Sage for Accountants in practice or in industry

Our size and experience means our software and services are trusted by over 14,000 accountants to manage their clients' businesses. You are supported by a team of 200 qualified accountants and tax specialists.

We understand Accountants' needs

We work with over 14,000 Accountants in the UK, either in practice or in industry, so we understand the issues your business faces. We support you with over 250 experts in tax, accounts production and practice software and our relationship with HMRC means our advice is insightful and up to date.

Case studies

Read the examples of how we have helped Accounts in practice and in industry help their customers.

Rosemary Bookkeeping

UK-wide franchise

Industry
Sector
Sage
Software
Accountancy Membership of the Bookkeepers’ Club

The problem

When Claire Watson-Bardot and business partner, Lisa Curteis, came up with the idea of launching a franchise firm 18 months ago, finding the right software provider and ways of helping clients to market themselves, was central to their plans. Because their franchisees would mostly be operating as single-person practices, they were also looking for software that provided the type of ongoing training and technical support that their colleagues would need.

Sage's solution

After speaking with the Sage sales team, the company decided to combine their valued accounts software with membership of the Bookkeepers' Club. As well as access to the latest updates and first-class telephone support around their software, signing up offered great marketing and networking opportunities and ten per cent discounts on any future products purchased. Claire says she and her clients have felt immediate benefits since signing up last year.

Morgan Waugh Haines Rigby LLP

Tewkesbury, Gloucestershire

Industry
Sector
No. of
Employees
Sage
Software
Accountancy 40 staff Sage Practice Solution

The problem

When Morgan Haines Rigby merged with another firm, Waugh's, they needed a software system that could cope with the varied demands of the new, expanded company.

As well as finding ways to manage their large client base, they were keen to find a product that would help streamline their working, as well as improving efficiency and cost-effectiveness.

Sage's solution

Sage Practice Solution links to the firm's existing software, including Sage 50 Accounts and Sage 50 Payroll, to create one integrated system.

This new set-up allows the firm to log working time, enter actions, update work in progress and create instant monthly invoices without the need to re-input data across different packages.

This offers real opportunities for speeding up processing and scope for passing on this improved service to their client base.

Read the full case study.

Northfield Management Services

Hertfordshire and Greater London

Industry
Sector
Sage
Software
Accounting Sage training

The problem

The changing economic climate prompted Northfield to look around for new areas of business to expand into.

The firm already offered comprehensive and specialist tax and accounting advice but they were keen to find ways to provide a more value-added service to their existing customer base – and move into an area that could provide real growth.

Sage's solution

Northfield are now developing a training arm of their business. By working more closely with Sage they have been able to offer clients software advice, installation and ongoing training in what is proving to be a lucrative partnership.

The practice’s employees now attend regular Sage Training Days and have all achieved Sage Level 3 accreditation – allowing them to offer expert help to all of their clients.

As part of this improved overall service, they are also making greater use of Client Manager – a product that allows them to run accounts on a company’s behalf. If there are problems, they can make use of its parallel working function – allowing them to troubleshoot while the client continues making transactions.

As Paul explains, "Some people will always want us to just take information and prepare the accounts for them, but increasingly we could see that clients wanted us to advise about software and then train them to use it. Working with Sage has allowed us to formalise our experience and training so that we can do that effectively.

"We are confident in the products we recommend – and our detailed knowledge of what they can do and how that can fit into an overall management plan."

Read the full case study.

Myers Clark

Watford, Herfordshire

Industry
Sector
No. of
Employees
Sage
Software
Accountancy 50 Accounts production

The problem

The company needed a product that could take care of the needs of their not-for-profit clients.

As Accountant Partner, Jill Fraser explains, "This is a big growth area for us but the process of producing accounts has traditionally been quite labour-intensive.

"Transferring huge amounts of excel spreadsheet material and turning that into accounts often meant a massive data input job. We needed a system that would take the burden from us, while guaranteeing compliance."

Sage's solution

When Sage staff arranged a site visit to help Myers Clark look at how they could work smarter, they were able to 'turn on' the charity function that was built into their existing accounts production software.

It enables staff to extract data directly and use it to produce a full set of management accounts – removing the need to re-enter or back-up large chunks of information. Its specialist functionality allows for Gift Aid Reporting and detailed Fund Management to be easily documented too.

Read the full case study.

Why choose Sage?

There are lots of reasons accountants and bookkeepers choose Sage.

Experience

14,000 accountants trust Sage software and services to support their customers needs.

Find out how to join our accountant partners.

Leadership

Over 400,000 UK businesses rely on Sage for online tax filing each year, making us the market leader.

See our range of software for accountants.

Responsive

Whether its the 2008 VAT changes or the 2010 winter weather, our offices remain open to help you deal with whatever the government or the weather throw at you.

See what support we can offer.

Supporting your customers

Through our award-winning support, SageCover, we provide business and software advice to over 1,000 customers a day.

Find out more about SageCover.

In business and need to find an accountant?

If you are in business and looking for an accountant, you can use our Accountant directory.

Find an accountant near you.

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Got questions?

Q

What training do you offer?

A We provide training, not just on our software, but also for your business. We also offer training for developers, partners and accountants.