Technology is advancing rapidly, and with it, expectations about what we can do with digital tools also evolve. Today’s business leaders want real-time insights and anywhere-anytime accessibility. They rely on their financial services partners as their trusted advisors to help businesses look forward. You can help your customers grow, and grow your own practice, by equipping them with the best tool for the job. 

Sage Intacct is the only financial software that is preferred by the AICPA. Out of the box, it has all of the tools you need to help your clients move towards powerful and intelligent financials, including automation, mobile accessibility and graphic real-time reports. At the same time, you can set yourself apart as a leader in today’s competitive marketplace, one who thinks beyond the numbers.

 

In this webinar, you will:

  • Dive into prevalent trends and ongoing challenges you and your clients are facing today;
  • Learn the signs that your clients have outgrown their accounting system;
  • Understand how you can grow your business to include consultancy, extend your service offerings and growing your client base
  • Find out how cloud accounting can help get you there

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Panelists

Shawn Ostheimer,
Founder & President, The Answer Company Shawn Ostheimer is the founder and president of The Answer Company. Beginning in 1994, Shawn has spearheaded the company’s growth to become the largest Sage provider in Western Canada. With a Masters in Business Administration and over 30 years of implementing financial and management software systems, Shawn has contributed to every facet of improving clients’ businesses. His experience includes business analysis, system design/analysis, training, implementation, data conversion, software installation, customer support and project management. Shawn is a leader and guest speaker for the enterprise software industry, focusing lectures on business processes, accounting, and the role software solutions play in attaining organizational objectives.

Rachel Fisch,
Global Growth Leader, Accounting + Technology Industry Expert

Rachel Fisch is an established community builder and expert in the Accounting & Technology industry. She is currently working as a Chief Global Development Officer at High Rock Accounting. Prior to this, Rachel led the Accountants Group for Sage and has over 20 years of experience in roles from Self-Employed Bookkeeper to National Leader at Deloitte. She is in demand as a dynamic speaker and thought leader from local to international conferences and events. Rachel is passionate about supporting the bookkeeping and accounting community through her own experience and expertise. She continues to be an advocate of the highest level for cloud-based accounting and the app ecosystem, helping bookkeepers and accountants build their firms by creating seamless workflow solutions for clients of all sizes across Canada.

Dive Deeper into How To Grow Your Accountancy