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The Sage Advice Podcast is dedicated to the possibility that entrepreneurs continue the work of creation. We celebrate them by allowing them to tell their stories and share their knowledge with others. In doing so we energize the success of businesses around the world through the imagination of our people and the power of technology.

Dec 5, 2019

Over 30 years experience in the accounting industry. Speaker and accounting practice advisor, discussing accounting industry trends and providing coaching on sales and marketing. Lived in Australia, USA, UK, China and now a Digital Nomad.


Dec 4, 2019

This is part of a continuing series in which Rachel Fisch and Ed Kless have a conversation about the accounting profession. In this episode, Ed wanted to share his thoughts (<rant>) about how continuing professional "education" misses the mark by being more about time with one's butt in a chair rather than testing...


Dec 3, 2019

Akshay Gupta is the CoFounder and Executive Partner at Copatient. Accomplished at defining and driving business and product strategy, marketing and business development activity, he has successfully launched and led several successful business ventures. He is currently working to drive accelerated growth at two...


Dec 2, 2019

David Leary is an innovative and influential force in the small business accounting world. With over 22 years of QuickBooks experience, David has provided many small businesses, accountants, and developers with technical tools, deep industry knowledge, strategy, and solutions. His business sense, vast...


Dec 1, 2019

Debbie Bloyd has been helping clients over the last 20 years with their investments, mortgages and insurance needs. She is CEO of DLB Mortgage Services and helps create wealth and peace of mind for her clients across the country.  As a radio host on her show for over a decade, Money Strategies with Debbie, she hands out...