Small and mid-sized businesses (SMBs) in Canada are increasingly outgrowing the limits of conventional accounting software such as QuickBooks and Xero.

The position of Chief Financial Officer of a Canadian public issuer is one that is subject to a very unusual set of liabilities. In contrast to their private-sector counterparts, CFOs operating in the public markets have compressed regulatory timeframes,

Finance transformation is no longer optional it is a business imperative. Driven by evolving regulatory requirements, technological advancements, and increasing demands for efficiency and insight, organizations

Buyer-side due diligence is not a mere formality as far as acquisition is concerned. It is the most critical of all protections to certify value, risk discovery, and plan to integrate.

Executor duties are long and demanding. Their role begins right after the testator’s death and lasts for many months, or if the estate is large and legally complex, several years.

According to research undertaken by estate planning experts and financial institutions in Canada, there is a shocking finding that between 50 and 70 percent of Canadians lack a valid will or full estate plan.

The role of the Chief Financial Officer (CFO) in a Canadian public company has never been more complex or critical. CFOs today find themselves on a vibrant grid of duties; duties that go far beyond the scope of the conventional accounting and treasury roles.

Key Performance Indicators (KPIs) are essential instruments that help small to medium-sized enterprises (SMEs) in Canada to monitor the progress, measure success, and make informed decisions.

Government tariffs exert a substantial tax and financial impact on Canadian enterprises in the form of duties on imported products.

The word Estate sounds ominous because many think Estate, Will, and Death are interlinked. However, estate planning and minimization of estate taxes are a part of life planning. They are a continuation of the steps one takes in life.

Implementing a new accounting system is a complex undertaking with long-term implications for your organization’s efficiency, compliance, and decision-making capabilities.

The Scientific Research and Experimental Development (SR&ED) tax credit is Canada’s largest and most important innovation incentive program.

Internal control provides more value to an organization than forensic accounting does.
Ignoring internal controls might just cost you your company.

In an age of increasing digital threats, individuals and organizations are seeking robust tools to protect their data and maintain privacy online. One of the most widely used and trusted technologies in this realm is the Virtual Private Network (VPN).

In modern business parlance, stagnancy might equate to moonwalking. Efficiency, agility, and cost-effectiveness are no longer sunshine objectives but factors required for survival and sustained growth.

In today’s highly competitive and fast-paced business environment, technology has emerged as a powerful enabler of growth, efficiency, and resilience. Its impact on business performance is both transformative and far-reaching, influencing every aspect of an organization, from how data is captured and processed to how decisions are made and customers are engaged. Businesses that adopt technology strategically are witnessing improvements in operational efficiency, financial accuracy,

IFRS 18, issued by the International Accounting Standards Board (IASB) in April 2024, replaces IAS 1 – Presentation of Financial Statements. It introduces significant changes to how financial performance is presented and how entities disclose information,

Aligns with the principles of financial materiality (focus on enterprise value).
Mandates that sustainability disclosures be part of the general purpose financial reports, with the same timing as financial statements.

The information contained herein is for educational purposes only and should not be taken as legal advice, as tax laws and regulations can change within weeks and render some tax strategies void.

US GAAP is more rules-based, while IFRS is principles-based, offering broader guidelines that require more professional judgment.

Implementing the Sarbanes-Oxley Act (SOX) for the first time is a significant and complex undertaking, especially for organizations preparing for IPOs or expanding into regulated environments.

Level of complexity in accounting, taxation, cash management, and forecasting determines whether you need a CFO with industry specialization or broader skills.

Canada’s digital economy is growing rapidly, making businesses increasingly reliant on data, networks, and cloud infrastructure. While this enhances productivity and global competitiveness, it also exposes organizations to evolving cyber threats. Both small and large Canadian businesses are targeted by cybercriminals, nation-state actors, and insider threats.

ISO certification is internationally recognized and signals to customers, partners, and regulators that the business adheres to globally accepted standards. In Canada’s diverse and competitive market, this certification distinguishes companies by validating quality, safety, and efficiency.

On seeing a writing related to succession planning, a reader might wonder, should I be reading about such an unpleasant subject? It’s funny; everyone seems to relish discussing the topic of death–just as long as it’s not their own death.

You cannot avoid death, but you can avoid probate. Probate is the certification by a court that the will of a deceased person is genuine and that the person seeking permission to act as an executor of the will is legitimate.

This blog is for information purposes only and should not be taken as legal advice. With changing tax laws, many tax-saving strategies quickly lose their validity. For tax advice, consult one of our tax professionals.

An executor must undertake multiple practical measures to ensure that the Estate is distributed to the beneficiaries in the best possible manner with as few tax liabilities as possible

The information contained herein is for educational purposes only and should not be taken as legal advice, as tax laws and regulations can change within weeks and render some tax strategies void.

Canada’s political tides have shifted again. With the Liberal Party reclaiming its dominant position on the federal stage, Canadian businesses are bracing for another wave of legislative recalibration, fiscal redirection, and social reform.