ATTENTION CUSTOMERS
Starting April 4, you will use the Abrigo site or a product-specific URL to access your Sageworks lending, credit risk, and portfolio risk product logins. Please update your bookmarks so you are ready!
Our product support service line and product support email address will continue to function as before. Visit the Contact Us page for contact info.
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  • What is your accounting firm’s plan post-tax season?

    With spring comes the promise of warmer temperatures, irises and snapdragons, along with March Madness college basketball rivalries and the start of baseball season. While tax accountants may not be able to see the light at the end of the busy season tunnel yet, the spring is sure to come.…
  • How to transition your accounting firm from compliance mode to consultant mode

    An accountant's workload is much more than just tax preparation and number crunching. According to a 2014 IBISWorld report, financially-cognizant companies are increasingly turning to their accounting firms for advice on how to reduce inefficiencies in daily operations and eliminate unnecessary costs. Because accountants are among the most trusted business…
  • Why your accounting firm should have a retention strategy

    It is estimated that 40 percent of accounting clients are interested in new services from their accountant. Learn how you can increase your client’s awareness about your firm’s service offerings, potentially resulting in more revenue and happier clients. Download this infographic     Winning new clients is a top priority…
  • 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…
  • How one firm used ProfitCents to win a new accounting client

    Many accountants find it challenging and are not sure how to start developing an industry focus for their firm. In a recent case study, Sageworks’ client MiddletonRaines + Zapata, a growing Houston-based accounting firm, shared how they attracted and won numerous engagements by establishing an industry niche with the help…
  • 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…
  • The truth about valuations in 2014

    Low interest rates. Ample bank financing. Record capital committed to private equity funds. The highest value of private-equity backed buyout deals since 2007. These factors and others are contributing to intensifying deal competition, which means private equity firms on both sides of transactions must increasingly find an edge to win without…
  • Free CPE webinar: "Building a firm of the future"

    By the end of this decade, most accounting firms will face a change of seismic proportion – the transfer of leadership to the next generation. Firms that develop and execute strategies around their people, market insights and agility are the most likely to survive, while those that don’t will probably…
  • Most common challenges facing business valuation professionals

    The process of valuing a business combines both art and science and can be arduous. Generally speaking, a detailed, comprehensive analysis and the ability to develop accurate projections and assumptions are necessities. Business valuation also requires the application of finance theory in the appropriate places and using professional judgment. With…