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Episode 54:

The Evolution of Client Accounting and CFO Services

Edward Warren


The Upstream Leader’s Heath Alloway makes a new connection with Ed Warren from Sage Intacct to discuss the evolution of client accounting and CFO services that are resulting in rewarding personal and firm growth opportunities, all while making a significant impact on clients.

About the Guest

Edward Warren, Senior Channel Marketing Manager Vice President, Sage Intacct, Inc., is an accomplished growth executive with over 25 years of professional services sales and marketing experience. He has worked in marketing and business development roles in Top 100 and Top 200 CPA firms. Ed has also served as a fractional CGO for cloud accounting firms.

Ed has been employed by Sage, a leading provider of accounting and ERP solutions for small and medium businesses, for the past two years. He is a former board member and treasurer of the Association for Accounting Marketing (AAM). You can find Ed on social media at

Highlights / Transcript

In this episode we discuss:
  • How a personal relationship led to a meaningful career in public accounting.
  • Driving forces behind one of the fastest growing service lines in the public accounting profession.
  • The positive impact of recurring client projects that don’t add to capacity compression.
  • Filling a client void when clients lack the staff and expertise.
  • Thinking outside the box for expertise and skills to broaden the talent pool.



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