Blog

Navigating Financial Success: Expert Advice from Part-Time CFOs

Featured • 3 minute read Why Cash Flow Is the Financial Story You Can’t Afford to Miss
For many private business owners, the numbers are there: revenue is strong, operations are humming, and the books are getting closed each month. But somewhere between the reporting package and the leadership table, the insight gets lost. Cash is tight when it shouldn’t be, decisions feel reactive, and questions from […] arrow_right_alt Featured • 5 minute read Markup vs Margin: Unlocking the Secrets to Profitable Pricing Strategies
In today’s competitive business environment, the way you price your products or services can have a profound impact on profitability, cash flow, and long-term sustainability. For many private Canadian businesses, particularly those with growing complexity, pricing isn’t just a number; it’s a strategic decision. And yet, we often see even […] arrow_right_alt Featured • 4 minute read What Monsters Keep Accountants Spooked at Night?
Even the calmest, most collected accountants have their fears. Not the ghosts and goblins kind, but the real, spine-chilling creatures that haunt spreadsheets, lurk in ledgers, and show up uninvited at year-end. For Canadian private businesses, especially those with evolving complexity and lean finance teams, these financial monsters aren’t just […] arrow_right_alt Featured • 3 minute read Strategic Planning Readiness: A Pre-Planning Briefing for Executive Directors
Planning season is coming. Are you ready to lead it with clarity and confidence? Before jumping straight into vision casting and goal-setting, Executive Directors benefit from pausing to assess readiness. That was the focus of our recent webinar, Strategic Planning Readiness: A Pre-Planning Briefing for EDs, hosted by Kyle Paterson […] arrow_right_alt Featured • 4 minute read Is your business getting what it needs from the Controller role
Not all Controllers are created equal As private companies grow, financial complexity increases; but the financial function doesn’t always keep pace. It’s common to reach a point where leadership realizes: the numbers are getting harder to trust, reporting takes longer than it should, and there’s a growing sense that no […] arrow_right_alt

Accounting View all

Why Cash Flow Is the Financial Story You Can’t Afford to Miss • 3 minute read arrow_right_alt Markup vs Margin: Unlocking the Secrets to Profitable Pricing Strategies • 5 minute read arrow_right_alt Is your business getting what it needs from the Controller role • 4 minute read arrow_right_alt What If You Don’t Have a CFO (with M&A Experience) On Staff? • 4 minute read arrow_right_alt The Hidden Costs in Profitability Analysis: What You Might Be Missing • 4 minute read arrow_right_alt How Financial Statements Connect: From Income Statement Forecast to Cash Flow Forecast • 5 minute read arrow_right_alt Why Managers Need Strong Financial Insight—And How to Get It • 7 minute read arrow_right_alt Why Industry Experience Matters When Hiring a Fractional CFO or Controller • 4 minute read arrow_right_alt E-Transfer vs. EFT vs. Cheques: A Financial Showdown for Canadian Organizations • 7 minute read arrow_right_alt Enhancing Financial Management Through an Optimized Chart of Accounts • 4 minute read arrow_right_alt The Benefits of GAAP Accounting for Your Business • 5 minute read arrow_right_alt How Finance and Accounting Overlay with Porter’s Five Forces to Drive Competitive Advantage • 3 minute read arrow_right_alt The Importance of Accounting Controls • 6 minute read arrow_right_alt Controller vs CFO: Understanding the Key Differences for Your Business • 3 minute read arrow_right_alt Improving Forecasting Accuracy: Key Strategies for Businesses • 4 minute read arrow_right_alt

