Description

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.

Sponsors
Payhawk - https://unsage.promo/payhawk

• (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?
• (15:10) - Industry Trends and M&A Strategies
• (21:13) - Industry-Wide Staffing Challenges
• (22:46) - Navigating Economic Cycles
• (23:51) - Maintaining Company Culture
• (24:55) - Sales Pipeline Insights
• (25:48) - M&A Trends and Firm Valuations
• (29:59) - The Role of AI in Accounting
• (38:16) - Upcoming Events and Podcast Goals
• (41:22) - 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