The  Blog

I still remember the first time a controller told me they had “a handle” on their Accounts Payable process — only to realize their “system” was a patchwork of spreadsheets, shared drives, and long ema...

As of April 22, 2025, the Canada Revenue Agency (CRA) reported that approximately 12 million Canadians received tax refunds for the 2023 tax year. This figure represents about 58.6% of the 20.5 millio...

As a CPA who specializes in implementing financial systems for high-growth businesses, I’ve seen my fair share of “we’ll figure it out later” tech setups. But one recent project stood out—not because ...

There’s a lot of focus on what to file and how to do it, but let’s start with the why. Why should you file your taxes—other than avoiding a last-minute scramble next month?

1️⃣ It’s the law.

If you live...

Originally posted on Forbes: https://www.forbes.com/councils/forbescoachescouncil/2025/03/18/turn-your-passion-into-profession-the-power-of-a-career-pivot/

“You don’t know people, you’ve never done t...

As the year comes to an end, it’s a perfect time to review your financial decisions and make strategic moves to enhance your financial wellness. For Gen Z and women—groups with unique financial landsc...

I had the chance to interview Reality TV star & Entrepreneur Bethenny Frankel this year. She did not disappoint with her wisdom and sharp, and direct advice.

Bethenny Frankel, renowned entrepreneur a...

Financial stress can impact mental health in a detrimental way, including by causing or worsening anxiety. Studies show this is the case when financial stress is objective, such as when finances are s...

Where Inspiration Comes From

One of the bigger sources of inspiration for me to determine and guide what I want to build within my business is by listening to the stories that others are sharing.

Picking the right vendors can really boost your business. On the flip side, bad vendors who overcharge or don’t deliver can hurt your growth and profits. So how do you make sure your vendor partnershi...

Ever wondered what sets achievers apart? It's not just intelligence or luck—it's the unique blend of passion, perseverance, and determination.

There is no magic formula to have us reach every single ...

Many Canadians don't follow the tabling of the Federal Budget closely, but really should.

Sharing a high-level summary of some of the key changes that may impact a larger base of Canadians.

I like t...