Leadership

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 […]

As we move through 2025, Executive Directors in the not-for-profit sector are managing in an environment that’s both mission-driven and metrics-focused. Pressures are intensifying, driven by evolving funding models and more rigorous stakeholder expectations, as well as ongoing operational challenges. Organizations with budgets between $3 million and $15 million are […]

You’ve just been appointed to the finance committee of a not-for-profit organization. It’s an important role that plays a key part in ensuring the organization’s financial health, transparency, and sustainability. But if this is your first time in such a position, it’s normal to feel like you’re figuring it out […]

Financial statements don’t operate in isolation—they are interconnected, each offering a different but complementary perspective on an organization’s financial health. One of the most critical relationships in financial management is how an income statement forecast feeds into a cash flow forecast. Business leaders often focus on revenue growth and profitability […]

Many managers make decisions based on instinct, experience, or operational data—but too often, they lack access to timely, relevant financial insights that could sharpen their decision-making. While financial reporting is a core function of any accounting department, translating those numbers into meaningful business intelligence is where many organizations fall short. […]

For private businesses and not-for-profits, strong financial leadership is essential to long-term success. But hiring a full-time CFO or Controller isn’t always feasible—especially for organizations that need strategic financial oversight without the cost of an in-house executive. That’s where fractional finance leadership comes in. However, not all fractional CFOs and […]

Times of uncertainty and rapid change are not anomalies—they are part of an ever-shifting business environment. U.S. policy directions can pivot abruptly, with shifts in taxes, regulations, and trade agreements dramatically impacting both short-term operational decisions and long-term strategic plans. Our firm, which provides fractional CFO and accounting services, has […]

The holiday season offers leaders a rare opportunity to pause, reflect, and recalibrate. It’s a chance to look beyond day-to-day operations and focus on the broader impact of leadership, strategy, and decisions made throughout the year. With the new year approaching, this is the ideal time to assess where the […]

In today’s intricate business environment, many private businesses in Canada face various financial challenges that can impede growth and sustainability. As these complexities increase, the need for strategic financial guidance becomes more pronounced. This is where a Fractional CFO can play a crucial role. Recognizing the signs that your company […]

When looking to acquire a private business in Canada, one of the first and most important documents you will encounter is the Confidential Information Memorandum (CIM). The CIM provides a comprehensive business overview, serving as a key tool in your decision-making process. Understanding how to navigate this document is crucial […]

When selling a private business in Canada, one of the most important tools is the Confidential Information Memorandum (CIM). This document goes beyond a simple compilation of company data; it is a strategic asset designed to present your business to potential buyers, providing a detailed overview that helps them understand […]

In today’s dynamic business environment, achieving sustainable growth is a delicate balance that requires strategic foresight and careful decision-making. For companies in Ontario, Canada, the challenge is to pursue growth opportunities without being overly aggressive, which can lead to risky ventures or being too timid, resulting in missed opportunities. As […]

In mergers and acquisitions (M&A), signing a Letter of Intent (LOI) is a pivotal milestone. This document sets the stage for the acquisition, outlining the preliminary terms and conditions agreed upon by the buyer and the seller. However, the journey is far from over once the LOI is signed. This […]

Welcoming a new treasurer to your not-for-profit board is a pivotal moment that requires careful planning and execution. The treasurer plays a critical role in maintaining your organization’s financial health and integrity. Follow these comprehensive onboarding steps to ensure a smooth transition and set your new treasurer up for success. […]

In our data-driven business environment, the finance team’s role extends far beyond traditional number-crunching. Our deep understanding of the company’s financial health and our access to comprehensive data uniquely position us to influence strategic decision-making. By fostering a culture of inquiry and continuous improvement, we can help the entire organization […]

As the calendar turns to a new year, businesses worldwide contemplate ways to fortify their operations and elevate performance. For many organizations, a key area of focus is the refinement of finance operations to ensure fiscal health and sustainable growth. In this article, we delve into ten strategic New Year […]

As an emerging leader, the initial 90 days in your new role are critical. They set the tone for your leadership tenure, influence the perception of your team, and can significantly impact the success of your organization. This article will guide you in devising an effective 90-day leadership plan, drawing […]

Effective team collaboration is essential for any organization to thrive. When teams work together seamlessly, ideas flow, problems are solved efficiently, and productivity soars. Collaboration fosters creativity, encourages diverse perspectives, and enhances decision-making processes. However, achieving effective team collaboration is not always easy. It requires deliberate effort, effective communication, and […]

Collaborative leadership has emerged as a powerful approach in the post-pandemic world, where traditional top-down management styles no longer suffice. This leadership style emphasizes teamwork, open communication, and active involvement from all team members to foster a culture of collaboration. In this comprehensive guide, we will explore the key characteristics […]

In today’s dynamic and interconnected world, leaders’ ability to influence and motivate others is a crucial skill. Whether you have formal authority or not, being able to persuade and inspire those around you can lead to increased engagement, productivity, and, ultimately, success. In this article, we will explore the art […]