financial software

CATS 2016

CATS 2016

I love being on the front end of a movement.  In its second year, the Canadian Accounting Technology Show (CAT) currently in Toronto holds great promise for the future of Canadian accounting firms.  While the attendance is a little lighter than expected, the thirst for information is pervasive.  Accountants are engaging with world-class vendors like IntuitSageWolters Kluwer, and Thompson Reuters.

Advisory Services – Big Firm Services at the Local Level

Advisory Services – Big Firm Services at the Local Level

Just for fun I searched the Internet for trends in “accounting financial services.”  I wanted to see how my target audience was viewing the shift in the industry from transactional to advisory services.  My search revealed some interesting patterns. The one that stood out the most was the absence of small and mid-sized firms in the search results.  I sifted through 5 pages of listings before finding a firm name that I didn’t recognize.

Top 4 technologies for small business owners

Top 4 technologies for small business owners

With millions of programs, websites and apps, it can be overwhelming to know which tools will actually help your business. After managing employees, monitoring expenses and maintaining a high level of customer service, you probably don’t have the energy or time to sift through all the online tools either. So that’s why we’ve condensed all of the possibilities into one list of the most cost-effective, resourceful programs to run your business more efficiently.  

You're a Boring Banker

You're a Boring Banker

Nine out of ten lenders walk into a prospect meeting without knowing anything about the business. Their mode of operation is solely focused on trying to secure new clients by building rapport – they are what we call surface bankers. Their standard procedure for approaching new business includes looking up a NAICS code, visiting the manufacturer and utilizing various analysis tools. But they are missing a pivotal step – business acumen with a touch of enthusiasm!