Sageworks is now Abrigo.
Sageworks, Banker's Toolbox, and MainStreet Technologies are now Abrigo - giving you a single resource for your enterprise risk management needs. As a customer of Sageworks, you will continue to get the support you've always had, as well as access to new capabilities and expertise.
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  • Coaching clients to improve their enterprise value

    By Rich Greene, CEO - Director, Clarus Advisors Most entrepreneurs I have worked with are proud of the business they built and have not been afraid to take risks to “grow the business”. However, while most do an excellent job of managing the day-to-day challenges their businesses face – they do…
  • Infographic: Closing deals with a defensible business value

    From the lack of proper documentation to a sudden change in the market, there are many reasons businesses fail to sell. One of the primary issues facing the sale of businesses is the valuation gap. A valuation gap is the difference between the owners perceived value and the actual market…
  • Why is it so difficult for clients to discuss exit planning?

    By John F. Dini, CMBA, CExP, President, MPN Incorporated Understanding the Post-Ownership Void As advisors, we understand that our business clients should be preparing for the biggest financial event of their lives – the sale of their business. However, when we ask, “What is your plan for life after the business?,”…
  • Expected accounting trends in 2018

    As technology continues to evolve, 2018 likely holds new trends and improvements for which to prepare your firm. In order to stay competitive in today’s marketplace, keeping up with new technologies is vital for maintaining relevance. Shown below are 4 trends to expect in 2018: Further Evolution of Technology Though…
  • Client attraction: What to do in-house and what to outsource

    By Salim Omar, CPA, President, CPA Marketing Genius, LLC Many CPA’s that I talk to get overwhelmed and disillusioned by their marketing efforts. To be honest, prospects are feeling the same way. Most internet users report suffering from “information overload.” So where does that leave us? We do not want our…
  • Cash management 101: Controlling & forecasting cash flows

    By Rich Greene, CEO - Director, Clarus Advisors Cash Management by definition is the process of maximizing cash flow and minimizing unproductive cash balances. Speedier collection of receivables and diligent disbursement of trade payables definitively creates more free cash for the company. However, without understanding the cash and liquidity requirements of…
  • Infographic: 4 Reasons to leverage technology in your accounting firm

    Consultant Doug Sleeter, an Accounting Hall of Fame member, pointed out in 2014 that, “small and medium-sized businesses no longer simply require tax and compliance-related services. They need – and want – advisory services.” At this point it is no secret – businesses want their accountant to help their business…
  • Cash management 101: 3 Ways to control payables and increase cash

    By Rich Greene, CEO - Director, Clarus Advisors We have seen that managing collections can dramatically increase cash flow. The same is equally true when managing your payables. While we look to speed our collections, we must carefully manage the payable process so as not to disrupt or jeopardize your vendor…
  • There is no "I" in success

    By Salim Omar, CPA, President, CPA Marketing Genius, LLC There is no ‘I’ in ‘success’ but there is one in inspire, integrate and initiate. The day-to-day routine of coming to the office, typing away at the computer and eating the same chicken salad for lunch can become monotonous. This monotony can…
  • When CPAs need to justify pricing for advisory services

    By Bryce Sanders, President, Perceptive Business Solutions Inc. Ideal clients have complicated tax situations, but not enough time.  You help them, and they recognize your value.  Knowing that your client’s biggest asset is often their business, wealth management as a service offers the ability to cross sell to your clients. Yet,…
  • Ready, set, grow your CPA practice

    By Salim Omar, CPA, President, CPA Marketing Genius, LLC A garden will only be as abundant as the nutrients that it receives. This is a similar ideology I hold in growing my practice. The nutrients for growing a practice are finding innovative ways to market services, appeal to existing clients and…
  • New guide focuses on improving cash flow to grow the business

    Small businesses in the U.S. face cash flow challenges on a monthly basis, but are business owners and their advisors asking the right questions and addressing the critical areas to change course?  Recent research by JPMorgan Chase Institute showed that the median small business has an average of only $7…
  • Win new valuation engagements by asking business owners these 4 questions

    If the thought of finding your next valuation client causes a jump in your blood pressure, you’re not alone.  Attracting new clients is a common challenge for valuation professionals. Unlike traditional accounting services (such as tax preparation and audits) that some clients need each year, valuations are often performed to…
  • Writing a business valuation report clients will want to read

    Americans spend a lot of time each year planning how to grow their retirement savings in 401(k) plans or other investments. But business owners, who typically have more than half of their net worth tied up in their businesses, may not devote a similar level of attention to ensuring their…
  • 8 fundamentals for increasing the value of your client's business

    As a business owner it is easy to get stuck in the weeds. The day-to-day commitments that a business deals with can prevent owners from thinking about the big picture. This reality is what hinders many companies from developing long-term plans for how to grow the value of their business.…
  • How to market business valuation services

    Continuing to grow the business valuation practice is an ongoing concern for many practitioners. The one-and-done nature of many types of valuations means that repeat business with the same client isn’t as common as it is for some other professional services, so feeding the pipeline is a continuous process. In…
  • 3 Steps to becoming the Steve Jobs of accounting

    Steve Jobs. Sergey Brin. Mark Zuckerberg. Each of these individuals, and their companies, are celebrated as changing the face of the technology. They all followed a similar path to success: excelling at one thing and developing that specialty. Jobs knew gadgets, which led to the Mac, the iPod, and the…
  • What are the best cities for accounting pros?

    Are you considering expanding your firm to a new location, or perhaps looking at recruiting outside of your immediate geographic location? Maybe an accountant looking to change jobs? Accounting Today recently highlighted 10 cities that are growing for CPAs and accountants, according to a list from Accounting Principals, a nationwide…
  • How to retain “A” clients

    In an economic climate where so many decisions come down to dollars and cents – particularly for small businesses – it is important for accountants to illustrate your worth. Perhaps surprisingly, then, more often than not, a client’s decision to leave their current CPA or accounting firm comes not from…
  • How accountants get new clients by using ProfitCents

    "On what page can I find the fee?"Accountants often get this question as they meet with prospects to present a service proposal, and unfortunately, sometimes they get it soon after handing the prospect the proposal. The fierce competition in accounting these days has pressured some accounting firms to compete on…
  • Top 2013 accounting posts, webinars and whitepapers from Sageworks

    In 2013, accountants have worked hard to bolster their skills and lead their accounting firms to a prosperous year. In addition to logging countless hours on client services, many accountants have read thought-leadership pieces and attended educational webinars to improve their firms. Sageworks compiled a list of the most popular…