Having an Impact
Everyone likes to know that they make a difference. However, often in our roles, we have trouble seeing how we impact…
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CPB IGNITE2025 Takeaways
CPB Ignite is my favourite industry conference of the year. It is an annual conference organized by the Certified Professional Bookkeepers…
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Summer Slowdowns: Your Perfect Excuse to Catch Up on Your Business Books!
Ah, summer. For many businesses, it brings a noticeable shift in pace. Client requests might slow down, key team members might…
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I am Canadian!
The Background (and some funny YouTube links…) When I first wanted to write this blog, I was inspired by Joe’s rant,…
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Your Mid-Year Financial Check-Up
We’re already halfway through 2025! For many, this marks a perfect opportunity to pause, assess their financial standing, and strategize for…
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Unlocking Your Legacy: The Basics of Canada’s Employee Ownership Trust (EOT) and Its Game-Changing Tax Breaks
This blog article was written by Gemini and edited by Jonathan Carter, CPA, CMA, CPB. As you read this article, you’ll…
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Guide to Lifetime Capital Gains Exemption
(Written by Gemini, edited by Jonathan Carter, CPA, CMA, CPB) A Quick Note about AI For this blog and a few…
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Gone Fishin!
If it’s the second Saturday in May, that’s where you’ll find me. Take a Break It’s important to take breaks. Not…
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Payment Platforms
Did you know it costs most businesses between $15 and $25 to write and mail a cheque? Sometimes, it’s even more! Surprising,…
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Selling the Assets of a Corporation
This article focuses on Canadian Controlled Private Corporations that are considered small businesses. These are corporations that participate in active businesses…
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