Financial Management View all

Why Cash Flow Is the Financial Story You Can’t Afford to Miss • 3 minute read arrow_right_alt Markup vs Margin: Unlocking the Secrets to Profitable Pricing Strategies • 5 minute read arrow_right_alt Is your business getting what it needs from the Controller role • 4 minute read arrow_right_alt What If You Don’t Have a CFO (with M&A Experience) On Staff? • 4 minute read arrow_right_alt When One Client Is Critical: How to Plan Financially Around Client Dependency • 6 minute read arrow_right_alt When a Finance Manager Takes Leave: Creating Stability for Not-for-Profits During Times of Transition • 4 minute read arrow_right_alt Seeing the Whole Picture: Why Overhead Matters in Product Profitability • 5 minute read arrow_right_alt Forecasting with Confidence for NFP Executive Directors • 4 minute read arrow_right_alt The Hidden Costs in Profitability Analysis: What You Might Be Missing • 4 minute read arrow_right_alt The Hidden Costs of Cheques: Why Your Not-for-Profit Should Go Digital • 4 minute read arrow_right_alt Webinar Recording: Managing Supply Chain and AR Risk in an Uncertain Economy • 2 minute read arrow_right_alt How Financial Statements Connect: From Income Statement Forecast to Cash Flow Forecast • 5 minute read arrow_right_alt Why Managers Need Strong Financial Insight—And How to Get It • 7 minute read arrow_right_alt Why Industry Experience Matters When Hiring a Fractional CFO or Controller • 4 minute read arrow_right_alt Navigating Tariffs and Trade Tensions: What Ontario Businesses Need to Know • 5 minute read arrow_right_alt

Leadership View all

Why Cash Flow Is the Financial Story You Can’t Afford to Miss • 3 minute read arrow_right_alt Markup vs Margin: Unlocking the Secrets to Profitable Pricing Strategies • 5 minute read arrow_right_alt Strategic Planning Readiness: A Pre-Planning Briefing for Executive Directors • 3 minute read arrow_right_alt Is your business getting what it needs from the Controller role • 4 minute read arrow_right_alt Forecasting with Confidence for NFP Executive Directors • 4 minute read arrow_right_alt You’ve Just Joined the Finance Committee, Now What? • 4 minute read arrow_right_alt How Financial Statements Connect: From Income Statement Forecast to Cash Flow Forecast • 5 minute read arrow_right_alt Why Managers Need Strong Financial Insight—And How to Get It • 7 minute read arrow_right_alt Why Industry Experience Matters When Hiring a Fractional CFO or Controller • 4 minute read arrow_right_alt Navigating Uncertainty and Chaos: A CFO’s Guide for Business Leaders • 7 minute read arrow_right_alt Self-Reflection for Organizational Leaders: Using the Quiet Season to Align and Refocus • 4 minute read arrow_right_alt Signs Your Private Business Needs a Fractional CFO • 5 minute read arrow_right_alt Navigating The CIM: A Guide for Buyers of Private Businesses in Canada • 6 minute read arrow_right_alt Maximizing Business Value with a CIM: A Guide for Sellers • 5 minute read arrow_right_alt Essential Strategies for Sustainable Growth • 4 minute read arrow_right_alt

Not-For-Profit View all

Strategic Planning Readiness: A Pre-Planning Briefing for Executive Directors • 3 minute read arrow_right_alt When a Finance Manager Takes Leave: Creating Stability for Not-for-Profits During Times of Transition • 4 minute read arrow_right_alt Forecasting with Confidence for NFP Executive Directors • 4 minute read arrow_right_alt You’ve Just Joined the Finance Committee, Now What? • 4 minute read arrow_right_alt The Hidden Costs of Cheques: Why Your Not-for-Profit Should Go Digital • 4 minute read arrow_right_alt Why Managers Need Strong Financial Insight—And How to Get It • 7 minute read arrow_right_alt Supercharging Donor Potential: Digital Innovation Strategies for Fundraising Leaders • 4 minute read arrow_right_alt Mid-Year Financial Check-Up: Key Considerations for Executive Directors of Not-for-Profit Organizations • 6 minute read arrow_right_alt Onboarding Your New Treasurer in a Not-for-Profit Board • 4 minute read arrow_right_alt Distinctions between Management Reporting and Board Reporting • 4 minute read arrow_right_alt Determining the Optimal Reserve Amount for Not-for-Profit Organizations • 4 minute read arrow_right_alt Strategies for NFP Organizations When Reserve Fund is at Risk • 4 minute read arrow_right_alt Navigating Success in a Not-For-Profit Finance Committee • 4 minute read arrow_right_alt Charting a Course for Financial Excellence: 10 New Year Resolutions for Enhancing Business Finance Operations • 5 minute read arrow_right_alt The Role of a Board Treasurer in Not-for-Profit Organizations • 7 minute read arrow_right_alt

