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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  • Why good employees leave and what your bank can do about it

    Today, the financial industry’s talent crisis is a hot topic as community financial institutions around the world struggle to retain and attain employees, pushing them to ask, “How long are our tenured employees sticking around?” While employee turnover is a normal part of any functioning business, a Deloitte study states…
  • 7 Policies that help CPA and consulting firms recruit for advisory services

    A national benchmarking report shows that professional staff turnover rates exceed 20 percent in 1 of every 5 accounting firms generating more than $75 million in annual revenue. With this in mind, it is no surprise that recruiting and staffing are major issues for firms trying to grow their advisory…
  • Interviewing staff candidates for your firm: Some best practices

    When looking to interview candidates to grow your accounting or valuation firm, what is your greatest concern? Is it recruiting and managing the process? Facilitating a flow throughout the actual interview? Follow-up or determining the right questions for the interview? If asking questions is your challenge, you are not alone.…
  • Attracting and retaining female staff

    It will come as no surprise that one of the largest concerns facing accounting firms today is staffing. For some firms, the way to solve this is by ensuring there is a greater gender balance among the staff. Although women are entering the profession in higher numbers than ever before,…
  • The power of Twitter for recruitment

    Twitter may not be the first site that comes to mind for job hunters, but the numbers don’t lie – in 2012 eight million applicants found jobs using the social media application. Using the platform for recruiting purposes is also increasingly common. A marketing firm in Dallas uses the site…
  • Attracting and retaining millennial talent

    With the inevitable retirement of baby boomers, it is critical to have plans in place for developing the future leaders of your firm. This process begins by hiring potential partners who have the potential to grow into your firm’s cash cow. How does your firm begin to identify and draw…
  • Thought starter: Top challenges accountants face and actionable ideas to solve them

    Comedian and television writer/producer Larry David has said, “I'm not a person who embraces challenges. I run from challenges. I break world records running from challenges.” Humor aside, accountants don’t have the luxury of thinking that way. While accounting was identified as the most profitable industry of the last 12…
  • Retain top female staff in your accounting firm

    Women made up a slightly larger share of partners at CPA firms last year than they did the previous year, but there’s still room for improvement, according to industry consultant Marc Rosenberg. The latest Rosenberg Survey found that 16.4 percent of partners at the nearly 400 accounting firms surveyed were female,…
  • An accounting firm's checklist for attracting and keeping talented team members

    Finding and retaining qualified staff is a top concern among accounting firms, according to the AICPA. Establishing a plan to recruit and develop staff in your firm will help you attract and keep top-notch employees. This checklist provides 4 steps you can take to win and retain talented team members.…
  • Use technology to make the most of your accounting firm’s staff

    As the Wall Street Journal recently noted, some companies in recent years have cut entry-level jobs in order to restrain costs. Other employers, including some accounting firms facing staffing challenges, expect lower-level hires to handle duties that might formerly have been performed by workers with more experience. “Everyone gets pushed…