Emily, Doug, and Matt reflect on the transformative changes that shaped the accounting industry in 2024, from the surge in M&A activity to the evolving role of AI in firms of all sizes. They discuss Sage's rebranding of their flagship conference from "Transform" to "Future" and what it signals about the company's strategic direction. The conversation explores current industry challenges around staffing, compensation, and maintaining company culture, while offering insights into what firms should expect in 2025 and beyond.

• (00:00) - Welcome to The Unofficial Sage Intacct Podcast
• (01:11) - Reflecting on 2024: A Transformative Year
• (03:44) - Personal and Professional Growth
• (06:58) - Generational Perspectives and Personal Anecdotes
• (09:04) - Sage Transform to Sage Future: What's Changing?
• (13:42) - Industry Trends and M&A Strategies
• (19:45) - Industry-Wide Staffing Challenges
• (21:18) - Navigating Economic Cycles
• (22:23) - Maintaining Company Culture
• (23:27) - Sales Pipeline Insights
• (24:20) - M&A Trends and Firm Valuations
• (28:31) - The Role of AI in Accounting
• (36:48) - Upcoming Events and Podcast Goals
• (39:54) - Closing Remarks and Dad Jokes

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We dive deep into the world of Sage Intacct's marketplace partners, exploring how these integrations and add-ons enhance the core platform's capabilities. From understanding the crucial differences between Marketplace Partners (MPPs) and Integrated Software Vendors (ISVs) to discovering niche solutions like utility billing software, we break down what organizations should consider when selecting partner solutions. The conversation also highlights valuable community resources like Partner Office Hours and the Sage Intacct Community, offering listeners practical insights for maximizing their Sage Intacct implementation.

• (00:00) - Welcome to The Unofficial Sage Intacct Podcast
• (00:15) - Matt Launched His New Brand
• (04:10) - Understanding Sage Intacct Marketplace Partners
• (16:43) - Exploring Niche Marketplace Partners
• (22:37) - Partner Office Hours and Community Resources
• (33:39) - Closing Remarks and Dad Joke

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Matt, Doug, and Emily dive into real G2 Crowd reviews of Sage Intacct, analyzing feedback from delighted champions to frustrated critics. They unpack common implementation challenges, explore the critical importance of partner selection, and share insights on what makes ERP projects succeed or stumble. The conversation highlights how proper expectation setting and clear communication can make or break a software implementation, regardless of the underlying technology.

• (00:00) - Welcome to The Unofficial Sage Intacct Podcast
• (00:51) - Corrections from Previous Episode
• (05:22) - Discussing Sage Intacct Reviews
• (08:22) - First Five-Star Review: Courtney D.
• (16:01) - Second Five-Star Review: Randy
• (24:47) - Middle of the Road Review: Christina
• (26:44) - Comparing QuickBooks and Sage Intacct
• (30:05) - Emily's Take on Implementation Challenges
• (34:51) - Lexi's Middle-of-the-Road Review
• (39:08) - Melody's One-Star Review
• (48:48) - Unknown Name's Detailed Critique
• (53:11) - Final Thoughts and Takeaways
• (55:46) - Closing Remarks and Dad Jokes

Download the Earmark App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app