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We open the playbooks of entrepreneurs and experts around the right technology for your business or clients, plus how to replicate their wins and avoid their missteps.

 The art of successful bookkeeping

Jamie Monte discusses the role of marketing in attracting more bookkeeping clients, plus how to embrace (rather than ignore) your financial statements to plan for the future.

How intentional growth leads to a sustainable business

Sean Freedman discusses how growing at an intentional pace and implementing technology to streamline processes helped his business scale effectively.

The importance of leveraging your network when building a business

Noah Maislin shares his considerations when identifying the most effective technology, plus the power of leaning on your network when researching everything from accounting firms to payment platforms.  

Choosing the right fintech solutions for your business

Tal Schwartz outlines the best fintech solutions for SMBs and the impact AI and open banking will have on Canada's financial ecosystem.

Financial foundations for start-ups

Christine Pilkington shares what she wished she learned earlier as an entrepreneur and the one thing that jump-started her business's financial growth.