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.
From Accountant to Owner: What to know when starting your own firm
Ryan Lazanis shares why strategic pricing is key to accounting firms' success and why time saved should be your #1 consideration when onboarding new technology.
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Determining if technology is worth the investment
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Using the three-tier pricing methodology to close better deals
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Common reasons accounting firms struggle
The opportunities for Canadian entrepreneurs
Tim Lynn and Jonah Tetz discuss the importance of access to community and capital when running a startup and how they're working to strengthen the local investment ecosystem.
How your community increases your luck
Is venture capital right for your business?
How to manage venture capital smartly
How streamlining payments transformed investor experience
Technology and services: The right mix to attract bookkeeping clients
Omar Visram explains how tech-driven bookkeeping helps firms save time and enables better client service.
The biggest bookkeeping mistakes nonprofits make
Embrace tech-driven bookkeeping to avoid falling behind
Two keys to tech-enabled payment operations
The art of successful bookkeeping
Jami 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 to attract more bookkeeping clients
The art of a good chart (of accounts)
Why ignoring your finances could make them worse
Using cash flow forecasting to avoid financial issues
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.
What’s the right pace to grow your business?
The importance of investing in the right partners
Alternatives to traditional check payments
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.
Identifying the right accounting partner
Having a financial “in case of emergency” plan
What to consider when shopping for business technology
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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.
How AI and automation will disrupt accounting
The fintech tools your small business needs
What does open banking mean for Canadian SMBs?
Predictions for the Canadian financial sector
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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.
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Ironing out start-up payment processes
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Mastering entrepreneurship
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Why start-ups should confront their finances head-on
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