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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

July 2017
Swiftpage enters beta testing of ACT! version 20

March 2017
Swiftpage releases Act! version 19.1 (2017). Includes significant fixes to the initial release..

February 2017
Sage releases BusinessWorks 2017 service pack 2, with 2017 tax tables.

September 2016
Sage releases BusinessWorks 2017 update. See more details here.

August 2016
Swiftpage releases Act! version 18.2. We have tested Sage BusinessWorks link through version 2017 with all desktop versions of Act! through 18.2 and found no issues--even though Sage no longer supports the link.

May 2016
Swiftpage releases Act version 18.1

March 2016
Sage releases Service Pack 9 for BusinessWorks 2015

July 30, 2015
Swiftpage releases statement about the compatibility of Act! with Windows 10 and the precautions to take before upgrading to it. See it here.

July, 2015
Act! version 17.2 released by Swiftpage. This release adds important new features and fixes issues with prior versions.

April, 2015
Swiftpage announces major product restructuring--Act! to be available on-site or in the "cloud", purchase or subscription.

January, 2015
Swiftpage releases Act! verson 17.1 to beta testers. This release has feature enhancements and solutions to problems found in prior versions.

November, 2014
Sage BusinessWorks 2015 is released. There are new reports, functionality enhancements, and problem fixes from the 2013 version. See release notes.

October, 2014
Swiftpage releases ACT! version 17: with integrated emarketing, which adds automation, send as, and more; the ability to attach documents from places like DropBox, Sharepoint and Google Drive, to fully connect you to where you store your documents; enhancements to web and mobile like CSV import and attaching a photo directly from your mobile device. - See more

July, 2014
Don Joseph announces merger of our Sage accounting with Sue Dunn at MicroAccounting Solutions and our ACT! practice with Brainsell Technologies, LLC to assure support for NCG's clients.

June, 2014
Northbrook Consulting Group forms alliance with Brainsell Technologies, LLC for ACT-related products and services. More to come.

May, 2014
Swiftpage announces future vision for ACT!, including summer release of ACT! Cloud and redesigned ACT! Hosted

April, 2014
Swiftpage releases ACT! version 16.1 with new features and problem fixes. Included is ACT! e-marketing, other new features, and maintenance upgrades.

March, 2014
Swiftpage releases beta of ACT! e-marketing and announces features for release 16.1 in April, 2014.

Febuary, 2014
Swiftpage announces plans for the all-new Act! Cloud, a direct-to-market, SaaS-only offering primarily targeted at entrepreneurs and micro/small business owners.

January, 2014
Northbrook Consulting Group's merger with Sue Dunn's firm (JDI Inc.) brings the gamut of Sage solutions to our clients. We can now sell and support Sage 100, Sage 200, Sage CRM in addition to Sage BusinessWorks, Sage 50, and ACT!.

July, 2013
Sage BusinessWorks 2013 is released

April, 2013
Featured Add-on of the month: QSalesData, allows connection of ACT! and QuickBooks--true CRM capabilities at a small business price.

October, 2012
ACT! HOSTED brings ACT! to the cloud. Northbrook Consulting Group brings it to you/

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