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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.

Jul 2, 2020

BJ O’Reilly has worked with Sage software solutions for over 25 years. He began as a Sage 100 consultant and launched Information Systems Management (ISM) in 2001. He served as the President and Principal at ISM for 17 years, until the company merged with SWK Technologies, Inc. in 2018. BJ now serves as Chief...


Jun 2, 2020

Trevor McCandless formed Fusion CPA because of the meeting of his career in tax planning and compliance for small “closely-held” businesses and their owners combined with his passion for building successful companies. He believes that hard-working, persistent entrepreneurs, armed with a solid financial foundation &...


May 19, 2020

Iris Yen is the Head of Business Operations at TravelBank, an award-winning, all-in-one expense and travel solution for small and medium businesses.  She has 15 years of experience in strategy consulting, product marketing, and business operations across multiple industries.  As a former McKinsey consultant, Iris has a...


Apr 21, 2020

Peter Wolf is the president and founder of Azamba Consulting Group. He has spent the last 20 years focused on helping small and medium-sized businesses become more profitable through effective and efficient usage of CRM. Peter’s passion is blending the promise of CRM with the realities of business needs to...


Feb 27, 2020

Scott Peterson was the first executive director of the Streamlined Sales Tax Governing Board. For seven years, Scott acted as the chief operating officer of an organization devoted to making sales tax simpler and more uniform for the benefit of business. Scott also spent 10 years as director of the South Dakota Sales...