A Sage Guide for Accountants and Consultants

Posted by Steve Boyes on Sep 8, 2023 2:28:59 PM

 

The digital age has revolutionised the way businesses operate, but it isn’t always easy to know which type of software can be used to improve efficiency and performance. As an accountant or consultant, you may find yourself in a position where you notice your clients would benefit from upgrading their current accounting applications to something more advanced. However, you might not know what modern software to recommend.

Sage accounting software can benefit businesses of all sizes and it’s worth exploring in more detail, regardless of who your client is, the size of their business or what industry they operate in. Our teams at Envisage and Pimbrook are working together once again to provide advisory services to accountants and consultants so they can match their clients with the best Sage solutions, helping them to overcome the challenges they’re currently facing.

Below we have explored Sage software solutions in more detail and touched on the importance of choosing the right Sage partner to guide you towards the best products for your clients.

 

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7 Ways to Overcome the Cash Stock Dilemma with Sage 200

Posted by Steve Boyes on Jun 13, 2023 9:23:41 AM

Overcoming the Cash/Stock Dilemma With Sage 200

As an Award-Winning Sage Partner and expert in the field of distribution, we thought we’d share our thoughts on the cash/stock dilemma, which is something that many warehouse and distribution businesses struggle with, and this is often because they don’t have the right software to manage all the requirements they have. Critically, it’s about the left hand knowing what the right hand is doing. It’s about keeping all departments in tune with each other, so that the warning signs appear before reaching full impact.

 We’ve summarized 7 considerations for this cash/stock dilemma below. If you’d like to read more on this topic, why not download our Cash Stock Dilemma e-book and learn more about how Sage 200 can help address these critical challenges?

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Key Challenges for SMB Distributors

Posted by Steve Boyes on Jun 6, 2023 6:25:32 PM

SMB Distributors in 2023 – Challenging times

SMB distribution businesses are an essential part of the business landscape, providing an extensive range of products and services to organisations in the small and medium business (SMB) sector. Distributors are a reliable and cost-effective resource for growing businesses, helping them to reduce their costs and increase their efficiency whilst meeting the needs of their customers and delivering a reliable service.

Although they play such a key role in the success of small and medium businesses, distributors face many challenges to remain successful and competitive. Both external and internal challenges impact the day-to-day operations of SMB distributors, and being aware of these common challenges can help them to better prepare and manage their business.

Below we have explored just a few of the most common external and internal challenges SMB distributors are facing in 2023. For a more detailed review of these challenges, download our free e-book on this topic.

 

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Using Sage 200 to Overcome Common Inefficiencies

Posted by Steve Boyes on Feb 23, 2023 5:03:05 PM

Over time, it isn’t uncommon for businesses to find themselves in a situation where they’re using several different software solutions to manage everyday operations. Many will implement new software as and when their needs change, particularly during times of growth, resulting in an overly complicated and inefficient way of working.

If you have separate software solutions in place to manage things like your accounting, supply chain and customer relationships, you would likely benefit from upgrading to one all-encompassing system. However, the up-front cost of a new system can be off-putting so many will try to convince themselves that they’re coping just fine with their current software and that their inefficiencies aren’t holding them back.

The truth is, your software will have a direct impact on your ability to grow into a thriving business. Using Sage 200 to overcome common inefficiencies can transform your operations and enable you to run a faster, more connected business. Below we have listed some of the most common inefficiencies faced by small and medium-sized businesses, and looked into how Sage 200 can help you to overcome them.

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Are You Running Your Business or Is Your Business Running You?

Posted by Steve Boyes on Jan 11, 2023 9:23:18 AM

As business owners and executives, we find ourselves with an ever-increasing to-do list and just when you think you're on top of things, it grows longer again. Do we actually thrive on being busy or do we crave a little less chaos and a little more control?

If things are going well and demand is high, then it’s all hands on deck. The sales, operations, procurement and finance teams are all busy, and they will be working away to meet customer requirements. If business isn’t doing particularly well, operations may experience some “calm” time, but other teams like management, sales and marketing will be working even harder to re-imagine, re-invigorate, re-engage and work out a strategy to generate additional revenue.

With all this busyness constantly going on around you, it can be easy for important tasks to get pushed to the bottom of your ‘to-do’ list time and time again. You may find yourself spotting issues when it’s just a little too late and all of your best-made plans for the day being scrapped as you try to find solutions to whatever it is you’re up against. Being hit with several reactive situations throughout the day such as your top salesperson being poached by a competitor, an important project missing a milestone or your best customer being let down with a late shipment, can cause you to take one step forward and two steps back every day.

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Strategic Planning with Sage 200

Posted by Steve Boyes on Nov 8, 2022 12:18:04 PM

Just as the world has returned to a pre-pandemic ‘normal’, soaring inflation rates and rising interest rates have caused a huge amount of uncertainty for businesses. Navigating the current economy is proving to be very difficult and even financial experts are struggling to predict what the start of 2023 has in store. That being said, you shouldn’t leave the future of your business to chance, especially in these uncertain times, and planning ahead is highly recommended.

When you’re trying to predict the future, the right software can make things much easier for you. With the help of Sage software and ProForecast, you will be able to make strategic decisions for the future of your business. Now is the perfect time to start using Sage 200 technology to your advantage and analysing past data to assist with forecasting for 2023. Below we have explored how Sage solutions can make strategic planning quick and easy, and help you to make more data-driven decisions.

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Using Technology To Your Advantage As A Next-Gen CFO

Posted by Steve Boyes on Oct 10, 2022 4:02:30 PM

 

Being responsible for all financial affairs makes a Chief Financial Officer (CFO) one of the most important employees in an organisation. In this modern day and age, the role of a CFO is continually changing and adapting too, and more so than ever before, CFOs play an integral part in the success of small and medium-sized businesses.

 Now that technology makes data more accessible, finance teams should be using this technology to their advantage. Having real-time data available at the touch of a button makes it easier for businesses to make strategic decisions for future growth and the information provided by CFOs is a key currency for businesses. Investing in new technology and embracing this modern way of working can help next-generation CFOs to drive a business forward.

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How Sage 200 Can Support Project Accounting?

Posted by Steve Boyes on Sep 20, 2022 10:00:00 AM

Tracking Project Costs

Tracking and managing project costs is well-known for being difficult, and it’s something that businesses of all sizes struggle with. This is particularly true if businesses still use spreadsheets to track costs and they don’t have a more streamlined way of doing things. Of course, the more projects you’re dealing with, the harder it will be to keep up with costs too. Using spreadsheets has become an outdated way of working that makes things much harder for accounting teams working on business projects, especially during this time of economic uncertainty.

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Updating Your Document Management Solutions with Sage 200

Posted by Genna Sherlock on Aug 9, 2022 10:00:00 AM

Thousands of businesses still use paper documents and the amount of paper being wasted by businesses alone is having a detrimental effect on the environment. Although paper documents are the most traditional option, in this digital day and age, there are better solutions available. All organisations should be considering replacing paper documents with digital documents, especially as more pressure is being placed on them to become more sustainable, and there are several advantages to implementing digital alternatives.

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How Sage 200 Approvals Workflow Can Benefit All Organisations

Posted by Steve Boyes on Jun 30, 2022 3:54:10 PM

 

It isn’t uncommon for organisations to have external approval systems in place with spreadsheets or forms covering everyday functions such as holidays, timesheets, expenses and sales orders. These functions often aren’t integrated with core ERP systems either and this can cause several problems. Not only does the lack of integration mean these functions require manual checking and manual sign-off, but it also prevents transparency and audit trails. Of course, the duplication of effort is a waste of time and resources too.

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