, 2015

The Huffington Post - Current Trends in Bank M&A: 2015 Outlook for M&A

November 8, 2015

Credit Union Times - CECL: A Credit Union Guide

November 6, 2015

Silicon Valley Business Journal - Square's IPO targets could be bad omen for other highly valued 'unicorns'

November 6, 2015

The Fiscal Times - Square IPO priced at 30 percent discount to last private funding

November 6, 2015

Accounting Today - Preparing to Execute Well This Tax Season

November 5, 2015

USA Today - Column: This is no zombie economy

November 4, 2015

The New York Times - Public Companies Trying to Mimic Private Firms

November 3, 2015

CUNA Councils - Is Your Credit Union Ready to Grow Member Business Lending?

November 3, 2015

Inc. - Holiday Retail Winners and Losers

November 2, 2015

Business Insider - Tory Burch is avoiding the curse that hurt Coach and Michael Kors

October 29, 2015

Inc. - The 3 Most Important Financial Terms Every Entrepreneur Must Know

October 28, 2015

New York Business Journal - Tory Burch plans to stay luxuriously private

October 27, 2015

Entrepreneur - 6 Attributes of Great Entrepreneurs

October 27, 2015

Huffington Post - These Industries Take a Long Time to Get Paid

October 26, 2015

ABA Banking Journal - Stress Testing: Feeling the Pressure?

October 23, 2015

Business Observer - Book the way to prosperity

October 20, 2015

Accounting Web - Forecasting the future at the 2020 conference

October 22, 2015

Inc. - The Most Investable Industries in the U.S.

October 22, 2015

CNBC - Got Ferrari fever? This could cool your engines

October 21, 2015

FMS Perspectives - How to Improve your ALLL Reserve Methodology

October 20, 2015

Forbes - Why Having Diversity On Your Board Matters

October 20, 2015

CPA Practice Advisor - Sageworks Launches New Tax Return Reader Feature for ProfitCents and Valuation Solution

October 20, 2015

Business Insider - Ferrari's exclusivity stems from one place

October 20, 2015

Accounting Today - Sageworks Debuts Xero Integration

October 19,2015

Accounting Today - Sageworks to Introduce Electronic Tax Return Reader

October 15, 2015

The Boston Globe - Restaurants find empowering workers leads to profits

October 15, 2015

New York Business Journal - N.Y. investors face shaky IPO scenario for First Data and Albertsons

October 14, 2015

TechCrunch - First Data Prices Its IPO At $16 Per Share, Raising $2.56 Billion

October 11, 2015

Forbes - 6 Things To Know About Buy-Sell Agreements

October 9, 2015

Credit Union Journal - FHA Loans: Is Bank Retreat an Opportunity for CUs?

October 7, 2015

Credit Union Times - Medallion Loans on Books at 122 Credit Unions

October 7, 2015

Inc. - 'Dirty Jobs' Industries on a Growth Streak

October 6. 2015

BAI Banking Strategies - Reconsidering Excel in Financial Services

October 1, 2015

WRAL TechWire - RTP's southern personality is its secret strength

September 30, 2015

Accounting Today - Managing Technological Change in the Accounting Industry

September 30, 2015

Inc. - Why Entrepreneurs Should Know About This Secret Startup Hub Down South

September 29, 2015

Orlando Business Journal - 7 things to know about today, plus how Florida ranks among best, worst states for teachers

September 28, 2015

Tampa Bay Business Journal - BofA widens its lead as the top bank in Tampa Bay, Raymond James Bank moves up in the rankings

September 23, 2015

Inc. - 10 Industries That Take the Longest to Get Paid

September 22, 2015

CPA Practice Advisor - Sageworks Enhances the Document Manager in Its Business Valuation Solution

September 20, 2015

Forbes - Oil, Gas Producers' Margins Sputter To 2%

September 18, 2015

Credit Union Times - Sageworks Automates Tax Data for Credit Unions

September 16, 2015

Omaha World Herald - Credit unions, bank add Council Bluffs locations as experts fear extinction of local branches

September 15, 2015

The Street - Apple Gets the Attention but Private Companies Are Real Economic Indicators

September 11, 2015

The Street - Bank Branches Evaporate As Mobile and Electronic Technology Blooms

September 11, 2015

Credit Union Times - Small Credit Unions Larger, but Challenges Remain

September 10, 2015

CUES - CFO Focus: 'Impaired' vs. 'Impairment'

September 9, 2015

Real Estate Weekly - Accounting, office leasing ranked among most profitable US industries

September 9, 2015

Accounting Web - Accounting Tops List of Most Profitable Industries

September 8, 2015

The Huffington Post - The Most Profitable Industries in the U.S.

