We recently wrapped up our first-ever webinar, and we are thrilled with how well it went! A huge thank you to accountant Dat Wong and lawyer Jacqueline Flett for co-hosting this session—we’re already looking forward to the next one. In case you missed it, we’ll summarise what we covered, and provide a recording for you…
When you think about financial planning for your business, it’s essential to start with your vision. Ask yourself what type of business you want to build, and where you see it going. Your financial strategy should be tailored to this vision, ensuring that your plans not only support but also fund your growth objectives. In…
As a business owner, you’re likely no stranger to evolution. Maybe you started out as the sole person marketing, selling, and delivering your services or products. Over time, you may have hired employees or contractors and shifted to being more of a “manager.” As your business grows, you may even need to hire more managers…
When it comes to money (especially the amount of disposable income we want to have each month), is there an amount that is “enough”? Or is more always better? As a business owner, it’s common to set ambitious revenue targets and constantly work towards growth—maybe that looks like aiming for $200,000 in sales this year,…
Wondering what a financial advisory team typically looks like for a business owner? In this post we provide recommendations for how to assemble a financial “A” team.