In this issue. . . News and notes Forward thinking: Advise your clients on registering to pay an employee in a new state Sage One: Start with one and make accounting easier for your clients Sage 50 support tip: Make the year-end process a merrier one Mid-market : Do you have clients that have outgrown their basic accounting solution? Education: “Tax Break Tuesday” and “$5 Friday” LEAP webcasts coming in January Share this! Missed a newsletter? News and notes What’s going on with Sage Accountant Solutions? There’s always something, so along with all of the great information you can find in this month’s Partner Pulse, here are a few other announcements we wanted to make you aware of: Gear up for Sage Summit 2015: Last year, Sage Summit was the place for small and midsized businesses to go to get the insights to move their businesses forward. Sage Summit 2015 is already shaping up to surpass last year’s success, and we want to see you there! Read more Get ready to capture and create value for your clients: View a complimentary recording of the Google Hangout with Sage Senior Director of Partner Development and Strategy Ed Kless and learn why implementing value pricing is a must for any accounting professional. Watch the recorded Google Hangout Forward thinking Advise your clients on registering to pay an employee in a new state As your firm expands and you bring on more and more clients whose businesses continue to grow, it’s important to make sure that they comply with local and state regulations that affect them as employers. If you have a client that plans to launch operations in a new state, chances are that your client will be required to register as an employer. Depending on state laws and the amount of business your client conducts in the new state, your client may be required to withhold state taxes from payroll checks and contribute to the state’s unemployment and/or disability insurance fund. This is where providing the right guidance and advice to your clients becomes so critical. Read more Sage One Start with one and make accounting easier for your clients Join the challenge. Sign up for Sage One Accountant Edition, invite your first client, and take advantage of the freedom and flexibility Sage One offers. If you haven’t already signed up for Sage One Accountant Edition, it’s available at no cost to accounting professionals,1 so sign up today and become a more valued business advisor for your clients. Check out the Sage One Accountant Edition home page for information on the solution, including all the benefits it gives to both you and your clients. Then, once you’re signed up, it’s time to take the challenge! That’s right, we challenge you to start with just one client. The question is, which client? Finding the right client is important, so what better way to learn how to find your first Sage One client than from another accounting professional who’s done it herself! Watch this recorded webcast, where Sage One Accountant Edition user Jaime Rein tells you how she got started in Sage One, how she found her first client, and how she talked to her clients about Sage One. Watch the recorded webcast now Sage 50 support tip Make the year-end process a merrier one. With January quickly approaching, it is now the time of year when many companies choose to close their books. While this process can be daunting, the Sage 50—U.S. Edition year-end center is here to help. The year-end center contains resources and videos as well as helpful tips for everything from processing payroll and tax forms to product installation and upgrade assistance. Visit the Sage 50—U.S. Edition year-end center for all of your year-end questions or concerns. Here are a few tips to help make the year-end process a successful one: There is no need to wait until January 1, 2015, to run the year-end wizard and close out your 2014 year. Running the year-end close process early can save you valuable time later. Proper reporting is essential for any bookkeeper or accountant. Print the following reports at the end of each month/year: G/L Trial Balance Report Income Statement Balance Sheet Account Reconciliation Report Aged Payables Report (in summary format) Aged Receivables Report (in summary format) Payroll Register Report (in summary format) As we all know, this is the busiest time of year for any bookkeeper or accountant. As a Sage Accountants Network member (for Sage 50), you have access to a number of support resources outside of phone support. Be sure to take advantage of our live support chat, knowledgebase , and community of Sage 50 experts . Mid-market Do you have clients that have outgrown their basic accounting solution? Want to be able to recommend the best solution for those clients? Many of your clients need more from an accounting solution. They need to be able to work from anywhere and at any time. You need to be able to recommend a comprehensive, cloud-based business management solution to help your clients reduce operational costs, increase profitability, and maintain cash flow. You need to know Sage 300 Online. Sage 300 Online is a powerful, scalable, cloud-based business management solution that brings Enterprise Resource Planning (ERP) features and functionality to any size business: Accounting and finance Business intelligence and reporting Sales management Inventory management and warehousing Purchasing and supplier management Register to learn more about Sage 300 Online in an informative live webcast that includes a live Q&A. www.sage300online.com/accountantsolutions Sage ERP X3 Business Advisor Program As an accountant, you’ve worked many years to build a trusted relationship with your clients. However, sometimes businesses grow, and their needs change—and those valued clients need to look at replacement software. The Sage ERP X3 Business Advisor Program allows you to continue to leverage your knowledge of their business as a trusted advisor—guiding them to a new solution and helping them transform their business. The Sage ERP X3 Business Advisor Program is a no-cost program that allows unprecedented access to our courses and online training. How to get started Fill out the Sage ERP X3 Business Advisor Program application, or if you are an existing reselling partner, you can access all the program materials and application on Sage Sell. If you have questions regarding the program, please contact: PSRIrvine@sage.com . Stopping the paper chase for your construction clients Many of your construction clients are fed up with the inefficient paper chase they deal with every day. Purchase orders, invoices, change order requests, daily reports, and many other documents can be difficult to track as they are routed between a contractor’s main office and the job site. To change this, your clients are looking for ways to electronically store, retrieve, and route paperless documents. Sage can help with the recent announcement of Sage Paperless Construction. Read more about how this new Sage product can help your clients centralize vital business content in one secure location, efficiently route and track documents, and make it easy to find documents associated with an invoice, vendor, job, or other criteria. Please contact us at 1-866-535-7243 if you have any questions. Education “Tax Break Tuesday” and “$5 Friday” LEAP webcasts coming in January Keep an eye out this tax season for some amazingly informative webcasts from the Leadership Education for Accounting Professional (LEAP) program: Tax Break Tuesday webcasts. You deserve a break. Take a breather from your grueling tax work with a complimentary one-hour webcast every Tuesday between January and the end of the tax season. These thought-provoking sessions will give you a fresh perspective on new ways to add more value to your client relationships beyond tax and compliance to the insights and guidance your clients are asking for. $5 Friday webcasts. As you wind down your workweek, spend a little time optimizing your knowledge and skills in a one-hour webcast for only $5. These webcasts will explore new technologies, new trends, and new client expectations to help you uncover business growth strategies for your firm and your clients. Check out http://na.sage.com/leap for more information Share this! Is the weather outside frightful? With #SageOne, you can work from anywhere, so let it snow! http://www.sageone.com Upcoming events Sage 300 Online live demo—cloud-based business management solution —December 18 Meet Sage One Accountant Edition (webcast) —throughout December Leadership education , December-January Winning Is Everything (WIE) Conference 2015 Las Vegas, NV—January 28-30 2015 Northeast CPE Educational Conference Fort Myers, FL—February 8-10 Missed a newsletter? November 2014 October 2014 September 2014 August 2014 July 2014 June 2014 Questions? Contact us at AccountantsNetwork@Sage.com or 1-866-565-2726. 1 For qualified professionals only. To receive and maintain access to Sage One Accountant Edition, you must be an accountant or bookkeeper providing professional accounting or bookkeeping services for multiple fee‐paying clients. If at any time Sage determines that you are no longer eligible, your access will be terminated. 2 Please be aware that certain rules and regulations of professional conduct or ethical guidelines prohibit accountants from receiving commissions for referrals. You, and not Sage, are solely responsible for determining whether any such prohibitions apply to you.