Best Practices for Retaining Business Records

Throughout the year, businesses undertake great strides for retaining business records in anticipation of annual tax filing and the possibility of a CRA audit. But once the yearly filing is done, what do you do with those records? Leave them taking up space on your shelf? Perhaps it feels like that’s what you’re doing, but […]

read more

15 Life Changing Tips for Entrepreneurs

There are some key tips for entrepreneurs that should not be overlooked. As an entrepreneur, you’ve had the vision, initiative and energy to launch and roll out your company. But how do you make it grow? Follow these 15 life-changing tips for entrepreneurs to help you scale your organization so that it grows, thrives and […]

read more

5 Modern Business Risks You Cannot Afford to Overlook

All businesses manage risk. Risk management plans have traditionally focused on a company’s financial, operational or logistical activities. But today’s businesses face new challenges that are changing the way we think about risk. Driven by communications technology, information management and social media, these modern business risks can impact a company’s productivity, profitability and reputation. Here are […]

read more

Essential Accounting Tips for Your Growing Business

In the early stages of your business growth, you are focused on perfecting your product or service, finding clients and making sales. Indeed, those can be the exciting part of being a business owner. But what about accounting or managing your financials? For most businesses working through the early stages of growth, accounting can be […]

read more

Next Year’s Budget Planning – 5 Strategic Considerations

At this time of year, companies from all sectors and of all sizes are preparing to tackle their annual budget planning process. The budget planning process — the yearly exercise where business units submit their numbers to the CFO to establish next year’s budget – has become a routine function within many organizations. The process […]

read more

Heading South for the Winter? 6 Financial Tips for Snowbirds

People’s need for financial assistance does not necessarily end when they reach retirement; people who ‘winter’ in the sunnier parts of the United States can benefit from the financial tips for snowbirds offered in this blog. Of course, snowbirds have many financial concerns: Income taxes Real estate purchases Health insurance Our experience can help guide […]

read more