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Sage sageview

PROVIDING ADVISORY SERVICES WITH SAGE VIEW

Cost Free
Presentation Length 1.5 hours

Recorded DateSeptember 23, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaPractice Management (Management Advisory Services)
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

You have decided to provide analytics as an advisory service to your customers but don't know where to start. In this session we will review the essential steps to successfully incorporate advisory services into your portfolio.

We will also discuss how Sage View helps CPAs and accountants better support their clients.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Gary Olynik CPA, CMA

Sage
Accountant Advocate, Sage Accountant Solutions
[email protected]
289-952-3670

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Gary Olynik, CPA, CMA, is an experienced educator and business consultant in emerging issues and practices affecting the accounting profession. Gary has acquired over 30 years of experience as a senior financial professional working in profit oriented organizations to maximize their profitability. He has consulted with small to medium businesses to maximize their performance, set and achieve financial goals. As an educator, he has instructed at the college level and as a moderator for professional programs.

About Our Presenter

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Our software manages accounting, ERP, HR, payroll, payments, assets, construction, and real estate. Our solutions travel with you or stay where you want us—in the cloud, on-premises, or both—giving you the freedom to work where you want. Our customers cover a wide range of small and medium-sized businesses. We support companies out of the home, small businesses with just a few employees, and larger enterprises that distribute across North America. All of our leaders have owned or been part of a small to medium-sized business and have deep roots in technology.