NEWSLETTER: YEAR END PREP (DEC 2025)


Why Plan? Whether your business has had a great year, just an okay year, or a year that could have gone better, knowing how you are going to run your business for next year can give you a leg up on achieving outstanding results in 2023. What is a Plan? A business plan is a…
We have all heard “cash is king”. If there is anything more crucial to a growing business than profit, it is liquidity. While profitability can be manipulated on the balance sheet, your cash is discrete and finite. Investors and banks know this; as a result, they will use your cash position to determine your business’…
Set your business up to succeed with a financial forecast. Heather Tuason walks through a step-by-step guide to setup a business forecast that will give you confidence for growth. Download the presentation (PDF) Download the forecast template (xls)
As a small business owner, you wear many hats. From managing daily operations to crafting marketing strategies, your to-do list is never short. Amidst all these responsibilities, there’s one crucial aspect of your business that you shouldn’t overlook: profit margin. Understanding and monitoring your profit margin can be the key to unlocking greater financial success…