September 8, 2015

Credit Union Times - Melrose Credit Union Automates Underwriting

September 6, 2015

Forbes - These industries generate the highest profit margins

September 4, 2015

Fox Business - U.S. Adds 173,000 Jobs in August Ahead of Fed Rate Decision

September 4, 2015

The Wall Street Journal - August Jobs Report: Everything You Need to Know

September 4, 2015

US News & World Report - Employers Add 173,000 Jobs as Unemployment Dips

August 31, 2015

Going Concern - Accounting News Roundup: Profitable Firms; Accounting Semantics; Bernie Sanders's Tax Plan

August 31, 2015

Huffington Post - In the Market for a New Car? Auto Loans at a 10-Year High

August 28, 2015

Accounting Today - Accounting Leads Most Profitable Industries

August 28, 2015

Politico - Morning Money - Hot read: The invincible Trump

August 26, 2015

The Small Business Expert - 5 Things Not to Stress About When Getting Started With Your New Business.

August 25, 2015

Inc. - How to Know if You're Spending Too Much (or Too Little) on Advertising

August 25, 2015

New York Business Journal - Virtu stands firm while other local IPO newbies weather storm amid downturn

August 24, 2015

New York Business Journal - A slumping stock market could cool the IPO plans for these New York-based companies

August 24, 2015

The Charlotte Observer - Belk agrees to sell the company for $3 billion to Sycamore Partners

August 24, 2015

Accounting Web - Process Key to New Hires at Your Firm

August 23, 2015

NorthJersey.com - Restaurants say staffing is a challenge

August 21, 2015

Accounting Today - Two firms share their experience with powerful analytical tools

August 21, 2015

San Francisco Business Times - Tech stocks got killed; Are we in a bear market?

August 14, 2015

Politico - Morning Money - Early look, banks overcoming low rates

August 14, 2015

Mortgage Professional America - Credit unions taking a bigger bite of originations

August 13, 2015

Credit Union Times - 8 Top Examiner Concerns

August 12, 2015

Accounting Today - Navigating Pitfalls in Analytical Procedures

August 10, 2015

Inc. - Inside the U.S. Highway Construction Boom

August 7, 2015

US News & World Report - Labor Market Plugs Along in July

August 6, 2015

MarketWatch - Planet Fitness shares tumble below IPO price in trading debut

August 6, 2015

New Hampshire Business Review - Planet Fitness IPO launch is flat

August 6, 2015

Club Industry - Planet Fitness Shares Open Below IPO Price on New York Stock Exchange

August 6, 2015

International Business Times - Dow Jones Industrial Average Drops 100 Points As Media Stocks Tumble Ahead Of US Jobs Report

August 6, 2015

Wave 3 News - The Small-Business Guide to Getting the Cash You Need

August 4, 2015

Huffington Post - What Are U.S. Bank Examiners Most Concerned About?

July 31, 2015

Business Observer - Bank on it: Branches are going bye-bye

July 28, 2015

Entrepreneur - One Bad Apple Can Ruin the Barrel

July 27, 2015

Inc. - Why a 'Startup Culture' Is Not Sustainable

July 26, 2015

The Weather Space - Ferrari files to launch IPO on NYSE

July 24, 2015

The Wall Street Journal - Survey Roundup: Deadly Cyberattack Worries

July 24, 2015

Fox Business - Why Ferrari May Be Worth $11 Billion

July 24, 2015

Accounting Today - Growing Your Firm's Financial Advisory Services

July 24, 2015

Huffington Post - Finally, Some Good News From U.S. Retailers

July 24, 2015

Credit Union Times - Consistency, Transparency Keys to Q Factors in ALLL

July 22, 2015

ABA Banking Journal - Survey: One in Three Banks Report Stress Test Pressure

July 20, 2015

American Banker - Small Banks Face Regulatory Pressure to Stress Test

July 17, 2015

Business 2 Community - 3 Ways To Get A Better Grip On Your Cash Flow

July 16, 2015

Huffington Post - What You're Facing as a Business Owner: The "Stats"

July 15, 2015

Accounting Web - Avoid Pitfalls of a Business Valuation Practice

July 7, 2015

Susan Solovic: The Small Business Expert - The ‘Shark Tank’ Judges Are Asking These Questions – So Should You

July 6, 2015

Pittsburgh Business Times - PNC No. 7 in U.S. for small business lending

July 6, 2015

SBFI - Banks are Big Lenders to Small Businesses

July 1, 2015

Land Line Magazine - At a glance: Trucking jobs and freight show uptick

June 29, 2015

NerdWallet - Trucking Speeds Ahead as Fastest-Growing Small Business Industry

June 18, 2015

Outside Magazine - It's not because Fitbit can beat Apple. It's because it doesn't have to.

