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Ethics Code

Institute of Management Consultants logoOur principals are members of the Institute of Management Consultants (IMC), part of an international organization for the certification of consultants. We strictly adhere to the IMC's Code of Ethics.

IMC members and CMC's pledge in writing to abide by the Institute's Code of Ethics.Their adherence to the Code signifies voluntary assumption of self-discipline above and beyond the requirements of law. Key provisions of the Code require that IMC members and CMC's:

  • Certified Management ConsultantSafeguard confidential information.
  • Render impartial, independent advice.
  • Accept only those client engagements they are qualified to perform.
  • Agree with the client in advance on the basis for professional charges.
  • Develop realistic and practical solutions to client problems.

The Institute enforces the Code by receiving and investigating complaints of violations and by taking disciplinary action, including revocation of certification against any member who is found guilty of Code violation.

Clients

  • We will serve our clients with integrity, competence, and objectivity.
  • We will keep client information and records of client engagements confidential and will use proprietary client information only with the client's permission.
  • We will not take advantage of confidential client information for ourselves or our firms.
  • We will not allow conflicts of interest which provide a competitive advantage to one client through our use of confidential information from another client who is a direct competitor without that competitor's permission.

Engagements

  • We will accept only engagements for which we are qualified by our experience and competence.
  • We will assign staff to client engagements in accord with their experience, knowledge, and expertise.
  • We will immediately acknowledge any influences on our objectivity to our clients and will offer to withdraw from a consulting engagement when our objectivity or integrity may be impaired.

Fees

  • We will agree independently and in advance on the basis for our fees and expenses that are reasonable, legitimate, and commensurate with the services we deliver and the responsibility we accept.
  • We will disclose to our clients in advance any fees or commissions that we will receive for equipment, supplies or services we recommend to our clients.

Profession

  • We will respect the intellectual property rights of our clients, other consulting firms, and sole practitioners and will not use proprietary information or methodologies without permission.
  • We will not advertise our services in a deceptive manner and will not misrepresent the consulting profession, consulting firms, or sole practitioners.
  • We will report violations of this Code of Ethics.

 

Setting the Standard for Excellence and Ethics in Consulting

Certified Management Consultant Sage Certified Conusultant  Sage ACT Certified Consultant  Sage Peachtree Certified Consultant Logos

What's New

February, 2012
Sage Peachtree 2013 begins beta testing. Sage Peachtree is being renamed Sage 50 with the launch of the 2013 release.

January 13, 2012
Hotfix 1 for Service Pack 1 of Sage ACT! 2012 is released for download. The hotfix must be applied after the Service Pack. Contact us or the Sage ACT! Download Center for more information.

January 2012
Service Pack 8 for Sage BusinessWorks 2011 is released. It supercedes Service Pack 7, because it contains tax table changes implemented in last week of December. Download

December 2011
Service Pack 6 for Sage BusinessWorks 2011 (containing year-end payroll forms) is released.

Service Pack 1 for Sage ACT! 2012 is released.

Sage BusinessWorks 2012 begins Alpha testing. Integrated Credit Card Processing is major new feature

November 2011
Don Joseph receives certification as ACT! Premier Trainer and Sage BusinessWorks Certified Consultant.

Don Joseph leads Outbound Internet Marketing discussion for Chicago North Shore area club of Institute of Management Consultants USA.

October 2011
Don Joseph attends Perfecting ACT!, with other Certified Consultants, Sage Management, Support, and Engineering to maximize the value of Sage ACT! to our clients.

September 1, 2011
Sage ACT! 2012 is released! Contact us now to see exciting new features: Work seamlessly with Google® Apps; Universal Search (database and attachments); Virtually anywhere access with Sage ACT! Connect.

June 2011
Illinois Civil Unions law takes effect. Payroll users need to adjust systems accordingly. Affected employees are Single for Federal Taxes and Married for Illinois.

April 2011
Sage Peachtree 2012 new and improved features announced.

Don Joseph leads Nurture Marketing for Prospects and Inactive Clients demonstrating simple, inexpensive tools to automate drip marketing for Chicago North ABC of Institute of Management Consultants USA.

November 2010
Sage announces three Sage Business Care for ACT! plans to protect your business-critical investment.

October 2010
Password recovery offered for Sage ACT! and Sage Peachtree clients by Northbrook Consulting Group,

Northbrook Consulting Group has first-ever installation Sage KnowledgeSync Business Activity Montoring software with Sage BusinessWorks client to insure response to key business events.

May 2009
Don Joseph presents "Everything You Ever Wanted to Know About the ACT / Sage BusinessWorks Link and More" to Sage Partners as part of annual Sage Insights 2009 in Nashville