Home / Insights
InsightsPractical guidance for business owners
Short, practical articles on financing, tax, accounting systems and operations. For quick reference guides, see the knowledge base.
-
Financing
What lenders look for in a small-business financing package
The documents, ratios and story that move an application from "maybe" to approved.
-
Tax
What your invoice must show so clients can claim HST
CRA's documentary requirements for input tax credits, by invoice amount, and the gaps we see most often.
-
Accounting
A month-end close checklist for small businesses
Twelve steps to reliable monthly numbers without a finance department.