June 18, 2015

Construction Dive - Construction industries dominate list of fastest-growing small businesses

June 16, 2015

Fox Business - Fitbit Goes Public Amid Lawsuits and Growing Competition

June 16, 2015

Chicago Tribune - Finding a men's clothing store for that Father's Day gift is getting harder

June 15, 2015

The Wall Street Journal - Small Business Must-Reads – Monday, June 15

June 17, 2015

Go By Truck - Trucking Tops Growth Charts

June 12, 2015

Inc. - Why 2015 Is Looking Up for U.S. Homebuilders

June 12, 2015

Inc. - The 10 Most Profitable Industries of Tomorrow

June 12, 2015

American Banker - An 'M&A Tax'? Accounting Body Split on Controversial Bank Rule

June 11. 2015

Accounting Web - What Auditors Can Learn From the ‘Rolling Stone’ Reporting Fiasco

June 9, 2015

Inc. - 10 Most Profitable Industries for Starting a Business

June 9, 2015

Huffington Post - As Summer Ramps Up, These Businesses May Too

June 8, 2015

Los Angeles Business Journal - Paying for Wage Hike: City’s Definition of Small Business Means Big Hit for Some Employers

June 8, 2015

Tampa Bay Business Journal - Credit union for Publix workers ranks among nation's healthiest

June 2, 2015

Huffington Post - More People Are Going It Alone in Business These Days

June 2, 2015

The Progressive Accountant - Effective Business Valuation Report Writing

May 27, 2015

Accounting Today - Know Your Marketing Message to Build Your Valuation Practice

May 25, 2015

CBS Moneywatch - Why small businesses aren't borrowing

May 22, 2015

American Banker - Sparring Over Shelby's Reg Reform Bill: Weekly Wrap

May 21, 2015

The Washington Post - Main Street Morning: Pentagon looks to small businesses for robotics innovation

May 20, 2015

Accounting Web - Applying Business Basics to Grow a Valuation Practice

May 18, 2015

American Banker - Sorry, Jamie Dimon: Bigger Always Means Riskier

May 15, 2015

Credit Union Times - Credit Unions Must Plan for a New Credit Loss Model

May 14, 2015

Inc - You Should Be Hiring Athletes

May 12, 2015

The Huffington Post - Who Are the Top Lenders to Small Business?

May 12, 2015

MarketWatch - Fitbit’s strong fundamentals would make it a ‘moderately priced’ IPO

May 12, 2015

California Credit Union League - CA CUs Rank High in Recent Studies

May 11, 2015

BAI Banking Strategies - Stressing Out Stress Testing for Community Banks

May 8, 2015

CB Insight - Top small biz lenders of Q1 2015

May 7, 2015

Charlotte Observer - After Bojangles’ IPO comes the challenging part: growth

May 5, 2015

Entrepreneur - Work-Life Balance Is a Myth

May 4, 2015

The Huffington Post - The Least Profitable Industries in the U.S.

April 29, 2015

The Charlotte Observer - Bojangles’ Stock Market Debut Expected Next Week

April 29, 2015

Yahoo Small Business - About That Microbrewery You Plan to Start

April 28, 2015

The Wall Street Journal - Small Business Must-Reads – Tuesday, April 28

April 27, 2015

Entrepreneur - 4 Lessons for Business Valuations

April 27, 2015

Politico - Morning Money: Good morning from L.A. — Rubio has the buzz — Big week for the Fed

April 27, 2015

Market Watch - If you want to make money, don’t open a liquor store

April 24, 2015

Inc. - 5 Ways to Work More Effectively From Home

April 22, 2015

Tampa Bay Business Journal - Why a Brandon credit union ranks among the nation's 'healthiest'

April 22, 2015

Inc. - Why Computer Design Firms Are Having a Very Good Year

April 22, 2015

Pacific Business Journal - Three Hawaii credit unions among nation’s least likely to fail, Sageworks analysis says

April 21, 2015

Crain's New York Business - Loans to small businesses jump—first time since 2010

April 21, 2015

Accounting Today - Sageworks Releases Analytical Procedures Audit Modules

April 21, 2015

Accounting Web - Three Ways Accountants Can Help Their Clients Secure Business Loans

April 17, 2015

Pittsburgh Business Times - Dollar Bank dominant as home equity lines of credit demand surges locally

