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The Story Behind SUMtech

Like many ideas, the concept for SUMtech arose when I realized there was a blank space that needed to be filled here in New York City. I know the benefits of attending an inspiring, high-quality conference for accountants, but I don’t necessarily have the time or money to fly all over the country to attend […]

The Mother of All Strategy Questions

For the past six months, I have been delivering a workshop for Sage partners on developing business strategy within a small business. There’s nothing like teaching a subject over a sustained period of time to help clarify your thoughts. (By the way, I believe this is the case because of the number of times you […]