financial technology

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.

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.  

From Facebook to In Your Face

From Facebook to In Your Face

Building a portfolio of lucrative clients doesn’t require mass amounts of time spent at networking events, thousands of hours wasted cold calling or dozens of unrequited elevator pitches. Believe it or not, growing your client list can actually be achieved right from your desk via social media. So what’s the secret? Well, it takes some research, brainstorming and a little bit of perspective. Here are three steps to turn your social media friends into tangible, profitable clients.

Are You a D.U.M.B. Banker

Are You a D.U.M.B. Banker

Not dumb as in the sense of flunking your SATs, but dumb as in Don’t Understand My Business (DUMB). In the world of banking, there are a number of questions to ask, data to analyze and customers to please. But that’s just the surface level of banking. What about the deep-seeded roots upon which this industry was founded? We’re talking about truly connecting with your clients and presenting them with solutions that go beyond financials – it’s their business, their time, their life.