Risk Management View all

When One Client Is Critical: How to Plan Financially Around Client Dependency • 6 minute read arrow_right_alt Forecasting with Confidence for NFP Executive Directors • 4 minute read arrow_right_alt Webinar Recording: Managing Supply Chain and AR Risk in an Uncertain Economy • 2 minute read arrow_right_alt Navigating Uncertainty and Chaos: A CFO’s Guide for Business Leaders • 7 minute read arrow_right_alt Navigating Tariffs and Trade Tensions: What Ontario Businesses Need to Know • 5 minute read arrow_right_alt A Step-by-Step Guide to Measuring and Mitigating Key Client Risk • 5 minute read arrow_right_alt E-Transfer vs. EFT vs. Cheques: A Financial Showdown for Canadian Organizations • 7 minute read arrow_right_alt Strategies for NFP Organizations When Reserve Fund is at Risk • 4 minute read arrow_right_alt The Spine-Chilling Business Chronicles: 7 Business Nightmares and How to Steer Clear • 5 minute read arrow_right_alt Top 4 Strategies for Ensuring Compliance and Regulatory Expertise in Business Expansion • 2 minute read arrow_right_alt Explore vs. Exploit Innovation Portfolios: A Comprehensive Guide • 5 minute read arrow_right_alt Mitigating Bias in Forecasting: Strategies for Accurate and Reliable Predictions • 3 minute read arrow_right_alt Unlocking Growth Potential: The Power of a Strong Finance Team in Encouraging Business Expansion • 3 minute read arrow_right_alt Factors to Consider When Injecting Cash into Your Business • 3 minute read arrow_right_alt 4 Strategies to Mitigate Key-Person Knowledge Risk • 3 minute read arrow_right_alt

Strategy View all

Why Cash Flow Is the Financial Story You Can’t Afford to Miss • 3 minute read arrow_right_alt Markup vs Margin: Unlocking the Secrets to Profitable Pricing Strategies • 5 minute read arrow_right_alt Strategic Planning Readiness: A Pre-Planning Briefing for Executive Directors • 3 minute read arrow_right_alt Is your business getting what it needs from the Controller role • 4 minute read arrow_right_alt What If You Don’t Have a CFO (with M&A Experience) On Staff? • 4 minute read arrow_right_alt When One Client Is Critical: How to Plan Financially Around Client Dependency • 6 minute read arrow_right_alt Seeing the Whole Picture: Why Overhead Matters in Product Profitability • 5 minute read arrow_right_alt Forecasting with Confidence for NFP Executive Directors • 4 minute read arrow_right_alt You’ve Just Joined the Finance Committee, Now What? • 4 minute read arrow_right_alt The Hidden Costs in Profitability Analysis: What You Might Be Missing • 4 minute read arrow_right_alt Webinar Recording: Managing Supply Chain and AR Risk in an Uncertain Economy • 2 minute read arrow_right_alt How Financial Statements Connect: From Income Statement Forecast to Cash Flow Forecast • 5 minute read arrow_right_alt Why Industry Experience Matters When Hiring a Fractional CFO or Controller • 4 minute read arrow_right_alt Navigating Uncertainty and Chaos: A CFO’s Guide for Business Leaders • 7 minute read arrow_right_alt Navigating Tariffs and Trade Tensions: What Ontario Businesses Need to Know • 5 minute read arrow_right_alt