April 16, 2015

U.S. News & World Report - Etsy Goes Public With Global Ambitions

April 14, 2015

Fox Business - Etsy Readies its IPO

April 14, 2015

Insurance Journal - Hot Insurance Markets for 2015

April 9, 2015

McClatchy DC - Recovery on Main Street: Small banks are lending again

April 8, 2015

Jackson Hole News & Guide - Valley’s banks are holding strong

April 7, 2015

Credit Union Times - Sageworks Kicks Off Exam Survey

April 6, 2015

CNBC - Strong dollar puts pressure on 'Made in USA' manufacturers

April 3, 2015

The Small Business Expert - The 3 Best Books For Entrepreneurs to Return To, Again and Again

April 2, 2015

Benzinga - 9 Ways Small Businesses Can Boost Profits (And 10 Ways They Can Cut Costs)

March 31, 2015

The Financial Brand - How to Leverage the Power of Relationships in Business Banking

March 31, 2015

Fox Business - GoDaddy Prices IPO at $20

March 31, 2015

SBFI Advice on Loan - Private Company Sales Roaring, According to Sageworks

March 31, 2015

Neon Tommy - A City Divided: Will The Minimum Wage Hike Make or Break L.A.?

March 31, 2015

Bloomberg Business - GoDaddy Seeking Investors as It Pursues Small Business Customers

March 31, 2015

Silicon Valley Business Journal - GoDaddy IPO this week comes at a slow time for tech offerings

March 31, 2015

Birmingham Business Jounral - Oakworth Capital Bank makes list of healthiest banks in the country

March 30, 2015

Dayton Business Journal - Ohio bank named among ‘healthiest’ in U.S.

March 30, 2015

Accounting Today - Private Companies Growing at Fast Pace

March 28, 2015

Small Biz Daily - 13 Things Entrepreneurs Need to Know

March 27, 2015

Accounting Today - Business and Marital Disputes Fuel Valuation Demand

March 26, 2015

North Carolina Association of CPAs - Firm-Wide Benefits of an Accounting Mentorship Program

March 26, 2015

Inc. - Why Business Is Booming for Day Care Businesses

March 25, 2015

Inc. - 5 Ways to Combat a Professional Defeat

March 25, 2015

Yahoo Small Business - Volume of Loans to Small Business Increases First Time Since 2010

March 25, 2015

Blue MauMau - The Biggest Banks for Small Business

March 24, 2015

Houston Business Journal - Texas' healthiest banks are not in Houston

March 24, 2015

San Antonio Business Journal - TexStar is San Antonio’s No. 1 bank in terms of loan quality

March 24, 2015

Entrepreneur - The 5 Best Pieces of Advice I've Ever Received

March 24, 2015

Boston Business Journal - 4 Mass. banks named among healthiest in country

March 23, 2015

Credit Unions Online - Drive Your Way to Low Auto Rates

March 23, 2015

Insurance Journal - Hot Markets for 2015

March 21, 2015

International Business Times - Best Credit Cards 2015: 3 Winners That Offer Lower APR, Rewards Than Gas Credit Cards

March 13, 2015

Accounting Today - Sageworks Partners with QBExpress to Provide ProfitCents

March 12, 2015

Accounting Web - Three Tips to Cross-Selling More Services to Your Tax Clients

March 12, 2015

Inc. - Why Your Startup Doesn't Need a Business Plan

March 10, 2015

CNBC - How old man winter took its toll on Main Street businesses

March 9, 2015

Indianapolis Business Journal - Nursing homes in Indiana have more money than ever

March 9, 2015

North Carolina Association of CPAs - How to Increase Revenue this Busy Season Without Adding Clients

March 4, 2015

Inc. - Why Business Is Booming For Auto Repair Entrepreneurs

March 4, 2015

San Francisco Gate - Minimum wage hike hits booming Oakland dining scene

March 3, 2015

Accounting Today - Accountants and Tax Preparers' Sales and Profits Adding Up

February 27, 2015

Inc. - The 'Shark Tank' Judges Are Asking These Questions, and So Should You

February 24, 2015

Investopedia - Top 10 Fastest Growing Industries in the United States

February 23, 2015

The Small Business Expert - 3 Rules for Choosing a Co-Founder for Your Startup

February 23, 2015

Forbes - 3 Mistakes That Can Prevent You From Selling Your Business

February 18, 2015

Accounting Web - Why Your Firm's Next Niche Should be Business Valuation

February 13, 2015

Puget Sound Business Journal - One thing you can count on at accounting firms in 2015 — change

February 11, 2015

LA Times - Businesses find creative ways to cope with minimum wage hikes

February 10, 2015

Entrepreneur - Have a Scary Box of Receipts in Your Office? This Startup Wants to Help You Quickly Organize Your Finances.