Questions

Questions & Inquiries for AG AdvantEdge

Want to learn more about AG AdvantEdge and how it empowers its members to provide the accounting and business consulting services their clients need? We’ll be happy to put you in touch with the right person.

For questions relating to North American membership, please contact Susan Rhodes, VP of Human Resources & Member Relations. If you are located outside of North America, please contact Lara Joseph, VP of International Member Relations, for more information on international membership.

Domestic Inquiries:

Susan Rhodes, Vice President HR Services and Member Relations
Email Address: srhodes@allinialglobal.com
Phone Number: +1 678-227-3379

International Inquiries:

Lara Joseph, Vice President International Relations
Email Address: ljoseph@allinialglobal.com
Phone Number: +1 770-241-7966



Resources


AG AdvantEdge provides its members with a comprehensive suite of of resources designed specifically for independent accounting and consulting firms. Below is a sampling of the most popular tools and resources available to our membership.


AGTV - AGTV is the go-to spot for all things AG AdvantEdge. With quick, easy-to-understand “how to” video tutorials, it’s a perfect starting point to learn about all the tools and resources available through your membership.

Arraydian - This extensive worldwide database puts a world of accounting expertise at your fingertips, allowing you to search by location, industry expertise, and particular service area to find the best possible solutions for your clients.

Communities of Practice - We offer a variety of member-led communities that meet both virtually and in person throughout the year so you can collaborate with peers to win new business or grow specific niche or practice areas.

Dedicated Market Directors - Our strategic model features an innovative market director concept, with a full-time regional director dedicated to each geographic region to facilitate efficient connectivity and commerce among regional firms and the wider Allinial Global community.

Doing Business In - Perfect for clients who are pursuing cross-border engagements or expanding their business internationally, our digital library of customizable DBI brochures provides up-to-date information and statistics for over 190 countries for a modest per-use charge.

Ernst & Young Portal - Your AG AdvantEdge membership includes free access to the EY Client Portal, a reference library of A&A and tax information, tools, resources, and publications designed to help you work more productively and better serve your clients.

Expertise Exchange Portal - Access the best and brightest within our membership to get answers to specific, client-driven questions that may require a more involved answer or billable time—without the hassle of setting up a new client for billing.

First Research - Enjoy preferred pricing for First Research’s virtual library of industry intelligence tools, including call prep sheets and state, province, and industry profiles that help you save time and position yourself as a trusted advisor.

Gallup Q12 - Need a better way to measure and manage employee engagement? For an additional fee, you can use the Gallup Q12 metric to streamline the employee survey process and get straight to the insights you need to accelerate organizational performance and boost your bottom line.

Knowledge Connect - KnowledgeConnect is an online knowledge-sharing forum that connects you with fellow AG AdvantEdge and Allinial Global members so you can ask and answer questions, exchange resources, and interact with various niche and peer communities.

Leadership Progression Program - Designed specifically for our members and coordinated entirely in-house, our comprehensive Leadership Progression Program addresses six different levels of management training through a personalized, small-group approach that develops sustainable next-gen leadership step by step.

Marketing Tool Kit - Save time and show clients how they benefit from your membership to AG AdvantEdge with our library of turnkey marketing resources and templates, including branded web and social media content, video promotions, print ads, letterhead, and more.

ProfitCents - Your AG AdvantEdge membership provides access to Sageworks ProfitCents, a web-based suite of financial analysis software that includes a variety of benchmarking and reporting tools through an annual subscription plan.

Prolaera Learning Management System - Created specifically for accounting firms, Prolaera allows you to select and purchase educational content and tools that establish a growth mindset in your firm. Its intuitive modern design supports mobile learning and features visual dashboards that make it easy to access courses and track CPE.

Pulse Performance Development - Ready to revolutionize your annual review process? Our exclusive Pulse Performance Development program simplifies annual reviews and reduces time-consuming paperwork so you can focus on more relevant strengths-based coaching and just-in-time feedback.

RETAIN - Purchasing our RETAIN survey tool makes it easy to get feedback from staff in strategies categories like leadership, culture, and staff development so you can identify underlying issues and address them to improve communication, performance, and retention.

Strategic Relationships & Discounts - Ready to revolutionize your annual review process? Our exclusive Pulse Performance Development program simplifies annual reviews and reduces time-consuming paperwork so you can focus on more relevant strengths-based coaching and just-in-time feedback.

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